---
schema_version: "1"
id: a45bea80f5a9545b155bf12b113fbaf218e857da44adbb69912a25adc84dd170
title: Manage Sales Strategy and Update Records Directly in Gemini (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_sales_agents_gemini_manage_records.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agents_gemini_manage_records.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a54fa8bcfb83ef083e3e59cb1495638316eaec4d156e149e44e3739045eaec44
description: 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.
products:
  - Cross Cloud
release: "262"
---
# Manage Sales Strategy and Update Records Directly in Gemini (Beta)

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.

**Where:** This feature is available in Enterprise, Performance, and Unlimited editions with the Agentforce for Sales add-on, and Einstein 1 and Agentforce 1 Sales editions.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-262-0-0-production-enus/e945111b-3e0a-4011-accc-d5949363bfcc/images/icon_note.png)

Note Agentforce Sales Agent for Gemini is a pilot or beta service that is subject to the [Beta Services Terms at Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/?_ga=2.247987783.1372150065.1709219475-629000709.1639001992). Use of this pilot or beta service is at the Customer's sole discretion.

**When:** This feature became available on April 22, 2026, and is offered in English only.

**How:** From the gear icon, select **Salesforce Go**, and search for Agentforce Sales Agent for Gemini. Go to the Agentforce Sales Agent for Gemini (Beta) page and turn it on. Next, go to Gemini to complete the setup. After these steps are complete, your users need to connect the Agentforce Sales Agent to their Salesforce accounts.

#### See Also

- [_Salesforce Help:_ Set Up Agentforce Sales Agent for Gemini](https://help.salesforce.com/s/articleView?id=sales.sales_gemini_agent_admin_setup.htm&language=en_US)