Sales Cloud Updates

Create manual and automatic promotions with discounts on products and categories. Define eligibility rules and sales channels.

Prices recalculate immediately as users edit quotes. Only changed lines are recalculated for faster complex quotes.

Define formulas to calculate discounts and totals through up to 5 levels of quote hierarchy nesting.

Use DRO for any transaction type including dunning and customer service workflows.

Display usage, overages, and prepaid amounts on invoices. Convert usage into tokens and currency.

Increased search limits for filterable attributes. Select more than 20 products simultaneously.

Sales reps can research leads, plan strategies, and update Salesforce records directly within ChatGPT using real-time CRM data.

Central hub for sales reps to see performance, action items, and how Agentforce helps across meetings, opportunities, leads, and more.

Account Plan Objectives can now include records from the entire account hierarchy, not just the directly linked account.

Pull Email Insights into custom report types for Accounts, Leads, Opportunities, and Contacts. Better visibility into customer communications.

ECI data is now stored on the Salesforce platform. Easier reporting, Flow automations, and API access for call analytics.

Add custom disclaimer text to exported reports. Appears after the standard Salesforce disclaimer for compliance requirements.

Embed custom Lightning Web Components in Salesforce Dashboards. Display complex visualizations alongside standard widgets.