Published at: 2026-09-17
November 2025 sales management update notes
This page describes the November 2025 Product updates for Sales Management. This release covers Marketing, Account Management, Pricing and CPQ, marketing policies, and AI assistants.
Marketing and Account Management updates
1. Deprecated Sales Lead history Field
- Enhancement: New tenants no longer receive the deprecated Status (Original) Field, whose API Name is
leads_status. Administrators do not need to hide it manually, improving the out-of-box experience.
2. New D&B Company lookup Configuration
- Scenario: Enterprises need to identify and enrich global Account Basic Info and verify overseas Accounts.
- Enhancement: The Account creation page now includes D&B Company Information Lookup. Select a country and enter a Company Name to View details. Click Backfill to add the information to the new Account form.
- Configuration path:
- Enter the API Key for D&B Company lookup in Setup.
- Assign D&B lookup Function Permission to the relevant Personnel in Role permissions.
3. Account Field and Address translation improvements
- Custom industry fields: Enterprises can change, Edit, or Delete the preset Level 1 Industry and Level 2 Industry fields in Account Management.
- Address translation: The Full Address Field on the Account Address Object supports data translation for international collaboration.
Price and CPQ updates
1. Automatic internationalization of the standard Price Book Name
- Enhancement: For newly provisioned international tenants, the system automatically translates the preset Standard Price Book Name into the tenant’s primary language. This reduces manual administration.
2. CPQ Pricing and rule improvements
- Improved incremental attribute Pricing: When creating Incremental Attribute Pricing in a Product Attribute Price Book, you can clear the default value with one click. This reduces Configuration work for multi-attribute Pricing.
- Automatic Product Constraint cancellation: For a Product Attribute Constraint where B is Required when A is selected, clearing A automatically clears B and its descendants.
- Referenced Product Delete validation: Before deleting a Product, the system checks whether an active Product Bundle (BOM) references it. If so, a Notice lists the related Product Bundle names.
Marketing policy and transaction record updates
1. Marketing policy improvements
- Greater precision in Pricing Policy Simple Mode: All Quantity and Amount fields now support four decimal places instead of two. This supports decimal quantities in scenarios such as conversions between large units.
- Default-value formulas for Rebate record subjects: The Subject Field on Rebate records supports default-value formulas in layouts for consistent naming.
- Direct order write-off against Rebate records: A Rebate write-off API can Auto Associate an order with a specified Rebate record. Use it for External system synchronization or opening-data initialization.
2. Transaction records and Project Management
- Export Pricing Rule fields: Sales Order exports for Master Objects, Detail Objects, and combined master-detail data include the Pricing Rule Field. This helps summarize Promotion Execution.
- Order Product Owner department: Order Product now displays the Owner’s Primary Department Field. Drag it into a list or Details Page Layout.
- Improved Project Management button triggers: Post-trigger operations for Custom business buttons on the Project Object can update Project Description (
project_describe) and Account Name (account_id).
SFA AI assistant updates
1. Zoom meeting integration for Customer Interaction Agent
- Enhancement: Sales personnel can start Zoom meetings from Account or Opportunity details. Meeting records are automatically associated with CRM. Afterward, AI creates a summary and process insights on the Account interaction timeline.
2. Advanced fieldwork insights
- Enhancement: After a field check-in, you can record audio directly from the fieldwork page. Sales personnel can capture voice and generate AI transcripts without returning to Account details. This helps standardize fieldwork SOPs.
3. More explainable profile features
- Enhancement: Profile Insights Agent displays each feature’s score and the basis for that score on Lead, Account, or Opportunity profiles. This improves User trust.
4. Last follow-up Time on Contacts
- Enhancement: The Contact Object now includes Last Follow-Up Time. AI intent recognition also uses this Field, enabling commands such as “Find Contacts that have not been followed up for a long time.”