--- schema_version: "1" id: 3dd2e007f344ee98462440c9d6febd89a8269d59950c88856108ff0c0942ffa5 title: Industries Common Features collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_industries_common.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_industries_common.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: edd130689b0dd06944ecb46b53b15726357ecfb3e80d040346d72c93ac5576a1 description: Learn about enhancements to features used across Industries products, Revenue Management, and other apps. products: - Cross Cloud release: "264" --- # Industries Common Features Learn about enhancements to features used across Industries products, Revenue Management, and other apps. - **[Actionable List with Data 360](https://help.salesforce.com/s/articleView?id=release-notes.rn_actionable_list_dmo_overview.htm&release=264.0.0&type=5)** Create actionable lists directly on unified data from Data 360 data model objects (DMOs) to find and act on new opportunities. - **[Action Plans](https://help.salesforce.com/s/articleView?id=release-notes.rn_action_plans.htm&release=264.0.0&type=5)** Scale and track complex business processes with action plans. - **[Asset Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_asset_management.htm&release=264.0.0&type=5)** Manage assets end-to-end — from inventory and reservations through depreciation and disposal — with real-time visibility and audit-ready traceability at every stage. Close revenue opportunities faster with real-time quote updates that let agents add multiple products and apply discounts in one pass for quicker, more consistent upsell and cross-sell conversions. - **[Discovery Framework](https://help.salesforce.com/s/articleView?id=release-notes.rn_discovery_framework.htm&release=264.0.0&type=5)** Use Generative AI to validate uploaded documents and prefill linked fields in Discovery Framework assessment forms. - **[Channel Revenue Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_channel_revenue_management.htm&release=264.0.0&type=5)** Optimize rebate processing with automated accrual and payout management, powered by Data Processing Engine (DPE) on Data 360. Rebate and Accruals Management Advanced now supports more real-world rebate structures out of the box, reduces manual rework when rates or benefits change mid-period, and gives Finance a clear, at-a-glance view of accruals. Run your own DPE definitions on demand across ChRM add-ons, and get more exact calculations with decimal precision up to four places. - **[Advanced Pricing and Orders](https://help.salesforce.com/s/articleView?id=release-notes.rn_orders_pricing.htm&release=264.0.0&type=5)** Calculate precise prices for sales orders with enterprise-grade pricing that mirrors your ERP logic, and capture complex orders through guided workflows with integrated pricing and discount support. - **[Criteria-Based Search and Filter](https://help.salesforce.com/s/articleView?id=release-notes.rn_criteria_based_search_and_filter.htm&release=264.0.0&type=5)** Faster setup tools, prebuilt templates, seamless Screen Flow integration, bulk selection capabilities, and support for Experience Cloud search actions lets you deploy search experiences quickly and give users an easy way to execute large-scale business actions. - **[Fundraising](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising.htm&release=264.0.0&type=5)** Eliminate manual household name maintenance with formula-based naming that recalculates automatically as household composition changes. - **[Grantmaking](https://help.salesforce.com/s/articleView?id=release-notes.rn_grantmaking.htm&release=264.0.0&type=5)** Standardize multi-stage grant reviews and restrict reviewers to only the sections relevant to their expertise. - **[Industries Configure, Price, Quote (CPQ)](https://help.salesforce.com/s/articleView?id=release-notes.rn_industries_configure_price_quote_cpq.htm&release=264.0.0&type=5)** Improve performance, flexibility, and reliability across Industries CPQ Cart and Pricing APIs. The primary benefits include mass discount support for up to 50,000 line items, faster GetCartItems responses with attribute filtering, strict validation mode for MultiEdit API, enhanced cart template eligibility checks, and a cleaner configuration experience with correctly hidden attributes. - **[Omnistudio for Industries](https://help.salesforce.com/s/articleView?id=release-notes.rn_omnistudio_for_industries.htm&release=264.0.0&type=5)** Many Industries products include access to Omnistudio features. Use these features to extend and customize your product based on your business needs. - **[Outbound Engagement](https://help.salesforce.com/s/articleView?id=release-notes.rn_outbound_engagement.htm&release=264.0.0&type=5)** Create flexible outbound campaigns with custom templates and maintain brand consistency with custom branding across all your communications. Keep working while engagement resources generate in the background, and send common messages with an all-purpose template. - **[Program and Case Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_program_case_management.htm&release=264.0.0&type=5)** Give program participants a self-service way to track applications, enrollments, benefits, disbursements, and referrals by using a preconfigured Experience Cloud portal template, cutting staff inquiries. - **[Stage Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_stage_management.htm&release=264.0.0&type=5)** Run eligible tasks on demand to meet regulatory and customer deadlines or handle work outside the standard process flow. - **[Supplier Engagement](https://help.salesforce.com/s/articleView?id=release-notes.rn_supplier_engagement.htm&release=264.0.0&type=5)** Engage your suppliers directly in sustainability reporting with a self-service portal to submit data, complete scorecards, and track spend, emissions, and risk in support of your Scope 3 target-setting goals. - **[Unified Catalog](https://help.salesforce.com/s/articleView?id=release-notes.rn_unified_catalog.htm&release=264.0.0&type=5)** Configure intake forms with the Create Service Catalog Request invocable action and deploy them consistently across all your orgs without manual rework. Requestors and fulfillers can update intake form field values after submission with admin-controlled permissions that keep changes within defined boundaries. See parent and child attributes on a single page so that your team makes faster decisions without switching between records. Add the Unified Catalog component to LWR sites so that requestors can submit requests on high-performance portals. ## Industries Common Features Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Fundraising**: [Turn On and Configure Fundraising with Agents](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising_agentic_setup.htm&release=264.0.0&type=5 "Admins and implementation partners can ask an AI agent to turn on Fundraising, assign permission sets, create a default gift designation, and turn on related features. The agent also offers to set up these optional enhanced features: interest tags, interaction summaries, record alerts, life events, and timeline. Work from the command line or another agent channel. Previously, these tasks required working through multiple pages in Setup.") (Updated the week of October 19, 2026) - Added a release note to the Fundraising release notes. - **Fundraising**: [Automatically Generate and Maintain Household Names](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising_auto_household_naming.htm&release=264.0.0&type=5 "Keep household account names accurate and professional as family dynamics change. Define formula-based naming patterns to automatically recalculate household names whenever you add, remove, or update members. The naming engine listens for changes to household membership and member details and then recalculates names in real time.") (Updated the week of October 19, 2026) - Updated the release note to reflect that this feature is available only to Nonprofit Cloud. - **Fundraising**: [Create Households for Person Accounts During Gift Entry](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising_automate_household_gift_entry.htm&release=264.0.0&type=5 "Add donors to households directly from the Gift Entry Grid or the Business Process API without building separate automation. Gift officers can reduce manual steps and keep donor data organized by creating households during gift entry. Partners can programmatically create households in bulk by using gift or commitment payloads. Donor records stay complete from the point of entry, immediately closing reporting gaps.") - Updated the release note to reflect that this feature is available only to Nonprofit Cloud. ### September 2026 - **Program and Case Management**: [Drive Participant Engagement and Save Staff Time with the Program Participant Portal Template](https://help.salesforce.com/s/articleView?id=release-notes.rn_program_management_participant_portal.htm&release=264.0.0&type=5 "Give participants secure self-service access to their programs, applications, enrollments, benefit assignments and disbursements, and referrals, so they can engage when and where it’s convenient for them. The new Program Participant Portal Experience Cloud template includes preconfigured pages, navigation, and components, so staff spend less time on routine inquiries and more time on high-value work.")(Added the week of September 7, 2026) - Added a release note to the Program and Case Management notes. ### August 2026 - No changes since the initial publication.