---
schema_version: "1"
id: 239cad793c5382c3eac46a5de41f6edd4c967332afa61e54acc3e98b2e5cc664
title: Sales
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_sales.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3e9ada192a4f72fea702786d92f329343b43da805cf84e6671cf418438cf6d98
description: Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation. Learn about the latest features from Sales to supercharge sales team productivity and operations. Sales features are released as often as monthly, so check here for the latest information.
products:
  - Cross Cloud
release: "264"
---
# Sales

Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation. Learn about the latest features from Sales to supercharge sales team productivity and operations. Sales features are released as often as monthly, so check here for the latest information.

## Sales Release Note Changes by Month

We made these additions and changes to the published release notes.

### October 2026

- **Momentum**:[Momentum](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_momentum.htm&release=264.0.0&type=5 "Give sales teams a connected view of their customer interactions with Momentum. Momentum automatically captures upcoming meetings, emails, and recorded customer conversations and structures them in Salesforce. With this AI-powered data foundation, your sales teams can access rich data alongside participant and related-record context. What’s more, this data foundation unlocks features like Executive Briefs and Call Coaching, empowering your teams to take their Momentum to the next level.") (Added the week of October 19, 2026)
    - [Capture and Review Sales Conversations with Momentum](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_momentum.htm&release=264.0.0&type=5 "Share rich contextual data about customer interactions with your sales teams. Momentum automatically captures recorded sales conversations and structures them in Salesforce alongside relevant insights and any deal risks. Your reps can better prepare for scheduled calls, and review recordings, call summaries, and next steps with ease. And with Momentum’s data foundation, your teams can see these insights, buying signals, and deal risks surfaced in relevant areas across Salesforce.")
    - [Stay Informed with Executive Briefs](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_executive_briefs.htm&release=264.0.0&type=5 "Executive Briefs give your sales managers and leaders a scheduled, consolidated summary of your team's most recent conversation insights, delivered right in Slack. Instead of reviewing individual call insights, subscribers receive a summary that highlights key findings, supporting quotes, and opportunities to act.")
    - [Use Call Coaching on Video Calls to Drive Seller Success](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_call_coaching.htm&release=264.0.0&type=5 "Define and track key competencies to standardize coaching for your sales teams. Call Coaching works across video calls for Momentum or 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.")
    - [Update Key Fields Based on Momentum Insights](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_field_updates.htm&release=264.0.0&type=5 "Give your sales reps time back by automating the field updates that normally eat into their day. Momentum works with Pipeline Management and Account Management to turn relevant information from calls into field updates, so reps spend less time on data entry and more time selling. Choose whether to apply updates automatically or show suggestions for reps to review in Pipeline Inspection or the Account Intelligence View. If you use Sales Methodology with Pipeline Management, you can also get suggestions for updating sales methodology criteria.")
    - [Share Customer Praise from Recorded Calls with Smart Clips](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_smart_clips.htm&release=264.0.0&type=5 "Automatically turn customer praise from recorded sales calls into short, shareable video clips. When Smart Clips detects praise in a recorded call, it generates a clip with the customer’s video, account name, transcript quote, and a link to the full call. Smart Clips then posts the clip to a Slack channel that your team follows.")
- **Email Configuration**: [Specify Which Email Domains Require Address Verification](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_email_set_verification_requirements.htm&release=264.0.0&type=5 "If a trusted integration or admin manages your users’ email addresses in Salesforce, specify which domains require email address verification. By default, this user-level verification is always required to send email from Salesforce. For each authorized email domain, you can require email address verification only when users change their email address, or disable address verification entirely. Previously, you contacted Salesforce Customer Support to disable email address verification.") (Updated the week of October 19, 2026)
    - Corrected the scope of the setting. Email-to-Case [routing addresses](https://help.salesforce.com/s/articleView?id=service.customizesupport_configuring_routing_addresses.htm&type=5&language=en_US) and Experience Cloud site [sender email addresses](https://help.salesforce.com/s/articleView?id=experience.networks_customize_email.htm&type=5&language=en_US) always require address verification.
- **Salesforce in Claude**: [Create and Update Records in Salesforce in Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude_write.htm&release=264.0.0&type=5 "With Salesforce in Claude, you can now create and update Salesforce records directly from Claude with the same field-level validation rules enforced in Lightning Experience. Previously, all Salesforce in Claude activity was read-only or created drafts for manual review.") (Updated the week of October 19, 2026)
    - Corrected the editions where the feature is available and added the Needs Approval setting.
- **Spiff**: [Enhance Salesforce Spiff Mobile App Security with Multi-Factor Authentication](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spiff_mobile_mfa.htm&release=264.0.0&type=5 "Build your culture of trust, for your company and customers, by adding another layer of protection for users who log in to the Spiff mobile app. Multi-factor authentication (MFA) reduces the risk of unauthorized access to systems by requiring users to provide two or more verification factors. When multi-factor authentication (MFA) is turned on, after a user enters a password, the app asks for a code from an authenticator app before it opens Spiff. Previously, the mobile app didn't support MFA, so users couldn't complete sign-in when MFA was required.") (Added the week of October 12, 2026)
- **Salesforce to Salesforce**: [Salesforce to Salesforce Is Being Retired (Release Update)](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_salesforce_to_salesforce_retiring_ru.htm&release=264.0.0&type=5 "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.") (Updated the week of October 12, 2026)
    - Clarified that as of Summer ’26, there won't be any product bug fixes or enhancements, but you can still log support cases.
- **Salesforce in Claude**: [Create and Update Records in Salesforce in Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude_write.htm&release=264.0.0&type=5 "With Salesforce in Claude, you can now create and update Salesforce records directly from Claude with the same field-level validation rules enforced in Lightning Experience. Previously, all Salesforce in Claude activity was read-only or created drafts for manual review.") (Added the week of October 12, 2026)
- **Activity Platform Hyperforce Infrastructure**: [Host Activity Platform Data in the Australia and New Zealand (ANZ) Region](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_new_ap_anz_cell.htm&release=264.0.0&type=5 "Activity Platform Hyperforce infrastructure is now available in the ANZ region for Agentforce Sales features, including Einstein Activity Capture, Einstein Conversation Insights, Inbox, and Sales Engagement. Hosting your email and calendar data locally helps you meet data residency requirements and provides your sales teams with faster sync times and reduced latency.") (Added the week of October 12, 2026)
- **Sales Engagement**: [Unify Sales and Marketing Email Engagement Data in Data 360](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_unify_sales_mktg_engagement_data_dc.htm&release=264.0.0&type=5 "Bring sales email engagement data into Data 360 alongside marketing email engagement data. Use unified engagement data to create a complete view of email interactions across your sales and marketing teams.") (Added the week of October 12, 2026)
- **Sales Engagement**: [Get Email Engagement Push Notifications in More Browsers](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_engagement_push_notifications_more_browsers.htm&release=264.0.0&type=5 "Sellers can now get browser push notifications in Salesforce and in the Microsoft Outlook extension when leads engage with sales emails. Previously, push notifications were available only in the Google Chrome extension.") (Added the week of October 5, 2026)
- **Email Configuration**: [Maintain Your Email Verification Exception (Release Update)](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_email_maintain_verfication_exception.htm&release=264.0.0&type=5 "If you previously disabled user email verifications through Salesforce Customer Support, configure an authorized email domain setting to maintain your exception and to preserve your users' ability to send email. When this release update is enforced, Salesforce removes the existing domain allowlists that disable email verification. This update is available starting in Winter '27 and is enforced on December 1, 2026.") (Updated the week of October 5, 2026)
    - Clarified that a Deliverability setting controls address verification for new email addresses but doesn’t affect verification requirements for address change verification.
- **Pipeline Forecasting**: [Generate Accurate Forecasts with Forecasting Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_forecasting_agent.htm&release=264.0.0&type=5 "Forecasting Agent supports your entire forecasting cycle. The agent analyzes pipeline changes, calls out deals that need your attention to hit quota, and helps you complete forecast submissions, automating the manual work along the way. Drawing on opportunity scores and deal insights for richer data, Forecasting Agent works within your existing flow and tailors its responses to what's happening in your pipeline.") (Added the week of October 19, 2026)

### September 2026

- **Email, Calendar, and Integrations**: [Salesforce for Outlook Is Being Retired in January 2027](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_sfo_retiring.htm&release=264.0.0&type=5 "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.") (Updated the week of September 28, 2026)
    - Product retirement date moved from December 2027 to January 30, 2027.
- **Email, Calendar, and Integrations**: [Salesforce for Outlook Is Being Retired in January 2027](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_sfo_retiring.htm&release=264.0.0&type=5 "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.") (Updated the week of September 14, 2026)
    - Product retirement date moved from December 2027 to November 1, 2026.
- **Salesforce in Claude**: [Access Salesforce Context Without Leaving Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude.htm&release=264.0.0&type=5 "Get deal health, pipeline risk, and account context surfaced directly in your Claude conversation, backed by your org's live Salesforce data. A secure Salesforce MCP (Model Context Protocol) connection and pre-built skills put these insights a request away, so there's no separate integration to build. This beta is read only at launch. Claude surfaces Salesforce data and insights.") (Added the week of September 14, 2026)
- **Agentforce Sales Management**:[Set Up Automated Account Management Field Updates with the New Guided Configuration in Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_automated_acct_mgmt_field_updates.htm&release=264.0.0&type=5 "Use the new guided setup in Salesforce Go to configure automated account field updates within Account Management. Add fields, choose the update method for each field, enter instructions, and activate or deactivate each field configuration.") (Added the week of August 31, 2026)
- **Agentforce Sales Management**: [Set Up Pipeline Management Field Updates Faster in Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_new_pipeline_experience_setup_experience.htm&release=264.0.0&type=5 "For new Pipeline Management users, setup in Salesforce Go includes a more streamlined way to configure opportunity field updates. The new Automate Field Updates section introduces a guided workflow that simplifies setup by automating steps that previously required manual configuration.") (Added the week of August 31, 2026)
- **Spiff**: [Populate Documents with Live Quota Values](https://help.salesforce.com/s/articleView?id=release-notes.rn_spiff_2026_aug_21.htm&release=264.0.0&type=5 "Dynamic merge fields in Salesforce Spiff now include a rep's quota value, not just the name of their assigned quota table, so document templates always reflect current quota data without a manual spreadsheet upload.") (Added the week of August 31, 2026)
- **Spiff** [Check Export Availability Before You Run a Report](https://help.salesforce.com/s/articleView?id=release-notes.rn_spiff_2026_aug_18.htm&release=264.0.0&type=5 "Check whether Salesforce Spiff can process an export before you run it. A status indicator at the top of the Reporting tab shows whether the commission engine or reporting pipeline is actively processing data, so you know when a UI or API export is available. Hover over the info icon next to the indicator to see when the status last refreshed.") (Added the week of August 31, 2026)
- **Agentforce Prospecting**: View Prospecting Agent Activity (Removed the week of August 31, 2026)

### August 2026

- **Sales Account Plans**: [Get a Complete Sales Account Plans Setup Experience in Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_account_plans_setup_go.htm&release=264.0.0&type=5 "Setting up Account Plans in Salesforce Go now includes a full, guided configuration experience instead of linking out to the legacy Setup page. Turn on Account Plans and access every required and advanced setup step from a single location. You can also give users the required object and field access through one permission set instead of configuring access object by object.") (Added the week of August 24, 2026)
- **Einstein Activity Capture**: [Fine-Tune Which Emails and Events to Exclude from Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_eac_more_exclusions.htm&release=264.0.0&type=5 "Use keywords to automatically detect and exclude from capture emails that contain specific words or phrases. Use wildcard rules to exclude calendar events and email messages associated with specific web domains. Also, sensitive data detection now excludes emails with the word 'confidential' as a prefix in Outlook and Gmail message subjects. Outlook messages with a sensitivity level value of ‘confidential’ or ‘private’ are excluded. Previously, Einstein Activity Capture supported only exact-match for domain exclusions, and sensitive data detection only excluded email with certain personally identifying information included in the body of the message.") (Updated the week of August 24, 2026)
    - The basic sensitive data detection setting now excludes emails that have “confidential” in the subject line.
- **Einstein Activity Capture**: [Fine-Tune Which Emails and Events to Exclude from Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_eac_more_exclusions.htm&release=264.0.0&type=5 "Use keywords to automatically detect and exclude from capture emails that contain specific words or phrases. Use wildcard rules to exclude calendar events and email messages associated with specific web domains. Also, sensitive data detection now excludes emails with the word 'confidential' as a prefix in Outlook and Gmail message subjects. Outlook messages with a sensitivity level value of ‘confidential’ or ‘private’ are excluded. Previously, Einstein Activity Capture supported only exact-match for domain exclusions, and sensitive data detection only excluded email with certain personally identifying information included in the body of the message.") (Updated the week of August 17, 2026)
    - Removed advanced sensitive content detection and exclusion setting.
- **Agentforce Sales Management**: [Set Up Pipeline Management Faster with the Pipeline Management Configuration Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agentforce_pipeline_management_setup_skill.htm&release=264.0.0&type=5 "A configuration skill for Agentforce Pipeline Management transforms the manual setup navigation with natural-language prompts. Tell the skill which text fields you want configured on opportunities, and it handles the required setup steps for you—getting your sales teams to AI-driven opportunity updates faster. Reps can review and approve suggestions in Pipeline Inspection, or admins can turn on autonomous mode so the agent applies updates on its own.") (Added the week of August 17, 2026)

#### See Also

- [_Salesforce Release Notes:_ Summer ’26 Release Notes](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales.htm&language=en_US&type=5&release=262)