Agentforce Revenue Management – Spring ’26 (260) Release Notes Highlights
- Khaled Halabieh
- Dec 31, 2025
- 11 min read
Updated: 2 days ago
The Spring ’26 (260) release notes are live! We’re excited to share our highlights on the latest and greatest for Agentforce Revenue Management (formerly Revenue Cloud).
Check out the full Salesforce Spring ’26 Release Notes here and the Agentforce Revenue Management (ARM) Release Notes here.
In case you missed it, check out our Communications, Media, and Energy, Omnistudio, Industries CPQ & OM – Spring ’26 (260) Release Notes Highlights here.
As a general note, many of the links containing the full details of the features and how to configure them are not available as of publishing this article.
Key Highlights
Salesforce Go Enhancements
Salesforce Go continues to expand with new enhancements related to Agentforce Setup, Contract Management, Document Generation, and lastly Dynamic Revenue Orchestration (DRO) features.
To access this feature, you can select the Salesforce Go from the gear icon and filter by Revenue Cloud on the homepage.
Read more.
Promotions
We’ve had the pleasure of playing around with the new Promotions module extensively as part of the pilot of this feature in the last release for one of our customers. Now, Promotions is ready for prime time as it is now Generally Available (GA)!
For those of you familiar with Managed Package Vlocity, you will feel right at home with the Promotions module as conceptionally it is similar – it allows for defining a Promotion which applies price adjustments on top of product(s) where the promotion has a start and end date that is separate from the products’ start and end dates – think a Black Friday Promotion or Back to School Promotion. Do note unlike Industries CPQ Promotions, we do not have the capability to add a Promotion which adds the products it contains to the cart automatically – promotions only apply on top of products. The currently GA features of Promotions include:
Manually and Automatically Applied Promotions
Pricing Adjustments on Products or Categories
ARC Support with Promotions
Eligibility Conditions Driven from Salesforce Core and Data Cloud segments
Multiple Promotions Apply & Stack on a Line Item
In the future (safe harbor), stay tuned for:
Fine-tuned Stackability
Coupon Codes
Promotion Cancellation Fees
Term Based Promotions (i.e. Promotional price applies for only first 3 months after applying)
Cross Product Promotions
Attribute Based Promotions
And more!
Stay tuned for a future post where we’ll deep-dive on Promotions.
Read more: Promotions in Agentforce Revenue Management
Product Catalog Management (PCM)
Simplified Product Data Cache Refresh
Generate, refresh, or empty the cache to efficiently synchronize your data. Read more.
Increased Search Limits
Salesforce has increased the configurable limits for searchable and filterable attributes in Product Catalog Management, enabling larger catalogs to support richer search and filtering so users can find the right products more easily. Read more.
Select More Products
Select more than 20 products during product discovery and add them to the transaction simultaneously. Read more.
New and Changed Connect REST APIs
Specify Enterprise Product Catalog (EPC) as a catalog source with the new API enhancements. Read more.
Salesforce Pricing
See full Salesforce Pricing release notes.
Smarter Price Propagation
You can now streamline complex, multi-level quotes using formulas that automatically calculate and propagate totals and discounts across up to five nested levels, enabling consistent, automated pricing for advanced quote structures. Read more.
Package Procedure Plans in Deployment Packages
Migrate entire pricing solutions across Salesforce orgs by adding procedure plans directly to your deployment package. Read more.
Advanced Price Log Settings
Capture detailed diagnostic data for complex pricing elements, including inputs and full exception details. This makes troubleshooting and performance analysis easier, helping admins quickly find and fix the root cause of pricing issues. Read more.
Conditional IF Statements
Use conditional IF statements and nested logic within the Formula-Based Pricing element to handle complex pricing scenarios. Read more.
Revenue Cloud Operations Console
The Pricing Operations Console is now renamed to Revenue Cloud Operations Console. Read more.
Product Configurator
Translation Support for Run-Time Messages
Localize Configurator messages by creating translated custom labels for warnings, errors, and informational prompts directly from Constraint Builder. With bulk label generation and autocomplete for reusing existing labels, it’s faster to set up multilingual messages—helping reps troubleshoot more easily and improving adoption with clear guidance in their local language. Read more.
Configurator Interface Improvements
View, compare, and edit attributes and context fields directly on option cards, quickly add multiple dynamic product instances, or clone existing ones with their current settings. These enhancements reduce clicks and scrolling, helping reps complete bundle configurations faster and more confidently. Read more.
Non-Blocking UI Behavior for Attributes and Options
Change multiple values on a product without waiting for system response, to speed up the configuration process. Read more.
Configuration Logs to Debug Configuration
Generate and review configuration logs to troubleshoot and review inefficiencies. Read more.
Wire Adapter LWC for Configuration API
Use a wire adapter with a Lightning web component to access Configurator API. Read more.
Update Sales Transaction Fields in Third Party Configurator UI
Use Lightning Message Service (LMS) events to update all fields on a sales transaction item, including custom fields, for a third-party configurator UI component. Read more.
Updates in Default Product Configurator Flow
The Default Product Configurator flow now includes new attributes; previously cloned flows must be updated manually or recreated to incorporate these changes. Read more.
Transaction Management
Imported Quote Lines Enhancements
The new Data Processing Engine streamlines quote line imports by automatically populating default records, child lines for bundled products, and default attributes when importing from CSV files, including static bundles and products with static attributes. A prebuilt template for multi-currency orgs further simplifies setup by reducing the manual steps needed to add and map currency fields, helping users speed up quoting and improve accuracy. Read on Default Child Lines and Attributes. Read on multi-currency.
Multiple Ramp Schedule Groups
Allow users to create and manage multiple independent ramp schedule groups within a single quote or order to support complex deal structures. They can also update both ramped and non-ramped assets, including ramped assets with varying state period date, within a single transaction. Sales reps can execute advanced actions, like “rip and replace,” to remove and add assets simultaneously. Read more.
Advanced Filtering
Filter all quote/order lines including ramped, errored, and unconfigured lines using predefined filters. Read more.
(Pilot) Automatic Line-Item Sequencing
Ensure consistent line-item order on quotes and orders with Automatic Line-Item Sequencing, which preserves the sequence of items that are added while still allowing manual reordering for business-specific needs. Read more.
Instant Pricing Enhancement
Recalculate only the lines that have price-impacting changes on your quotes and orders. Read more.
Set Instant Pricing to Active by default. Read more.
Context Reuse for Enhancement Performance
Context reuse improves efficiency and performance by sharing context across components, reducing resource waste, preventing stale data, and ensuring smooth, consistent edits for quotes and orders. Read more.
Track Product Swap, Upgrade, and Downgrade Amendments
Support Swaps, Upgrades, and Downgrades as distinct amendment types with new connections among the related quote line items, order items, and asset actions. Read more.
Future Dated Amendments
Eliminate the need to cancel and re-create orders by having the ability to edit any order that has a future start date to reflect changes like swaps, upgrades, or quantity changes. Read more.
Sensitive Data Restriction
Restrict users from seeing sensitive pricing data while quoting/ordering. Read more.
Other Transaction Management Items
Advanced Approvals
See full Advanced Approvals release notes.
Auto-approve Resubmissions by Custom Logic
Use custom logic to auto-approve resubmitted records, bypassing smart approval conditions. By leveraging a custom flow and the new Get Previous Related Record Details action, they can evaluate prior submission details, and the Use Custom Auto Approval Logic field applies the flow’s decision to determine auto-approval. Read more.
Custom Email Templates for Key Approval Paths
Use Lightning or Visualforce email templates in approval workflows, supporting up to eight notification types. These templates allow advanced formatting, including tables and images, giving reviewers clear, structured context to act on requests directly from email. Read more.
Skip Condition Checks
Skip the evaluation of entry criteria within a smart approval step. Read more.
More Data Types for Smart Approval Logic
Use nine additional data types—including Date Time, Boolean, and Currency—to configure approval step entry conditions. Read more.
More Conditions per Step
Define up to 30 conditions (previously 10) for approval stage exits and step entries/exits. Read more.
Other Transaction Management Items
Dynamic Revenue Orchestrator
Orchestrate to All Transaction Types
Design and automate any business process using the usage type framework, supporting custom context definitions for non-sales transactions and enabling automated, product-independent plans for orders. Read more.
Custom Logic Between Decomposition and Plan Generation
Insert custom logic to update the fulfillment order line item data between the order decomposition and plan generation processes. Read more.
Enhanced Workspace for Decomposition Rules Design Time
The Decomposition workspace now shows both product-specific and class-based decomposition rules, along with the full technical bundle hierarchy. Read more.
Prevent Callout Failures
Callout fulfillment steps can now automatically pause when external systems are under maintenance, preventing failures and allowing operators to track and manage the steps on hold within the fulfillment plan. Read more.
Migrate Rules between Salesforce Orgs
Move decompositions rules and associated condition data between Salesforce Orgs by using the Data API. Read more.
Orchestrate Industries CPQ Orders by Using DRO
Use DRO's advanced orchestration capabilities for Industries CPQ orders without needing to migrate the commercial product data from EPC. Read more.
Move and Change of Plan Orders from Industries CPQ
Industries CPQ now enables specialized fulfillment scenarios for managing asset transfers, plan changes, and service adjustments, using Dynamic Revenue Orchestrator to ensure precise execution and proper task dependencies. Read more.
Other Dynamic Revenue Orchestrator (DRO) Items
Usage Management
See full Usage Management release notes.
Usage Management Items
Billing
See full Billing release notes.
Customer 360 and Disputes
Billing Inquires and Disputes
Handle inquiries and disputes end-to-end using pre-built service templates (like Suspend Billing, Update Bill To Contact on Invoice, Invoice Charge Dispute, Extend Invoice Due Date, and other Billing Inquires). Read more.
Statement of Account
Use Generate Account Statement API to generate a single account statement that summarizes invoices, payments, credits, debits, and refunds of an account and its related accounts. Read more.
Billing Foundation
Order Item Billing
Billing individual Order Line Items with separate billing schedules. Read more.
Flexible Billing Frequencies
Set a billing frequency that differs from a product’s pricing term, converting shorter pricing cycles into longer billing periods while ensuring accurate billing for partial usage days. Read more.
Billing Amendments
Billing handles amendments more accurately with additional capabilities around swaps, future dated amendments, and ramps. Read full Billing Amendments documentation.
Align Billing Dates with Order Item Detail and Quote Line Detail Records
Align Billing with Subscription Term Updates
Align Billing with Changes to Future-Dated Orders and Quotes
Capture Accurate Billable Amounts After Rollbacks
Generate Precise Billing for Multiple Ramp Deals
Maintain Billing Accuracy During Price Changes
Ensure Billing Accuracy During Product Swaps
Tax Management
Billing enhancements now allow recovery of credit memos in error states and voiding of posted credit memos with automatic debit memo creation. The built-in Standard Tax Engine enables direct tax configuration and application for simpler use cases, while header-level tax totals ensure accuracy and prevent rounding discrepancies. Additionally, tax identification details can be captured on billing accounts to support regional compliance requirements. Read full Tax Management documentation.
Invoice, Credit Notes, and Payments Management
Billing enhancements now support complex scenarios with billing arrangements across multiple accounts, on-demand invoice generation with customer-specific templates, and sequential credit memo numbering for audit readiness. Additional features include importing pre-tokenized payment methods, rule-based automatic application of credits and payments, and custom rules to retry failed payments based on error type. Read full Invoice Management documentation. Read full Credit Memo Management documentation. Read full Payments documentation.
Other Salesforce Billing Items
Salesforce Contracts
See full Salesforce Contracts release notes.
Control Section Name Visibility when Inserting Content
Choose to hide section names in generated documents while still managing them in the Microsoft 365 add-in, offering more control over document formatting. Read more.
Preserve Clause Formatting
Preserve their original rich text formatting, such as indentation, spacing, lists, and fonts, when inserted into Microsoft 365 templates or contract documents, preventing document styles from overriding them. Read more.
Profile Based Access for Sections
Restrict section-level access to specific profiles, controlling who can update sensitive content, including token values, during contract creation and review. Read more.
Data True-Up Improvements
Salesforce Contracts’ Data True-Up feature allows comparing the Contract record or other data against a document, highlights differences, and allows you to sync and differences to the Salesforce record(s). This is useful if you have offline modifications to a document (e.g. redlines from a customer) to sync those back to Salesforce without this being a fully manual activity.
Data True-Up has greater scalability, now supporting 200+ field tokens and line item-level tokens, better visibility to changes by generating a comparison document with differences highlighted, and more flexibility to true-up data from related objects such as Accounts, Opportunities, and Quotes.
Document Template Deployment Improvements
Simplify deployments of Document Templates and their dependencies on clauses, clause versions, and profile data by changing the references to key mapping. What used to be either a painful manual deployment process or requiring sophisticated DevOps tooling (like ours!) is now more accessible.
Other Salesforce Contracts Items
Salesforce Document Generation
Salesforce Document Generation primarily gets minor enhancements in this release, though a much-needed file size limit increase.
Scalability Improvements
Document Generation now supports output files of up to 200MB in size (up from 10MB)!
Context Service – Achieving Partial Feature Parity with Data Mapper (DataRaptor)
Context Service is the spiritual successor to both Field Mapper and Data Mapper (formerly) DataRaptor functionalities from the Vlocity Managed Package. This release brings us closer to parity with those tools via a filtering capability to limit which records are extracted and a lightweight Apex transformation capability similar to Data Mapper Transforms.
Other Salesforce Document Generation Items
Omnistudio
See full Omnistudio release notes.
Omnistudio Support in LWR Sites with Flexcards and Omniscripts
This feature was in Beta last release, and is now ready for prime time! Omnistudio on LWR is Generally Available (GA) this release. LWR provides more flexibility and performance by removing a lot of the overhead and legacy of Aura Experience Cloud sites. Now you no longer have to choose between LWR and Omnistudio support. Read more.
Omnistudio Assistance AI Agent (Pilot)
Wish you had a senior developer or architect looking over your shoulder while building Omnistudio? Now you can have an AI Agent provide context-aware guidance from the designers. We can’t wait to get our hands on with this one – should be a big help to people newer to Omnistudio to have less of a ramp as they get up to speed. Read more.
Other Omnistudio Items
Agentforce for Revenue Management
See full Agentforce for Revenue Management notes.
Product Recommendations
Get rule-based product recommendations while building quotes. Read more.
Other Agentforce for Revenue Management Items
Agentforce enhances billing and quoting by providing conversational support for customers and employees, detecting token overages with automated upsell quotes, and enabling partners to perform advanced quoting actions via Experience Cloud.
Closing Thoughts
The Spring ‘26 release brings a lot of new features to the various modules in Agentforce Revenue Management (formerly Revenue Cloud), especially the introduction of Promotions, enhanced capabilities for Agentforce, and additional capabilities for Salesforce Pricing.
We expect the new couple releases to bring a lot of new and exciting features, especially for Promotions – let’s see if our prediction holds!
See you in a few months for the Summer ’26 (262) Salesforce Industries & Agentforce Revenue Management Release!