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.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Agentforce Sales.
When: Sales Methodology customization is available starting in late-June 2026.
How: From the gear menu, select Salesforce Go, and then search for Sales Methodology. Turn on Sales Methodology and complete the steps to use a methodology template or create your own.