---
schema_version: "1"
id: 81df54a7b75b3f2a2be68be5197ee3f0bd65b5396b82702da4086aa320e90e49
title: Sales
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_sales.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7ad086c1f3e95e8bab2e36d7d951927bb86201832a6c0d4fa457e60ccb760fc8
description: 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.
products:
  - Cross Cloud
release: "262"
---
# Sales

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.

## August 2026

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:37.5%">
          <col style="width:62.5%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37127e51">FEATURE AREA</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37127e54">Release Note</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e51 ">Agentforce Engagement</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e54 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_ln_engagement_name_update.htm&amp;release=262.0.0&amp;type=5" title="The Agentforce Lead Nurturing name has changed to Agentforce Engagement.">Agentforce Lead Nurturing is Changing to Agentforce Engagement</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_engagement_nga_builder.htm&amp;release=262.0.0&amp;type=5" title="A new version of Agentforce Builder is now available in the Agentforce Studio app in Salesforce. In the Agentforce Builder found in Setup, the New Agent button was removed on July 13, 2026.">Create More Flexible Engagement Agents with the New AgentForce Builder</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e51 ">Agentforce Sales Management</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e54 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sales_management_agentforce_builder.htm&amp;release=262.0.0&amp;type=5" title="The Sales Agent template is available in the new Agentforce Builder, the enhanced agent-building experience in Agentforce Studio. Create your agent in the new builder to get finer control over your agent’s workflows, along with previewing and debugging tools to help you release with confidence. Agents created from the template in the legacy builder continue to work, but you can’t upgrade them to the new builder. The Sales agent’s subagents are also structured differently in the new builder.">Build Your Sales Agent in the New Agentforce Builder</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e51 ">Einstein Conversation Insights</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e54 "><a name="rn_sales__ul_old_ymv_fkc"><!-- --></a>
              <ul id="rn_sales__ul_old_ymv_fkc">
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_coaching.htm&amp;release=262.0.0&amp;type=5" title="Define and track key competencies to standardize coaching for your sales teams. Call Coaching works across video calls for Einstein Conversation Insights users. You can use an agent for AI-powered evaluations or manually evaluate calls if you don’t have Agentforce for Sales.">Use Call Coaching on Video Calls to Drive Seller Success</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e51 ">Leads</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e54 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_features_core_leads_relate_emails.htm&amp;release=262.0.0&amp;type=5" title="Turn on a setting so that when your reps convert a lead to a contact, Salesforce relates the lead's emails to the new contact. Your reps keep the full, threaded conversation history, continuous and duplicate-free, so they retain context and the customer relationship continues without interruption.">Keep Email Conversations Connected When You Convert Leads to Contacts</a></li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## July 2026

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:37.5%">
          <col style="width:62.5%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37127e168">FEATURE AREA</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37127e171">Release Note</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e168 ">Agentforce Engagement</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e171 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sdr_rbs_configurability.htm&amp;release=262.0.0&amp;type=5" title="Sales teams can now exert finer control over which Lead Nurturing agent emails should have a manual review before being sent. You can choose to review all emails, only initial outreach emails, or create a custom flow to designate emails for review based on specific record criteria.">Exert Greater Control over Manual Review of Lead Nurturing Emails</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e168 ">Agentforce Sales Management</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e171 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_pipeline_management_sales_methodology_suggestions.htm&amp;release=262.0.0&amp;type=5" title="Sellers can now use Pipeline Management to update sales methodology criteria and confidence levels for opportunities. View suggestions in the Agent Activity column, or update the fields at any time in the Sales Methodology tab in the Pipeline Inspection side panel. The agent's suggestions are based on notes, calls, and emails, so you can feel confident that they're grounded in timely, meaningful data.">Track Deal Progress with Sales Methodology Suggestions from Agentforce</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e168 ">Agentforce Prospecting</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e171 "><a name="rn_sales__ul_p3s_q11_wjc"><!-- --></a>
              <ul id="rn_sales__ul_p3s_q11_wjc">
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_prospecting_setup_enhancements.htm&amp;release=262.0.0&amp;type=5" title="Agentforce Prospecting now includes an improved setup experience that helps admins configure agents more efficiently in a single setup experience. Admins can specify account research criteria, define ideal prospect profiles, and preview each configuration without needing to switch to Agentforce Studio.">Create and Configure Prospecting Agents More Easily</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_prospecting_use_ext_data_vendors.htm&amp;release=262.0.0&amp;type=5" title="Connect Prospecting Agents to your own external data vendor by replacing the standard Prospecting actions with Apex classes or autolaunched flows that preserve the expected inputs, outputs, and response JSON.">Use External Data Vendors with Prospecting Agents</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e168 ">Pipeline Inspection</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e171 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_pipeline_inspection_default_view.htm&amp;release=262.0.0&amp;type=5" title="Decide whether users see My Pipeline or a public list view as the default when they open Pipeline Inspection for the first time. When the setting is on, My Pipeline is the default. When it's off, users start on the public list view that's first alphabetically.">Set the Default List View for Pipeline Inspection Users</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_pipeline_inspection_auto_columns.htm&amp;release=262.0.0&amp;type=5" title="See more context on every deal so you can spot risks faster and move your deals forward. The Alerts, Contacts, Activity, and Sales Methodology columns now appear in your Pipeline Inspection list views automatically. Reorder or remove the columns to fit how you work.">Get a Fuller View of Your Pipeline with Built-In Insights</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e168 ">Sales Engagement</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e171 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_hvs_updated_engagement_data.htm&amp;release=262.0.0&amp;type=5" title="Sales Engagement data is stored natively on the Salesforce Platform and is now available in new and updated reports and in the Sales Engagement Sample Dashboard. Use these assets to review more consistent engagement data and drill into trends more easily.">View Updated Sales Engagement Data</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_hvs_performance_dashboard_retirement.htm&amp;release=262.0.0&amp;type=5" title="The Sales Engagement Performance Dashboard is scheduled for retirement in November 2026. Access Sales Engagement data from the Sales Engagement Sample Dashboard.">Sales Engagement Performance Dashboard Is Scheduled for Retirement</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e168 ">Other Changes</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e171 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_autonomous_field_updates_apply_only_to_licensed_opportunity_owners.htm&amp;release=262.0.0&amp;type=5" title="Records will now receive automated updates from the Sales Management Agent only for the record's opportunity owner, rather than all Pipeline Management users as it has in the past. When you enable the Update Fields Autonomously setting for Pipeline Management, the agent executes field update suggestions only for records with related opportunities that are owned by users with a Sales Management Agent add-on license and the Sales Management User license. This change helps focus AI resources on priority users and supports data integrity across your org. This update is enabled automatically. No setup is required.">Autonomous Field Updates Apply Only to Licensed Opportunity Owners</a></li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## June 2026

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:37.5%">
          <col style="width:62.5%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37127e343">FEATURE AREA</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37127e346">Release Note</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e343 ">Agentforce Sales Management</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e346 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sales_summaries_update.htm&amp;release=262.0.0&amp;type=5" title="Your agents now have a more uniform experience when summarizing sales records. We simplified prompt instructions and integrated record snapshots for the Lead Summary, Contact Summary, and Deal Summary prompt templates. These changes improve data accuracy and provide a consistent format across prompt templates without any manual configuration.">Improve Sales Summary Quality with Enhanced Prompt Template Instructions</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sales_management_pipeline_management_custom_reports.htm&amp;release=262.0.0&amp;type=5" title="Create a custom report type based on the AiGenActionItemInfo object so that sales reps can track Pipeline Management usage metrics. After you define the custom report type, users with Pipeline Management permissions can build tailored reports to monitor data points, such as suggestion statuses and upcoming expiration dates, in a single comprehensive view. By default, the Parent Type filter on the report is set to Opportunity.">Create Custom Reports for Pipeline Management Insights</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e343 ">Email Configuration</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e346 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_email_auth_domain_copy.htm&amp;release=262.0.0&amp;type=5" title="To skip DNS updates each time that you create a sandbox, specify the authorized email domains in production to copy to sandboxes. Then import them all into a sandbox with one click.">Import Authorized Email Domains into a Sandbox</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_email_auth_sub_owea.htm&amp;release=262.0.0&amp;type=5" title="Select an organization-wide email address to use as the From address when Salesforce sends email for users with unverified domains. With this option, outgoing emails use a From address that reflects your company's brand.">Set the From Address for Email Sent for Users with Unverified Domains</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e343 ">Pipeline Inspection</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e346 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_customized_sales_methodologies.htm&amp;release=262.0.0&amp;type=5" title="With sales methodology customization, implement sales methodologies that align with your specific business processes. Tailor prebuilt sales methodology templates or create your own from scratch.">Customize Sales Methodologies Based on Your Team's Needs</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_pipeline_inspection_deal_alerts.htm&amp;release=262.0.0&amp;type=5" title="The new Alerts column in Pipeline Inspection shows a count of the most urgent deal insights, so sales reps can quickly spot and address at-risk opportunities. The alerts shown depend on your enabled features. For example, insights about service cases appear only if you use Cases. For consistency, the Needs Attention header in the Insights section of the side panel is now also called Alerts.">See Deal Alerts at a Glance in Pipeline Inspection</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e343 ">Sales Workspace</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e346 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_workspace_prioritized_suggestions.htm&amp;release=262.0.0&amp;type=5" title="Keep deals on track by reviewing AI-generated suggestions for opportunity next steps in Sales Workspace. Sellers can also stay on top of communications by acting on reminders to reply to overdue emails from key leads and contacts.">Drive Deal Progress with Prioritized Suggestions</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e343 ">Other Changes in Sales</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e346 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_initial_setup.htm&amp;release=262.0.0&amp;type=5" title="Set up and configure essential sales capabilities with a unified onboarding workflow. Automatically turn on features, connect your email domain, add sellers and assign quotas, import sales data, and connect to Slack, all in one place.">Accelerate Your Sales Setup from Day One</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_other_changes_pipe_visibility_bundle.htm&amp;release=262.0.0&amp;type=5" title="Pipeline Inspection, Revenue Intelligence, Sales Insights, and Salesforce Forecasting Help topics are now in the Sales Pipeline Visibility and Forecasting help bundle. The content remains the same—only the location has changed.">Find Pipeline and Forecasting Help in a Dedicated Space</a></li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## May 2026

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:37.5%">
          <col style="width:62.5%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37127e506">FEATURE AREA</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37127e509">Release Note</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Agentforce Engagement</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_group_meeting_scheduling.htm&amp;release=262.0.0&amp;type=5" title="Make it easier for a prospect to schedule a meeting at a time that’s convenient for them by enabling group scheduling for the Lead Nurturing and Inbound Lead Generation agent. When scheduling a meeting, prospects view all of the available time slots of Inbox users with a connected email in the selected group.">Boost Prospect Conversion with Group Calendar Availability</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_edit_versions.htm&amp;release=262.0.0&amp;type=5" title="After you set up and activate an Inbound Lead Generation or Lead Nurturing agent, you may want to make changes to it later. To edit an existing agent, you can now create a new version of the agent with the same settings or update an existing version.">Change Inbound Lead Generation and Lead Nurturing Agent Behavior Faster</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_lead_handoff.htm&amp;release=262.0.0&amp;type=5" title="Guarantee continued engagement with prospects by automating lead handoffs between the Inbound Lead Generation and Lead Nurturing sales agents. Prospects created by the Inbound Lead Generation agent who don’t schedule a meeting can automatically get assigned to the Lead Nurturing agent for a faster follow-up and to maximize conversion rates.">Continue Lead Engagement with Agent Handoff</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_contacts_accounts.htm&amp;release=262.0.0&amp;type=5" title="Seamlessly qualify Contacts and Person Accounts to build a stronger pipeline with Agentforce for Sales. This enhancement allows your agent to determine how strong of a fit a prospect is based on their conversation and how well they meet your Ideal Customer Profile (ICP). Qualification helps sales reps focus on high-potential deals, improving overall efficiency and conversion rates.">Qualify Contacts and Person Accounts with Agentforce</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sdr_control_ctr_enhance.htm&amp;release=262.0.0&amp;type=5" title="In the redesigned Agent Control Center, sales managers can see more detail about the overall health, performance, and activity of their team's prospects and ensure they are progressing smoothly through your funnel. Track your Lead Nurturing agents’ prospect outreach and monitor how many leads, contact, or person accounts are assigned to the agent, how many have been emailed, replied, booked a meeting, and more.">See More Detailed and Actionable Insights on Lead Nurturing Agent Activity</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Agentforce Sales Agent for Gemini</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_gemini_manage_records.htm&amp;release=262.0.0&amp;type=5" title="Sellers can research leads, create account plans, and update Salesforce records, all powered by secure, accurate, and real-time CRM data, while they work in Gemini. Access to real-time Salesforce data within Gemini helps your team maintain accurate records and close deals faster.">Manage Sales Strategy and Update Records Directly in Gemini (Beta)</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Agentforce Sales Management</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sales_management_unmetered_perm_set.htm&amp;release=262.0.0&amp;type=5" title="The Sales Management User Permission Set Group now includes the Manage Unmetered Sales Management Users permission set. This change streamlines permission assignment and reduces unexpected billing issues because you no longer manually assign the Unmetered User Based AI permission to users.">A New Permission Set Was Added to the Sales Management User Permission Set Group</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sales_management_pipeline_management_custom_auto_updates.htm&amp;release=262.0.0&amp;type=5" title="Specify the individual fields that the Sales Management agent can update on the seller’s behalf by modifying the Process Field Update Suggestions flow. Give your agent the ability to update certain fields on its own while it continues to generate suggestions for other fields.">Control Which Fields Receive Autonomous Updates</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Einstein Conversation Insights</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_eci_summer_migration.htm&amp;release=262.0.0&amp;type=5" title="We’re migrating Einstein Conversation Insights (ECI) data to the Salesforce Platform for all ECI customers who aren’t on the platform. With this migration, your ECI data, including call transcripts and AI-generated insights, is stored natively on the Salesforce Platform. Get your transcripts processed quickly and use CRM automation tools like Flow, Apex, and Prompt Builder.">Drive Productivity and CRM Automation with Einstein Conversation Insights Data Moving to the Salesforce Platform</a></li>



              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Einstein Activity Capture</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_eac_graph_ga.htm&amp;release=262.0.0&amp;type=5" title="Transition your Einstein Activity Capture’s Microsoft Office 365 authentication to Microsoft Graph by August 3, 2026, to keep your data syncing without disruption when Microsoft retires Exchange Web Services (EWS) in October 2026. Microsoft Graph is the new, secure, and scalable standard for authentication. Proactive notifications and a single-click tool make the upgrade process smooth.">Upgrade Microsoft 365 Authentication in Einstein Activity Capture to Microsoft Graph</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_eac_events_move_to_platform.htm&amp;release=262.0.0&amp;type=5" title="Event data synced through Einstein Activity Capture is now stored on the platform. This update is automatic and requires no action on your part. Meeting invitees included in past events who don’t have a contact, lead, or user record no longer appear in Meeting Digest. However, invitees without records included in upcoming events appear in Meeting Digest. Also, users outside of an Einstein Activity Capture configuration no longer see event data on the activity timeline. If you move these users into a configuration, data from the previous 180 days populates their timeline.">Event Data Is Now Stored on the Salesforce Platform</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_eac_reports_retire_prepare.htm&amp;release=262.0.0&amp;type=5" title="Before these tools retire, we recommend turning on Sync Email as Salesforce Activity for Einstein Activity Capture and configuring reports to explore data captured from email.">Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirement</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Email Configuration</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_email_domain_verify.htm&amp;release=262.0.0&amp;type=5" title="To avoid disruption in email sent from Salesforce, verify the domains that you own with a DomainKeys Identified Mail (DKIM) key or an authorized email domain. As part of our ongoing efforts to strengthen the security of our email services, email domain verification is now mandatory. Salesforce no longer delivers emails from unverified domains, even if the email address is verified.">Verify Your Email Domain Ownership</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_email_substitute_unverified.htm&amp;release=262.0.0&amp;type=5" title="Enable users whose email domains you can’t verify—such as users with public email addresses, consultants, and site users—to send email from Salesforce. With your substitute email address, the user’s display name remains unchanged, but the From address uses an organization-wide email address or an email address that ends with .sfcustomeremail.com. This option also applies to system-generated emails and emails sent via shared email accounts with an unverified domain.">Keep Email Flowing for Users with Unverified Domains</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_notify_users_unverified_domain.htm&amp;release=262.0.0&amp;type=5" title="As part of the requirement for email domain verification, Salesforce sends email notifications to users whose email addresses use an unverified domain. Users receive a notification if emails that they recently sent from Salesforce weren’t delivered or if they can’t send email from Salesforce when email domain verification is enforced. To control whether Salesforce sends one of these emails when your org gets Summer ’26, update a Deliverability setting.">Notify Users About Unverified Email Domains</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_email_domain_check_status.htm&amp;release=262.0.0&amp;type=5" title="To avoid email delivery failures for emails sent from Salesforce, check your domain’s verification status. Salesforce now sends emails only from verified domains.">Check Your Domain’s Verification Status</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_adopt_authorized_email_domains.htm&amp;release=262.0.0&amp;type=5" title="If you previously worked with Salesforce Customer Support to disable email change verifications, set up authorized email domains instead. Salesforce is retiring the existing exemption process for disabling this feature, and authorized email domains provide the same benefit. First available in Spring ’26, this update is enforced in Winter ’27.">Adopt Authorized Email Domains (Release Update)</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_dkim_reply_to.htm&amp;release=262.0.0&amp;type=5" title="When you sign email sent by Salesforce with a DomainKeys Identified Mail (DKIM) key, the signature configuration now includes the Reply-To header. To protect against conversation hijacking, this change prevents modification of the Reply-To address during delivery. If you use DKIM keys, you get this benefit automatically. Otherwise, set up DKIM keys to sign outgoing email sent by Salesforce.">DKIM Signatures Protect the Reply-To Header</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Lightning Sync</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_ls_ews_retirement.htm&amp;release=262.0.0&amp;type=5" title="Microsoft announced the retirement of Exchange Web Services (EWS) for Microsoft Office 365 starting October 2026. Lightning Sync configurations that use EWS won’t capture or sync data after this retirement. To avoid service disruption, upgrade to the Microsoft Graph authentication method in Lightning Sync setup now.">Upgrade Microsoft® Exchange Web Services to Microsoft® Graph in Lightning Sync Before October 2026</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_ls_retirement.htm&amp;release=262.0.0&amp;type=5" title="Lightning Sync is scheduled to retire in 2027. Migrate to Einstein Activity Capture to continue syncing contacts and events between Microsoft® or Google applications and Salesforce. Use the Lightning Sync migration tool to complete the process.">Prepare for the Lightning Sync Retirement and Migrate to Einstein Activity Capture</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Pipeline Inspection</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_pipeline_inspection_activity_heatmap.htm&amp;release=262.0.0&amp;type=5" title="Give your sellers the ability to assess engagement levels without scrolling through the activity timeline. Pipeline Inspection now includes an Activity column with a heatmap that tracks inbound and outbound activities, such as voice calls, video calls, events, and emails, over a 30-day period.">Gauge Relationship Health Quickly in Pipeline Inspection</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_pipeline_inspection_contact_insights.htm&amp;release=262.0.0&amp;type=5" title="Identify stakeholder gaps and focus on deals that need more attention by seeing which contacts are actively engaged in a deal. Find the new Contacts column to see a count of people involved in activities, such as emails and meetings, within the last 30 days.">Identify and Manage Active Contacts in Pipeline Inspection</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_sales_mgmt_ai_summarization.htm&amp;release=262.0.0&amp;type=5" title="Get quick answers and summaries about your deals without searching through emails or call transcripts. Use AI to catch up on recent activities, identify deal blockers, and prepare for meetings by asking specific questions or using suggested buttons.">Get AI-Generated Summaries for Your Deals</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Sales Account Research</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_account_research_custom_fields.htm&amp;release=262.0.0&amp;type=5" title="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.">Personalize Sales Account Research with Custom Field Mapping</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Sales Engagement</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_sales_engagement_on_core.htm&amp;release=262.0.0&amp;type=5" title="Sales Engagement metrics for new customers are stored natively on the Salesforce Platform. For existing customers, data migration begins in June. With this change, email engagement tracking now captures only the first and last engagement of each engagement type per email, rather than total engagement counts. The Sale Engagement Performance dashboard will be deprecated in October.">Sales Engagement Data Is Now Native to The Salesforce Platform</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Salesforce for Outlook</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_sfo_retiring.htm&amp;release=262.0.0&amp;type=5" title="For the latest integration with Microsoft Outlook, we recommend moving to our next-generation products, the Outlook integration and Einstein Activity Capture. These products replace Salesforce for Outlook features and give users new capabilities. We continue to introduce enhancements for these products every release.">Salesforce for Outlook Is Being Retired in December 2027</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Salesforce Inbox</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_inbox_graph_migration.htm&amp;release=262.0.0&amp;type=5" title="Keep your emails, events, and contacts syncing without disruption by transitioning your Inbox’s Microsoft Office 365 connection to Microsoft Graph by October 1, 2026. Microsoft is retiring Exchange Web Services (EWS) in October 2026, making Microsoft Graph the new, secure, and scalable standard for authentication.">Upgrade Microsoft 365 Authentication in Inbox to Microsoft Graph</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Salesforce Maps and Salesforce Maps Advanced</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spm_maps_adv_advance_routing.htm&amp;release=262.0.0&amp;type=5" title="Maximize field representative productivity by customizing the constraints and penalties used by the routing engine. Instead of a one-size-fits-all approach, administrators can now create profiles that prioritize specific business KPIs, such as minimizing travel time or maximizing time in-store. This flexibility reduces operational costs and ensures high-priority accounts receive the attention they require.">Customize Route Optimization with Advanced Routing Profiles</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Sales Performance Management</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spm_sp_goal_type_config.htm&amp;release=262.0.0&amp;type=5" title="Gain flexibility in your planning process by defining whether goals are currency-based or quantity-based. Stylize targets to reflect specific metrics, such as revenue growth in your default currency or unit counts for new logos. This ensures your goals are presented clearly and accurately across all Sales Planning views.">Differentiate Sales Goals with Currency and Quantity Targets</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Territory Planning</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spm_tp_enhanced_rule_visbility.htm&amp;release=262.0.0&amp;type=5" title="Ensure accurate territory alignments by viewing segment criteria and inherited rules directly within the planning interface. This update surface parent segment rules and flags area-level assignment conflicts in the header, allowing you to resolve overlaps before they impact your data.">Prevent Rule Conflicts with Enhanced Segment Rule Visibility</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spm_tp_enhanced_interface.htm&amp;release=262.0.0&amp;type=5" title="Experience a more intuitive, consistent design across Sales Planning that simplifies your daily workflows. Modernized design patterns reduce clicks for key actions, such as assigning and locking units to specific areas. Streamline your territory alignments and manage complex datasets with greater speed.">Work Faster with a Modernized Territory Planning Interface</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="FEATURE AREA" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e506 ">Other Changes in Sales</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d37127e509 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_salesforce_to_salesforce_retiring_ru.htm&amp;release=262.0.0&amp;type=5" title="Salesforce to Salesforce is being retired in Spring ’27. Salesforce has more powerful and integrated solutions that align with modern business needs. To prevent disruption when Salesforce ends support for the Salesforce to Salesforce product, make sure that you migrate your integrations to one of these recommended solutions: Partner Cloud, Data Cloud One, MuleSoft Anypoint, or MuleSoft for Flow.">Salesforce to Salesforce Is Being Retired (Release Update)</a></li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [_Salesforce Release Notes:_ Spring ’26 Sales Release Notes](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales.htm&release=260&type=5&language=en_US)
- [_Salesforce Help:_ Spiff Release Notes](https://help.salesforce.com/s/articleView?id=sales.rn_spiff.htm&type=5&language=en_US)