Agentforce Revenue Management – Summer ’26 (262) Release Notes Highlights

The Summer ’26 release for Agentforce Revenue Management (formerly Revenue Cloud) continues to reduce friction, focusing heavily on guided experiences, in-context configuration, and lifecycle-aware deal management. We’re excited to share our highlights on the latest and greatest for Agentforce Revenue Management (formerly Revenue Cloud).

Check out the full Salesforce Summer ’26 Release Notes and the Agentforce Revenue Management (ARM) Release Notes.

Key Highlights

Ramp Schedule Wizard

Previously, configuring ramp schedules for group-based deals required cloning segments and manually aligning dates across multiple periods — a process that was both time-consuming and error-prone.

With Summer ’26, the new Guided Ramp Schedule Wizard simplifies this significantly. Users can now define the full ramp structure in a single guided flow. Trial periods, discounts, and price uplifts across all segments can be configured in one place, reducing manual effort while ensuring consistency across complex, multi-year deals.

Read more: Simplify Multi-Year Quoting by Using a Guided Ramp Schedule

Enhanced Experience in Sales Transaction Line Editor (STLE) and Browse Catalog

Summer ’26 introduces key usability improvements that make product configuration and quote management more seamless, especially for large and complex deals.

The Sales Transaction Line Editor (STLE) doesn’t have the fixed-height constraint. Users can view entire product groups on a single page without being restricted to a scrollable window, improving context and navigation during quote building.

The Browse Catalog experience is also more powerful. Constraint rules, recommendations, and pricing logic now execute directly within the catalog during product selection. This removes the need to switch between screens to validate configurations, with changes applied directly to the quote in real time.

In addition, the platform now supports up to 200 attributes in the side panel, enabling richer product modeling without breaking configurations into multiple steps or custom workarounds.

Product variations are also better supported across quotes and orders, making it easier to manage multiple versions of a product without duplication.

Overall, these enhancements reduce navigation overhead, simplify configuration, and improve handling of large, complex deals.

Read more:

• Work More Efficiently with the Enhanced Sales Transaction Line Editor

• Build Transactions Faster with Rule-Based Discovery

• Enhance Attribute Visibility in the Sales Transaction Line Editor

• Sell Product Variations in Quotes and Orders

Approvals in Slack

One of the most impactful updates in Summer ’26 is Slack-based approvals.

Previously, approvals were handled in Salesforce or via email, often requiring users to switch contexts or gather additional information before making a decision.

With this release, approvals can now be completed directly in Slack across both mobile and desktop. Approvers can approve, reject, or comment without leaving the conversation, and they also gain access to key quote context — including important fields and related line items.

This streamlines the approval process, reduces cycle time, and improves visibility by keeping all decision-making activity within a single collaboration surface.

Read more: Keep Approvals Moving in Slack

Usage Products Wizard

Setting up usage-based products previously required multiple records across different objects, with manual linking between products, resources, and configurations.

The new Guided Setup Wizard consolidates this into a single step-by-step flow.

Resources, policies, rate cards, and related components can now be defined in one place, significantly reducing setup complexity and time to configure.

Read more: Reduce Setup Time for Usage Products with a Guided Workflow

Multi-Year Deals with Time-Aware Fulfillment Assets

Building on the Guided Ramp Schedule experience, Summer ’26 introduces time-aware, decomposed amendments that improve how changes are applied to ramped deals after creation.

Instead of applying broad updates across an entire contract, amendments can now be applied to specific time periods within the ramp structure. This ensures that changes such as pricing adjustments are aligned with the original ramp design, preserving consistency while allowing greater flexibility across the full lifecycle of a deal.

Read more: Orchestrate Multi-Year Deals with Time-Aware Fulfillment Assets

Salesforce Go

See full Salesforce Go release notes.

Dunning Orchestration Solution Data Pack

Salesforce Go makes configuration easier and this release brings a template for sending out automatic payment reminders via Dynamic Revenue Orchestrator. Read more.

Other Salesforce Go Items

• Discover More Revenue Management Features

Product Catalog Management (PCM)

See full Product Catalog Management (PCM) release notes.

Product Discovery Enhancements: Rules, Pricing

Execute constraint rules to disable incompatible products, show recommended products and other messages, and view pricing and quantities as you add items to the transaction. Read more.

Product Variants

Define groups or variants of products where multiple products different based on specific attributes. At run-time, users can view and select the variants while browsing a product. Think of your favorite mobile phone with different color and storage variants.

Read more.

Other Product Catalog Management (PCM) Items

• Apply Consistent Ramp Selection During Product Discovery and Configuration

• Expand Your Product Offerings with Product Variations

• Show Precise and Consistent Pricing with Extended Decimal Support

• New Connect REST APIs in Product Catalog Management

• New and Changed Connect REST APIs in Product Discovery

• New and Changed Invocable Actions in Product Discovery

• runtime_industries_cpq Namespace

Salesforce Pricing

See full Salesforce Pricing release notes.

CSV-Based Decision Tables in Pricing Procedures

Finally! Previously there was a strange limitation that you could only use object-based Decision Tables and not CSV-based Decision Tables for in a Pricing Procedure. Useful when the data is maintained in a sheet in bulk and you don’t want to deal with a full-blown object and the storage, security, etc concerns related to it. Read more.

Other Salesforce Pricing Items

• Sync Decision Tables for Any Pricing Recipe

• Map More Variables in the Map Line Item Element

• Changed Connect REST APIs in Salesforce Pricing

Product Configurator

See full Salesforce Product Configurator release notes.

Design-Time Usability Improvements for CML

Load product attributes, attribute values, custom fields, and stand fields when importing products from PCM while creating CML instead of manually adding them. Use the productField attribute notation. Read more.

Instant Pricing and ARC Validations in Product Configurator

Hooray! No more painful custom LWC workarounds to have Instant Pricing enabled by default in the configurator. Now set the flag instantPricing to do so. There is also a new flag to control whether validations run during ARC / MACD. Read more.

Other Product Configurator Items

• Define Constraints for Quote Groups and Ramp Segments

• Changed Connect REST API in Product Configurator

Transaction Management

See full Transaction Management release notes.

Enhanced Experience in Sales Transaction Line Editor (STLE) and Browse Catalog

See Key Highlights above. Read more:

• View up to 200 Product Attributes

• Sales Transaction Line Editor Dynamic Height

• Product Variants

Deep Clone Quote & Order with Related Records

Now you can deep clone Quotes and Orders with Recipients! Read more.

Process More Records per Transaction

We love having levers to pull for performance, and this introduces the ability to have either 200 or 500 line items processed per transaction, potentially improving scalability for large quotes and orders. Read more.

Other Transaction Management Items

• Simplify Multi-Year Quoting by Using a Guided Ramp Schedule

• Renew Ramped Assets Early to Secure Future Revenue

• Handle Complex Product Configurations with More Attributes

• Strengthen Document Builder with Robust Service Architecture

• Track Quote and Tax Data with Enhanced Object Visibility

• Secure Data Access for Pricing with Elevated Permissions

• Changed Connect REST API in Transaction Management

• New Invocable Action in Transaction Management

Advanced Approvals

See full Advanced Approvals releases notes.

Advanced Approvals in Slack

See Key Highlights above. Read more.

Approval Step Dependencies in Preview Approvals

View the dependencies between approvals steps in Preview for Advanced Approvals. Read more.

Other Advanced Approvals Items

• Preview Approval Step Dependencies for Your Submission

• Customize and Automate Approval Actions with Flow and Apex

• Changed Connect REST API in Advanced Approvals

Dynamic Revenue Orchestrator

See full Dynamic Revenue Orchestrator (DRO) release notes.

Multi-Year Deals with Time-Aware Fulfillment Assets

See Key Highlights above. Read more.

Migrate DRO Conditions

DRO objects such as Product Fulfillment Scenario have fields containing JSON data are linked to BRE RuleSets. Now there are clear guidelines of how to migrate this data. Read more.

Other Dynamic Revenue Orchestrator Items

• Schedule Orchestration Steps with Negative Delays

• Improve Auto Task Step Behavior by Passing Custom Parameters

• Gain Operational Visibility with Fulfillment Reporting

• New and Changed Objects in Dynamic Revenue Orchestrator

• Changed Connect REST API in Dynamic Revenue Orchestrator

• New Metadata Type in Dynamic Revenue Orchestrator

Usage Management

See full Usage Management release notes.

Usage Products Wizard

See Key Highlights above. Read more.

Other Usage Management Items

• New Connect REST API in Usage Management

Billing

See full Billing release notes.

Customer 360 - Billing Summary

See a summary of all key billing details such as invoices, payments, and credit memos. Read more.

Payments and Refunds - Group Invoices to a Single Payment Request

Combine multiple invoices to a single payment request, saving transaction fees for your customers. Read more.

Payments and Refunds – Generate Pay Now Links from Business Accounts

Generate a Pay Now link directly related to a Billing Account to streamline payment collection. Read more.

Other Billing Items

• Customer 360

  • Summarize Billing Transactions in a Statement of Account

  • View All Billing Arrangement Relationships from Account and Invoice Records

  • Manage Billing Inquiries Efficiently with Assisted Case Creation and Metrics

• Billing Schedules and Billing Milestones

  • Align Billing with Cancellations on Future-Dated Orders and Quotes

  • Support Milestone Plans for Amendments

  • Change from Higher to Lower Billing Frequencies on New Sale Orders and Quotes

• Invoice Management

  • Make Smarter Collection Decisions with Predictive Invoice Risk Scores (Pilot)

  • Stream Invoices Faster with Upgraded Invoice Batch Runs

  • Start Daily and Weekly Invoice Schedules on Working Days

• Payments and Refunds

  • Initiate Automated Refunds on Negative and Canceled Invoices

  • Send Level 2 and Level 3 Data for Payments Made Through Apex Adapters

  • Expand Your Payment Options via the Billing Portal

• Collections

  • Automate Dunning Workflows by Using Dynamic Revenue Orchestrator Templates

• Simplified Payloads for Create Standalone Billing Schedules API

• New and Changed Objects for Billing

• Changed Connect REST API in Billing

• Changed Metadata Types in Billing

• New and Changed Invocable Actions in Billing

Salesforce Contracts

See full Salesforce Contracts release notes.

Bulk Import Legacy Contracts from External Repositories

Goodbye old-school data migration, Hello data migration via AI! This leverages AI to go through a bulk set of contract documents and convert them to Contracts + Clauses within Salesforce, saving weeks or months of manual effort. Read more.

Advanced Approvals + Salesforce Contracts

Bring the power of Advanced Approvals to Salesforce Contracts! Read more.

Generate Localized Documents

For implementations with customers in different countries and/or different languages, generating documents in your customers locale/language is critical and now it’s supported in Salesforce Contracts Document Generation, covering translated text, localized currency and date/time formats. Read more.

Keep Unresolved Tokens for e-Signature

A timely new feature to make integrating with non-DocuSign e-Signature platforms such as Adobe Sign. This allows for keeping merge tokens (with the syntax {{token}}) which are used by some e-Signature platforms to then add the signature and other fields. This allows you to generate a contract via Salesforce Contracts Document Generation, then send it for e-Signature via another platform such as Adobe Sign. Previously, this required a workaround of merging the same text as the token. Read more.

Other Salesforce Contracts Items

• Extract Data from External Contracts with Flexible Single Extraction Pipelines

• New and Changed Objects in Document Generation and Contracts

• Changed Connect REST APIs in Salesforce Contracts

Salesforce Document Generation

See full Salesforce Document Generation release notes.

Context Service & Data Processing Engine in Document Generation

While in the previous release, you had the ability to feed data into Document Generation via Context Service, now you can additionally perform transformations as well via Data Processing Engine (DPE). This brings an alternative to using Data Mapper Extracts and Transforms for feeding in + transforming data for doc gen. Read more.

Trigger Document Generation from Record Pages and Flows

No need for wrapper LWCs and Omniscripts – directly trigger Document Generation by adding the out of box Generate Document component on a record page or use it in a flow. Read more.

Other Salesforce Document Generation Items

• Protect and Categorize Documents with Dynamic Watermarking

• Navigate Complex Documents with an Automated Table of Contents

• Add Document Generation Process Requests to Active Batches

Agentforce for Revenue Management

See full Agentforce for Revenue Management notes.

Billing Service Assistance Agent

Leverage the Billing Service Assistance Agent to answer questions around account balances, payments, invoices, etc, ultimately reducing service case volume and saving time for customers, partners, sales reps, and service reps. Read more.

Other Agentforce for Revenue Management Items

• Manage Collections with the Billing Employee Assistance

• View the Financial Impact of Customer Usage with Consumption Agent

Closing Thoughts

This release continues in a clear direction for Revenue Cloud: reducing friction in complex revenue processes while bringing more guided, in-context experiences directly into the flow of work.

If you’re working with Revenue Cloud and want to go deeper into any of these features or how they impact architecture and implementation patterns, I’d be happy to connect and exchange notes.

See you in a few months for the Winter ’27 (264) Salesforce Industries & Agentforce Revenue Management Release!