Salesforce Winter ’26 brings powerful upgrades to Sales Cloud with new Agentforce and Einstein capabilities designed to make selling smarter, faster, and more efficient. From scaling SDR outreach to smarter pipeline management and AI-driven conversation insights, these features are built to supercharge productivity for sales teams.
Let’s dive into the top Winter ’26 Sales Cloud updates you should know.
Agentforce Enhancements
1. Agentforce SDR Agent
- The SDR agent automatically sends an email to the prospect, and the limit that existed for this purpose was small. The number of emails an SDR agent can send per day is increased to 9800 from 1800.
- Sales teams can quickly understand how effective SDR outreach is for moving leads to the critical meeting milestone. The number of prospects who book a meeting by clicking a scheduling link in an SDR email is now visible in the Control Center.
- Multi-agent for nurturing the leads. Each agent that targets different groups with increased efficiency, higher email limits.
How to view – View the Control Center by clicking the tab in the Sales and Sales Engagement apps
2. Agentforce Sales Coach
- Preview coaching scenarios in a runtime-like environment by presenting or conducting role-plays and receiving feedback from Agentforce Sales Coach. Make sure agent performance is as intended and the feedback is well structured, accurate, and effective before activating a scenario for your team.
- This feels more like a test where we used to give prompts in the preview builder and test the agent. A better and efficient way to test before activating.
- No language barrier to coach the agents. It’s now available in multiple languages.
3. Agentforce Seller Agent
What will it be if the agent manages the pipeline, and you can sit and relax? That’s what Agentforce Seller Agent does.
With Agentforce Pipeline Management, the agent reviews recent calls, emails, and notes associated with opportunities in Salesforce to suggest updates to opportunity fields such as Next Step or Stage. Sellers can review and approve the changes, or you can configure the agent to make updates on their behalf. The agent’s suggestions and updates are available in Pipeline Inspection.
How to enable– Setup→ Pipeline Management → Agentforce Pipeline Management
Einstein Enhancements
1. Einstein for Sales
Researching customer details, their performance in the market will help an account manager to make better decisions for deals based on that account.
Now Einstein will do it for you –
Research and compile answers to key strategic questions with one click. Then, automatically update account and account plan fields, saving time and boosting your ability to grow and retain customer relationships.
How to enable – Setup → Account Research
Required Features –
- Einstein AI
- Agentforce
- Einstein for Sales
- Account Plans
Permission – Research Records Permission
2. Einstein Record Summary
Quickly summarize an account, contact, lead, or opportunity record and view key details briefly with Einstein Summary. Get the information you need easily with one click. Then dive into the details, ask follow-up questions, or act by continuing the conversation with Agentforce.
It’s able to perform the actions that were done by “Record Summary Prompt Template” without a standard template.
How to enable – It’s enabled by default with Agentforce for sales
Permissions required – Einstein for Service Innovations, Einstein Sales Summaries User
How to add in UI – Add component “Einstein Summary” in the Lightning record page.
3. Einstein Conversation Insights
Search and filter key points from the conversation
This feature enables you to search the conversation content easily using a specialized search tool in Einstein Conversation Insights.
Conversation Search includes keyword and semantic search functionality, so users can search for exact terms or words that are closely related. ECI users can combine searches with other filters to find the exact calls they’re looking for.
Permissions Required – Data Cloud, Einstein Conversation Insights
How to enable – Setup, enter Einstein Conversation Insights in the Quick Find box, and then select General Settings. Then enable Turn On Conversation Search.
Out of the Box Flows to draft emails based on insights
Based on conversation insights, we have 2 OOTB flows that will draft emails with meeting minutes
Templates –
- Get Call Transcripts to Ground Data for Email – Retrieves the call transcript for a voice or video call and builds a set of grounding data for email prompts.
- Post Call Recap Emails – Send a recap of a call as an email to internal users who participated in the call.
How to enable – Setup → Einstein Conversation Insights → Enable ECI flows
Get Conversation Transcripts
Quicker transcripts using the action Get Conversation Transcript in the flow builder.
Sales Signals
Want to see more details about your team’s sales conversations? Now you can see topics and trends related to common questions from reps and customers. Select Question in Sales Signals to see dashboards and relevant metrics about questions sorted by topic.
Required Features –
- Data Cloud
- Einstein Conversation Insights
- Einstein for Sales
Permissions – Sales Signals permission set
To bring up topics related to questions, select the Signals tab in the Conversation Insights app.
Select a Question for the category and then choose Asked by Rep or Asked by Customer for the subcategory to show a dashboard of relevant conversations.
Final Thoughts
The Salesforce Winter ’26 Sales Cloud release isn’t just about new features — it’s about transforming the way sales teams work. With Agentforce automating repetitive tasks and Einstein delivering smarter insights, sellers can focus on what matters most: building relationships and closing deals.
Most Reads:
- How to Become a Salesforce Consultant: A Complete Guide to Success
- How to Become a Salesforce Solution Architect: A Complete Guide to Success
- Best Tips and Tricks to Ace Your Salesforce Interviews in 2025
- Dreamforce 2025 Registration is Open Now: Everything You Need to Know
- How to Crack the Salesforce Interview: Real Questions and Tips from Experts
Resources
- [Salesforce Developer]- (Join Now)
- [Salesforce Success Community] (https://success.salesforce.com/)
For more insights, trends, and news related to Salesforce, stay tuned with Salesforce Trail
Abhishek R
I’m Abhishek R, a Salesforce Consultant, Administrator, and Business Analyst with around 4 years of experience delivering end-to-end CRM solutions. I have worked across Sales Cloud, Service Cloud, Field Service, Pardot, Data Cloud, Marketing Cloud, and CRM Analytics, helping businesses streamline operations, enhance customer engagement, and make data-driven decisions. I specialize in Apex, Flows, integrations, and platform management, with proven success in AgentForce implementations, AI-driven automation, and cross-cloud solutions. I hold 6 Salesforce Certifications and am a proud 5⭐ Ranger on Trailhead, constantly learning and exploring the latest Salesforce innovations. Passionate about solving real-world business problems, I focus on building scalable solutions, driving adoption, and enabling continuous improvement.
- Abhishek R#molongui-disabled-link
- Abhishek R#molongui-disabled-link
1 Comment
Hello There. I discovered your weblog the usage of msn. This is a really neatly written article. I’ll be sure to bookmark it and come back to read extra of your useful info. Thank you for the post. I will definitely return.