Published at: 2026-09-17
March 2026 sales management update notes
This page describes the March 2026 Product updates for Sales Management. This release covers Account Management, CPQ, marketing policies, transaction records, and SFA AI assistants.
Account Management updates
Merge-completed event listener support
- Scenario: During business data Merge, the system deletes merged records. External systems or downstream processes must capture completion and retrieve the merged record IDs.
- Enhancement: Every business Object that supports Merge now provides a merge-completed event listener.
- Configuration path: Go to Setup > Custom Development Platform > Event Listener Management and Configure the Merge event listener.
CPQ updates
1. Workflows and scheduled tasks for CPQ objects
- Enhancement: Product Bundles, Product Attribute Constraint Details, and other CPQ objects now support Workflows and scheduled tasks. Administrators can Configure Automatic progression or scheduled business data updates.
- Supported objects:
- Product Bundle
- Product Configuration Details
- Product Attribute Constraint
- Product Attribute Constraint Details
- Attribute cascade constraint
- Attribute cascade constraint details
Marketing policy updates
Editable fields on Pricing Policy gift lines
- Scenario: With multi-Warehouse ordering enabled, Sales personnel must specify an Outbound Warehouse for every Order Product line, including gifts. They may also need to add gift Notes.
- Enhancement: Ordering Warehouse and Notes are now editable on Pricing Policy gift lines. Sales personnel can adjust them manually while creating an order.
Transaction record updates
1. Default-value formulas for Sales Order Lookup fields
- Enhancement: Preset Lookup fields on Sales Orders, including Opportunity, Quote, and Sales Contract, now support formulas.
- Business effect: Suppose related Object A is associated with an Opportunity. After a User selects A on the order, a default-value formula can populate the related Opportunity.
2. Business Processes on Order Product details
- Enhancement: The related objects section on the Order Product detail page now displays the Business Process tab.
- Business effect: Sales and management Personnel can directly track the Business Process Status of an individual Product line.
3. Improved Contract and Quote Import validation
- Enhancement: When updating Sales Contract or Quote data with Excel, Account Name can be Empty. If the entered Account Name differs from the original data, Import stops and displays the failure reason.
SFA AI assistant updates
1. Lark meeting integration for Customer Interaction Agent
- Enhancement: The system integrates with Lark meetings. After a Sales User starts or joins a meeting, AI generates a summary, interaction topics, suggested topics, participant insights, and Next actions. It automatically updates the related CRM record.
- Configuration path: Purchase Lark Meeting Integration, then Configure Role and Function Permissions for Customer Interaction Agent.
2. One-click Account brief generation for Sales Assistant Agent
- Enhancement: The AI assistant creates an Account 360-degree brief with Account summaries, Opportunity transitions, relationship health, and strategy maps.
- Usage: The feature works out of the box. Sales personnel can Trigger it on the Account detail page.