2025 came and went, bringing many new features along the way for everyone in the Salesforce ecosystem to utilize. As Salesforce has accustomed us in the past few years, we’re in for early Christmas presents and getting ready for the upcoming release with treasure hunting in already existing preview orgs, the ability to sign up for new preview orgs, and the long-awaited release notes for Spring ‘26.
In this article, we’ll zoom in on some of the most exciting Sales Cloud and Sales Cloud-adjacent features you can expect to hit your orgs in February 2026. Please note that all these features are part of the release preview, which means some of them may become available at a later date.
1. From Sales Cloud to Agentforce Sales
The Sales Keynote at Dreamforce 2025 zoomed in on how all Agentforce functionalities can come together to create the perfectly streamlined sales process for any Salesforce customer.
Even more so, with humans and agents working together side by side, the entire process can become faster, more efficient, and significantly alleviate the administrative burden Sales Managers may have while working towards their revenue goals.
With Dreamforce setting the stage, it shouldn’t be surprising at all that the very first section in the Spring ’26 release notes for Sales focuses on everything new with AI Agents for Sales – and there is quite a lot going on!
The Lead Generation and Lead Nurturing agents can work together to not only capture incoming leads and answer initial prospect questions, but also keep the conversation going until a meeting is scheduled, so that no inquiry falls through the cracks through a seamless handoff.
Agentforce Qualification can also be enabled from either the Lead Generation or Lead Nurturing agent’s guided setup, and based on your Ideal Customer Profile, the agent can determine when and if prospects are a strong fit.
Make sure to also take a look over Agentforce Sales Management enhancements, as both Agentforce Pipeline Management and Agentforce Account Management have been enhanced, and they are also now available in Slack to make your team’s lives even easier!
With ChatGPT’s user base increasing by the minute, it’s no wonder that Salesforce is bringing CRM processes into the well-known application that most customers are already using.
Available in beta as of December 17th, the Agentforce Sales App in ChatGPT allows connected users to both research and update Salesforce records without having to navigate away from the ChatGPT conversation. If your org already has the Agentforce for Sales add-on or is an Agentforce 1 Sales Edition, then you can enable this feature from Salesforce Go and take it for a spin.
Sales Workspace
Getting started with AI features tailored for Sales teams is becoming much easier. As of December 2025, even before the actual release, customers using Salesforce Foundations can get started by following the AI-Powered Selling Initial Setup option in Salesforce Go.
When humans and agents work together, a central hub is needed to see everything that’s currently going on. In Sales Cloud, that is Sales Workspace – a lens for reps to see into their own performance and ready-to-action items, as well as analyze how Agentforce has been helping them across meetings, Opportunities, Leads, Account Research, and more.
Setup With Agentforce
Starting January 2026, the new iteration for Agentforce in Setup will be available as a beta feature. While this may sound familiar from TDX 2025, if you tried it out back then as Agent for Setup, the new experience will probably seem very different and more powerful for Salesforce Admins.
The journey will start directly from Setup home with a prompt bar and recommendations, as well as insightful and actionable metrics from your own org (which Agentforce can help you further dive into).
Setup with Agentforce will be available on every page in Setup, and while it will help with simpler user management tasks such as password changes, it will also create custom objects and fields, create custom Report Types and Lightning Pages, as well as explain and sort formulas for you.
While this experience is not available just yet, we are looking forward to testing it out when it is, so stay tuned!
2. Do More With Account Planning
Tracking an entire Account Hierarchy’s performance against Account Plan objectives has just become a breeze! Account Plans can still be considered a fairly new feature, as prior to the out-of-the-box option existing, many Salesforce customers went the custom route of creating their own objects and custom implementation.
In Spring ‘26, the proposed idea to account for records from the entire hierarchy when it comes to Account Plan Objectives will be delivered.
This means that instead of being able to select records only from the Account directly linked to the Account Plan, related records can be selected from any account – be it directly from the Account Hierarchy of the initial account, or any other one.
3. Reports and Dashboards
Every Salesforce Admin and most users are using Reports and Dashboards day in and day out for multiple use cases, teams, and processes. More often than not, these reports contain sensitive information as well as personal data; thus, the Export Reports permission made it on our list of ‘dangerous’ permissions you should think twice about before assigning to users.
Since the Export Reports are not specific, the Spring ‘26 option to add custom disclaimers on exported reports is even more welcome. While this will not prevent users from exporting data, it will make it even clearer that information is confidential. The Salesforce disclaimer can’t be removed, but you can add your custom one underneath it. The confidential information disclaimer settings also remain.
Another welcome update in this realm is the option to start adding custom Lightning Web Components (LWCs) to the out-of-the-box Salesforce Dashboards. Given that certain requirements may need further data manipulations than Reports can handle, this is where a custom LWC will shine – and with the option for them to be displayed alongside other widgets on already existing Dashboards, the users can enjoy everything on one page.
This will be made available as a beta feature, and must be first enabled by Salesforce Support.
4. Enhance Your Sales Process With Flow Approvals
Salesforce professionals were in for a treat in early 2025 when the new Flow Approvals were first introduced, and then constantly improved in subsequent releases. While the well-known Approval Processes don’t seem to have gone anywhere (yet), the ability to leverage the capabilities of Flow Builder to achieve even the most complex approval scenarios can easily become an admin favorite.
This release will bring us another Flow Approval Process-specific component to use on Record Pages, and that is Request Approval. This component facilitates the use of autolaunched Flow Approvals directly from the Record Page, while also having the option to allow the user to select the first approver if needed and add comments, without admins having to create a new button.
With the overall sales process being one of the most complex ones across Salesforce implementations, chances are that everyone will use (if they don’t already) a Flow Approval Process for Account, Opportunity or Quote approvals to mimic some of the legacy CPQ Advanced Approvals behavior – in Revenue Cloud, this is actually already being done with Flow Approvals.
Having this option at your fingertips comes with great power, but you also need to account for everything working smoothly: that’s why you should be familiar with debugging Flow Approvals, and as of Spring ‘26, admins will also be able to debug specific segments of the process for focused troubleshooting or testing.
5. Einstein Activity Capture
Potentially one of the most well-known features when it comes to activity tracking, Einstein Activity Capture (EAC) has seen amazing updates in 2025, with admins finally having the option to sync all activities as Salesforce data. This change comes with long-awaited benefits, such as easier reporting using out-of-the-box Reports & Dashboards and streamlined integrations with 3rd-party systems or analytics tools through the use of public APIs.
In Spring ‘26, a few updates are happening to EAC, but users will be happy to hear that Email Insights can be pulled into custom report types for Accounts, Leads, Opportunities, and Contacts.
While it may seem like a small change, this will empower all teams to have a complete overview of their customers and communications in one place. If your org is not already using Einstein Email Insights, now is a great time to start looking into it!
Similar to other Salesforce features, it’s always a good idea to know what options you have when something doesn’t go according to plan. An improvement for admins overseeing the EAC sync is the Reports tab under Status & Metrics in Setup. Both emails and events will benefit from more detailed metrics and failure reports, so that you can take action faster.
With the fairly recent possibility to also Sync Email as Salesforce Activity for Einstein Activity Capture, it should come as no surprise that Salesforce is emphasizing the retirement of Activity 360 Reporting and the related objects. Make sure to bring your EAC settings up to date and look into creating reports for you and your team to slice and dice the data.
6. Einstein Conversation Insights
Similar to the EAC change we saw in 2025, it’s now time for Einstein Conversation Insights (ECI) to move in that direction as well. Starting in January 2026, new ECI customers will have the respective standard Salesforce objects turned on by default, and as you might have guessed, the data will be stored on the Salesforce platform.
Existing customers will also be able to benefit from this in the Summer ‘26 release, as that is currently when data migration is scheduled to start happening, but new customers can start with this immediately.
While the data does count towards your org’s storage capacity, the benefits will most likely outweigh the associated storage consideration. Since the records are on the Salesforce platform, it means that users will have an easier time reporting on what they need.
But as a Salesforce Admin, you will have even more options to create bespoke automations by using Flow or Apex.
7. Sales Planning
Despite not being part of the core Sales Cloud functionality, Sales Planning is an add-on product and part of Salesforce’s Sales Performance Management offering alongside Sales Programs, Spiff, and Maps. Since this is one product that quite a few Sales Cloud customers might be using, it’s worth noting that version 1 is scheduled for retirement in Summer ‘26, but changes will start appearing even earlier in Spring ‘26, with customers no longer being able to create Sales Plans in the legacy version.
In lieu of the migration and upcoming changes, make sure to review all differences between the two versions and plan accordingly.
Sales Planning is, however, also seeing enhancements as part of the Spring ‘26 release, such as the ability to better carve and manage territory assignments by enabling overlapping boundaries where needed.
Also in Territory Planning, financial targets can be directly distributed to Accounts by using allocation formulas. When optimizing territory plans, the jobs will run on Hyperforce for enhanced performance.
8. Sales Dialer End of Sale
If you’re looking forward to using telephony within your Salesforce instance, then the time has come to move into exploring Service Cloud Voice: the newest way to have both telephony features as well as everything your CRM has to offer in one place.
As mentioned in the Spring ‘26 release notes, new Sales Dialer licenses are no longer available for purchase. Similar to the end-of-sale announcement for CPQ earlier in 2025, existing customers can continue to renew, but new customers no longer have the option to purchase this product.
Final Thoughts
As we could have expected, Salesforce didn’t disappoint with the sneak peek into the Spring ‘26 release for Sales Cloud customers. There are plenty of new features to dive into all across the board: from Agentforce becoming more and more widespread to Flow Approvals being enticing to switch to given the new options, and even more specific updates such as the ability to embed your very own custom LWCs in Dashboards.
There is a whole lot to choose from, but if you were to choose one, what’s that one Spring ‘26 feature you’re most excited about? Let us know in the comments section below!
Read More
- 10 New Salesforce Flow Features in Spring ‘26
- 9 Features for Salesforce Developers in the Spring ’26 Release
- Top 11 Salesforce Spring ’26 Features for Admins
- Service Cloud: Top 10 Salesforce Spring ’26 Features
- Top 10 Spring ‘26 Updates for Salesforce Marketers
