Revenue Cloud – Winter ’26 (258) Release Notes Highlights

The Winter ’26 release notes are live and we’re excited to share our highlights on the latest and greatest for Revenue Cloud.

Check out the full Salesforce Winter ’26 Release Notes here and the Revenue Cloud Release Notes 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

From our team’s perspective these are the most important and exciting part of Winter ‘26 release:

1️⃣ Salesforce Go for Revenue Cloud - you now have a guided, step-by-step setup experience under Setup, allowing you to configure your Revenue Cloud organization quickly and easily through one-time automated setup steps. 👉 Read more

2️⃣ Product Catalog Management Cache – a new cache mechanism which allows you to access frequently used product details without the need to reload them. 👉 Read more

3️⃣ CML Enhancements and Best Practices Guide – With overall improvements to CML, you can now access constraint models directly from Product records. It’s finally easier to apply best practices and leverage them thanks to the newly provided CML guide file. 👉 Read more

4️⃣ Single Quote to Multiple Order Splitting – Similar to the Communications Cloud managed package Enterprise Sales Management (ESM), a single Quote can be split into multiple Orders, sorted by group, location, or start date, for easier fulfillment. 👉 Read More

5️⃣ Import Quote Line Items via CSV – Everyone loves Excel, right? Now you can import Quote Line Items from Excel / a CSV into a Quote and then tweak and fix any issues. 👉 Read more

Product Catalog Management (PCM)

See the full Product Catalog Management (PCM) release notes.

🚄 Accelerate Product Detail Retrieval

Ever feel bogged down waiting for product details to load? PCM now speeds up how fast you can pull detailed product information, so catalog managers and sales teams can move faster and stay focused. 👉 Read more

⚡Efficiently Create Product Classification Hierarchies

Organizing products into the right categories has just gotten simpler. Create complex classification structures with ease, making your catalog more intuitive and navigable, whether you’re grouping by line, use case, or any other dimension. 👉 Read more

⏱️ Real-Time Constraints Tab for Configurations

Want to avoid product mix-ups between PCM and the Configurator? Now you can! The new Constraint tab lets you add and review configuration rules instantly keeping your catalog aligned and error-free. 👉 Read more

👉 Other Product Catalog Management Items:

• Enhance Category Browsing with Facets

• Find Products Faster with Dynamic Product Facets

• Improve Product Discovery with Consistent Category Sorting

• Translate Product Data in Search Results

Salesforce Pricing

See the full Salesforce Pricing release notes.

📈 Apply Price Adjustments Using CPI-Based Policies

Keep your pricing aligned with the market, automatically! You can now adjust prices using Consumer Price Index (CPI) based policies, applying uplifts monthly, quarterly, or annually. No more manual updates, your margins stay healthy while you stay competitive. 👉 Read more

🧩 Build Pricing Logic with the Enhanced Formula Element

You can now tackle complex pricing without creating a jungle of rules. With multiple formulas inside a single Formula-Based Pricing element, you can map variables across your pricing procedures and simplify everything. Fewer elements, cleaner logic, faster setup. 👉 Read more

⚡ Improve Pricing Performance on Large Transactions

Big deals no longer have to mean big delays. Delta Pricing recalculates only the line items that have changed, giving you lightning-fast repricing and smoother quote finalization for complex transactions. 👉 Read more

👉 Other Salesforce Pricing Items:

• Price Waterfall is Now Activate Price Waterfall for API Responses

• New and Changed Objects in Salesforce Pricing

Product Configurator

See the full Product Configurator release notes.

🚀 Make Product Configurator Work Smarter

The Salesforce Product Configurator just got a major usability upgrade. You can now navigate features more intuitively with clearer names, so finding what you need is faster than ever. 👉 Read More

Defining rules and constraints is also much more powerful. The Visual Builder now supports advanced expressions and ready-to-use templates, helping you design complex, customized configurations without extra effort. If you’re working with grouped subscription products, ramp deals now apply to entire groups, making it easier to manage flexible pricing schedules. 👉 Read More

To save time and avoid errors, you can now import product component groups and Salesforce object data straight into Constraint Builder, reducing manual work while keeping data accurate. 👉 Read More

Got existing logic in the Business Rules Engine? Easily convert it into CML code instead of rebuilding rules from scratch. 👉 Read more

And for those looking to sharpen their skills, the new CML User Guide helps you quickly master Constraint Modeling Language. Best of all, your users benefit too: recommended products now appear during quotes and orders, and a non-blocking UI keeps the configuration process smooth and fast. 👉 Read More

👉 Other Product Configurator Items:

• Add Product Recommendations During Quote and Order

• Enable Non-Blocking UI Behavior to Speed Up the Configuration Process for Users

Transaction Management

See the full Transaction Management release notes.

⚡ Faster Quoting and Deal Execution

New agent actions are available in Agentforce to update Quote and Quote Line Item fields, retrieve account asset details, and even create renewal quotes for existing customers with a single prompt like: “Please create a renewal quote for API Access Premium and Professional Services assets.”. These actions also let you sync/unsync Quotes and Opportunities, and add term-defined products in seconds. 👉 Read More

🏗️ Managing Complex Deals with Ease

Ramp deals for groups allow you to break down multi-year commitments into clear, time-based pricing segments with different discounts, quantities, and uplifts keeping customers informed and securing long-term revenue. 👉 Read More

The Sales Transaction Line Editor and support for up to five levels of nested quote groups make it easy to organize large transactions. And with cloning capabilities for quotes and orders, proven configurations can be reused instantly. 👉 Read More

📦 Streamlined Asset Management

For Assets, new capabilities allow you to transfer assets between accounts (Move), align subscription end dates to contract terms, and apply CPI-based renewal uplifts, keeping asset management cleaner and more predictable. 👉 Read More

💰 Pricing, Discounts, and Taxes Under Control

With header adjustments, you can apply discounts at the overall transaction level. Advanced pricing features now ensure tier-based discounts are sequenced correctly, tax calculations are precise, and every detail is tracked from initial sale through renewals. 👉 Read More

📊 Usage Selling and Transaction Management

Enhancements to usage selling help define commitment models, automate amendments, and prioritize rates, improving forecasting accuracy and policy consistency. 👉 Read More

 

🌟 Why It Matters

✅ Close deals faster with less manual quoting.

✅ Handle complex pricing and multi-year deals without headaches.

✅ Maintain data accuracy and compliance with better asset and transaction controls.

✅ Automate key steps so reps focus on selling, not paperwork.

👉 Other Product Configurator Items:

• Enhance User Experience by Managing the Visibility of Price Refresh Notification

• Understand Flows and Discover Settings Easily with More Accurate Labels

Dynamic Revenue Orchestrator (DRO)

See the full Dynamic Revenue Orchestrator (DRO) release notes.

🔄 Orchestrate Orders for Asset Transfers

Dynamic Revenue Orchestrator now seamlessly handles asset transfers. When assets move between accounts, DRO decomposes and orchestrates the amend order for the source account and the add order for the destination account ensuring smooth and accurate fulfillment. 👉 Read More

🛠️ Define Technical Product Attribute Scopes

Control which product attributes influence fulfillment processes. Attribute scopes determine which attributes identify actions on decomposed line items and which are required for assetization. This ensures your fulfillment data is lean, relevant, and optimized. 👉 Read More

⚠️ Reduce Risks from Concurrent Asset Updates

Avoid conflicts when multiple orders attempt to update the same asset. The Submit Order with Validation flow identifies incomplete steps from prior orders and lets you force-complete them, ensuring error-free processing of future asset amendments. 👉 Read More

🌟 Why This Matters

✅ Schedule fulfillment accurately

✅ Automate asset transfers

✅ Orchestrate complex orders

✅ Reduce errors and conflicts

✅ Customize DRO to fit your business

👉 Other Dynamic Revenue Orchestrator Items:

• Schedule Fulfillment Steps Flexibly by Using Custom Dates

• Optimize Complex Order Orchestration by Using Custom Scopes

• Get Comprehensive Details of Payload Requests for Callout Steps

• Tailor Solutions by Extending Dynamic Revenue Orchestrator Objects

• Changed Objects in Dynamic Revenue Orchestrator

Usage Management

See the full Usage Management release notes.

Customers love clarity, and now you can deliver it. With invoices that break down consumption and overages, your clients can see exactly what they’re using, no surprises, no confusion.

But it doesn’t stop there. Salesforce introduces a new framework to monetize token-based resources, so you can capture every bit of value from your offerings.

And here’s a win for collaboration: Experience Cloud users now get expanded access to Usage Management, letting partners and customers track usage themselves. Everyone stays on the same page, making billing and planning smoother than ever.

🌟 Why It Matters

✅ Clear billing for customers, no surprises, full transparency on consumption and overages.

✅ Capture new revenue streams, monetize token-based resources with the new framework.

✅ Empower partners and customers, Experience Cloud users can track usage and make smarter decisions.

✅ Align everyone on usage and commitments, reduces confusion and strengthens trust.

Billing

See the full Salesforce Billing release notes.

Salesforce is making billing smarter, faster, and more flexible. From self-service billing to advanced invoice management, this release gives finance teams and customers better control, visibility, and efficiency. Here’s what’s new in Winter ’26 - grouped into key areas.

🏗️ Billing Foundation

Billing profiles can be customized and Invoices for group ramp deals generated. Enhance billing records with additional transaction details and provide customers with self-service experience to view and pay invoices. 👉 Read More

🔄 Billing Amendments & Ramp Deals

When service dates change, assets are transferred, or floating uplift terms apply billing schedules can be automatically generated. You can handle group ramp deals efficiently across long-term contracts. 👉 Read More

🧾 Taxes & Compliance

Extend tax contracts with additional details and calculate credit taxes accurately. Support custom tax attributes for better compliance and reporting. 👉 Read More

📄 Invoice Generation & Sequence Management

Generate unique invoice sequence numbers, group invoices by legal entity, create milestone plans, and send multiple invoices via email at once. 👉 Read More

💰 Debit & Credit Memos

Handle additional charges with debit memos and manage credit memos from draft to final posting in a single interface for accurate financial tracking. 👉 Read More

💳 Payments & Third-Party Gateways

Connect your own payment gateways, process payments and refunds across regions, and set default payment methods to reduce failed or overdue transactions. 👉 Read More

📊 Accounting & Transaction Journals

Capture foreign exchange gains/losses, define percentages for debit and credit entries, and generate transaction journals for unsettled invoices to maintain accurate records. 👉 Read More

🌟 Why It Matters

✅ Simplify billing & invoicing across complex deals

✅ Reduce errors and improve compliance

✅ Automate repetitive tasks

✅ Enhance customer satisfaction

✅ Gain full visibility into financial transactions

Salesforce Contracts & Document Generation

See the full Salesforce Contracts and Salesforce Document Generation release notes.

While there are no major changes in this area for Winter '26, there is a single minor but helpful update:

📃 Designing Document Templates with Context Service

Context Services now power document generation, making it faster, more flexible, and scalable - no need to rely only on Omnistudio Data Mappers. Existing users stay unaffected, and Salesforce Contracts can also be used Context Services for token mapping. 👉Read more

👉 Other Salesforce Contracts & Document Generation Items:

• Improve Microsoft 365 Security with Simplified Access Management

• Keep Contract Documents and Record Data Aligned with Data True-Up

• Grant Salesforce Contracts Access in Community Licenses

• Grant Document Generation Access in Community Licenses

Revenue Cloud Closing Thoughts

Winter ’26 brings smarter, faster, and more flexible tools across the Revenue Cloud - from Product Catalogs to Billing, Usage Management, and Dynamic Revenue Orchestrator.

These updates help us to automate key processes, reduce errors, and give us more transparency and control – from the Product setup to Assetization.

While we eagerly await the next release, there’s plenty to explore and take advantage of today’s capabilities to boost efficiency and drive results. Stay tuned for next updates, and new features coming to Revenue Cloud.