Published at: 2026-09-17
October 2025 sales management update notes
This page describes the October 2025 Product updates for Sales Management. This release upgrades Account Management, products and prices, CPQ, marketing policies, transactions, and receivables.
Account Management and Basic Settings updates
1. APL dates for Automatic Lead and Account recycling
- Scenario: A business may need to adjust an automatically calculated Expected Recovery Time through a scheduled recycling task.
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Enhancement: Developers can call the APL method
sfa.follow.updateExpireTimeto set a Custom Expiration Time, Transfer target ID, and recycling-reason notification.[!TIP] APL call example:Map param = [ "objectId": "686f2f08eeb9f50007595f23", // Lead ID "objectApiName": "LeadsObj", // Use AccountObj for Accounts and LeadsObj for Leads "expireTime": System.currentTimeMillis() + 7 * 24 * 60 * 60 * 1000L, // Recycle after seven days "targetId": "67dbc145dcac790001aeb369", // Lead pool or Account Pool ID "recyclingReasonType": 1, // Recycling notification reason type (1-7) "recyclingDays": 7 // Days before the Reminder ] def ret = Fx.proxy.callAPI('sfa.follow.updateExpireTime', null, param)
2. Linked team member addition and button validation
- Enhancement: When you add Related Teams members to an Account, you can add them to its Opportunities, Contacts, orders, and contracts at the same Time. Add Related Team Members buttons on Opportunities, Contacts, and other objects support Pre-validation functions in APL to prevent sensitive data leaks.
3. Improved Product Category ordering
- Enhancement: After an administrator drags Level 2 or Level 3 Product Categories into a new order, the page updates directly. It no longer refreshes and returns to the top, so Categories stay expanded.
Price and Pricing Management updates
| Feature | Enhancement | Business value |
|---|---|---|
| Improved Import of multi-currency Price Book Details | Excel Import templates no longer distribute a currency Field. The system uses the Master Object Price Book currency after Import. | Prevents Quote failures and financial discrepancies caused by mismatched currencies. |
| Improved saleable-condition selector | The saleable-scope Configuration displays all Categories when multiple Categories are selected. | Users can View and select every Category, reducing Configuration errors. |
| Configurable copying of Quote fields | Preset fields on the Quote Master Object and Detail Object, such as Quote Date and Status, can allow or block Copy. | Provides flexibility and prevents obsolete Status values from being copied. |
| Switch Price Book Details on Order Products | With Product attributes enabled, Sales personnel can switch the selected Product’s Price Book Details and Price Book on an order or Quote. | Adjust Product prices without deleting the line. |
CPQ updates
1. Flexible Discount sales Mode for BOM components
- Two Pricing modes: CPQ adds flexible component Discounts to the traditional bundled Discount Mode. Software, hardware, and Custom services can use independent Price and Discount rules.
- BOM-level Price controls: Parent and component Unit Prices, Discounts, and Edit permissions can be controlled independently.
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End-to-end Mobile Client support: The Mobile Client shows each component Quote in real Time. Sales personnel can Edit component Discounts on a Phone.[!NOTE] New tenants support both modes by default. Existing tenants must Submit a technical support request and pass an assessment before enablement.
2. Multilingual support for complex BOM component Groups
- Enhancement: The Product Group Object supports data-level multilingual content. In Setup > Custom Development Platform > Data Translation Settings, add Product Group. When creating a Product Bundle, use Translate to maintain multilingual fields.
3. Constraint preview and Batch Import
- Live Preview: When configuring attribute Constraints and guided selling, click Preview to validate multilevel logic without repeated saves.
- Excel Batch Import: The Attribute Cascade Constraint Object supports Import with four validation levels: required, unique, Duplicate, and actual-value validation. It supports unlimited tree cascades.
Marketing policy and receivables updates
1. Marketing policy upgrades
- Control Detail Object line Sorting: A tenant-level switch named Allow Detail Object Reordering After Enabling Pricing Policy is available. Select Yes to let Sales personnel drag order lines. Select No to keep the Automatic match order.
- Custom fields on Pricing Rules: The Pricing Rule Object supports Custom Fields that associate rules with original Custom Promotion tables.
- Rebates based on Contract completion:
- Prerequisites: Enable Contract Progress Management and Configure Fulfillment Rules.
- Business effect: Set the Rebate dimension to Fulfillment Progress Target. After Account orders reach a target, such as 80%, the system creates a Quantity-based Rebate.
2. Transaction records and Quick Receivable
- Hide the order settlement Component: A new Setup switch completely hides the settlement Component for order types such as Return Orders that do not use Rebates or Coupons.
- Preset fields for invoicing Workflows: All eligible preset fields on Invoice Applications, such as Delivery Address and Invoice Type, support Workflow Field-update triggers.
- Business-driven Quick Receivable:
- Usage: On Sales Contract or order details, click Quick Receivable. Enter the current Amount. The system allocates it to Product lines with the configured allocation rule.
- Configuration path: Go to Setup > In-Sales Management Configuration > Receivables and Payables Management.
- Concurrent multi-source Payment Collection and receivables: The system removes the mutual exclusion between receivables and multi-source Payment Collection. Group Accounts can enable both for compliant write-off of payments from Shipping Orders, Service records, and other sources.