Say Hello to the Web-Based Lead Generation Agent — And Lots More In Our October ’25 Release

The reinvention of Sales Cloud for the Agentic Enterprise continues — and there’s a lot of new functionality to celebrate. In this release, we spotlight new agentic capabilities for lead engagement, consumption management, partner sales, and sales planning. But that’s just the beginning — dig in below for the hottest features in our October release.

Agentforce Sales: Lead Engagement Enhancements

Inbound Lead Generation

What it does: Engages with prospects via a website or messaging channel to answer questions, capture leads, and schedule meetings with your sales team. With Lead Generation enabled, your customers get access to an Agentforce agent 24/7 to streamline lead intake process, reduce manual data entry, and drive your team to close more deals.

How to get started: In Salesforce Go, turn on the Inbound Lead Generation feature, assign permissions, and create a dedicated user record for the agent. Next, use the guided Lead Generation template to configure your agent’s value propositions and rules for creating leads or contacts, then test its responses in the live preview before activating. To complete the setup, navigate to the Connect Channel tool to configure an Enhanced Chat, link it to your newly created agent, and retrieve the code snippet needed to deploy the live chat agent on your website or Experience Cloud site.

Simplified Creation

What it does: Simplifies setup and configuration of lead engagement and lead generation agents. Step-by-step prompts help you tailor your agent by providing company messaging, connecting data sources, and aligning responses to your sales process. It’s designed to reduce setup complexity so you can launch faster and personalize customer engagement at scale.

How to get started: First, enable the Lead Nurturing or Inbound Lead Generation feature from the Agentforce Sales page in Salesforce Go and complete the initial setup steps. Once the prerequisites are done, click Build Agent to launch the guided configuration. From there, select your desired template and follow the prompts to define your agent’s purpose, behavior, and knowledge. The final steps will guide you through activating it for either automated email outreach or for deployment as a live chat agent on your website.

Multi Configuration 

What it does: Allows you to deploy more than one agent in a single org so you can deeply customize customer engagement. This ensures every lead and contact receives the right message at the right time, fully customized to their context. 

How to get started: Navigate to the Agentforce Sales page in Salesforce Go. In the Build and Manage Agent section, click Build Agent. This takes you to the Sales Agent Configuration page, which shows a list of your existing agents. Click Configure a New Agent to launch the guided setup and build another unique agent for a different purpose or team.

Learn more about Agentforce Sales: Lead Engagement enhancements.

Agentforce Sales: Pipeline Management Enhancements 

What it does: Guide sellers in Salesforce and Slack to take the next best actions after customer meetings. Agentforce drafts follow-up emails, schedules meetings, and triggers custom tasks, helping sellers act faster, keep opportunities up to date, and maintain deal momentum. Learn more

How to get started: Enable Foundations in your org. Then, navigate to Agent Builder in Setup and enable Pipeline Management. Ensure Einstein Activity Capture and Einstein Conversation are also enabled. Finally, configure and test in Agent Builder.

Agentforce Sales: Multi-Language Support for Coaching

What it does: Offers multi-language support, enabling reps to conduct roleplays and receive coaching in 16 languages. Managers can configure supported languages so coaching aligns with regional needs. This helps global sales organizations scale training, boost rep confidence, and ensure consistent performance across international teams. Learn more 

How to get started: Navigate to Agent Builder and open Sales Coach Agent. Deactivate the agent and select Language Settings. Select the most common language as the default language for Agentforce Sales Coach. Additionally, move the languages your agent can use for conversational responses from the Available box to the Selected box. 

Agentforce Sales: Embedded Summarization 

What it does: Automatically generates AI-powered summaries of account, contact, lead, and opportunity records. With Einstein Summary, users can instantly view key details at a glance — recent conversations, goals, and next steps — without scrolling through long records. Learn more

How to get started: Navigate to Lightning App Builder and add the Einstein Summary component to your account, contact, lead, or opportunity record page layouts (for orgs created before August 6, 2025). For orgs created after August 6, 2025, the component is included by default. Ensure users are assigned the Einstein for Service Innovations and Einstein Sales Summaries User permission sets.

Agentforce Revenue Management: Billing Enhancements 

What it does: Offers customers self-service portals to view invoices, make payments instantly with a saved payment method, and handle billing questions on their own. It even settles invoices automatically as soon as payments clear, removing manual steps and delays. Companies can accept different types of payments and set up automated payment collection schedules. For finance teams, there’s a new dashboard that shows all billing information in one place, including invoices, draft invoices, and credit memos. The release also adds the ability to process debit memos and includes customizable invoice templates that can be sent by email. 

How to get started: Publish an Experience Cloud website using the OOTB Billing Self Service Portal template. Assign the ‘Billing Experience Cloud User’ permset to community plus/partner users. Now, you’re ready to use Experience Cloud template for Billing Self Service with the following features: View Invoices and Invoice Details, Download Invoice Document, Make a payment for an Invoice via Credit Card/ACH, and Manage Saved Payment Methods.

Agentforce Revenue Management: Quote Management Enhancements

What it does: Generates renewal quotes through natural language commands, dramatically reducing manual effort and accelerating the quote-to-cash cycle. Sales reps can quickly create, modify, and send quotes while maintaining compliance with business rules and pricing policies. Also, Agentforce can provide an account summary of assets, usage, entitlements, and future commitments and generate a quote for consumption overages. The system automatically pulls in relevant asset details, pricing terms, and customer information to ensure accuracy.  

How to get started: Open Agentforce Builder, and create a new agent using the quoting agent template available OOTB. Configure user permissions and customize topics and actions tailored to your specific business requirements. Surface the agent directly to sellers in the system, or connect it to Slack and enable sellers to create quotes for their customers directly in their central collaboration tool. 

Agentforce Revenue Management: Salesforce Go Configuration 

What it does: Discover, set up, and configure Agentforce Revenue Management features and track feature usage, all from a single location in Setup.  

How to get started: To view the Salesforce Go offerings in Agentforce Revenue Management, select Salesforce Go from the gear menu or from the main Setup menu.

Learn more about the latest Agentforce Revenue Management features.

Agentforce Partners: Partner Success

What it does: Instantly answers partner FAQs in both authenticated and unauthenticated modes, recommends enablement programs, and converts micro-conversations into ongoing learning opportunities. It can also surface open cases based on user context, creating a seamless partner experience. It can also be customized to help take action on MDF requests and deal registration. Learn More

How to get started: Navigate to Agent Builder in Partner Cloud and open the Partner Success Agent. From there, configure FAQ topics, enablement program recommendations, and case escalation settings. Activate the agent and add it to your partner portal or experience site to begin delivering real-time partner support.

Conversation Insights: Salesforce Go Configuration 

What it does: Offers a central hub for setting up and managing Einstein Conversation Insights. Admins can configure most settings, assign permission sets more easily, and access advanced features like generative AI and Data Cloud ‌ while still linking to classic Setup for select steps. Learn more

How to get started: From the Setup dropdown, select Salesforce Go. Then navigate to the Einstein Conversation Insights feature to manage your settings in Go.

Conversation Insights: Conversation Search 

What it does: Gives sellers fast, AI-powered search across voice and video call transcripts. With both keyword and semantic search, reps can pinpoint exact terms or uncover related themes, then jump straight to the right call moment. Thanks to Data Cloud, teams can combine search with filters to zero in on the conversations that matter most. Learn more

How to get started: Set up Data Cloud before turning on Conversation Search. From Setup, enter Einstein Conversation Insights in the Quick Find box, and then select General Settings. Then enable Turn On Conversation Search.

Sales Performance Management: AI-Assistive Sales Planning

What it does: Optimizes your territories faster with assistive AI, helping you segment key account attributes, generate formulas for more insightful carving, and summarize changes for executive reviews.

How to get started: Confirm you have an Einstein GPT license and it’s enabled in the org. To perform segmentation with the help of AI, open a segment, and then click Segment Assist. Select from the available actions, or enter your request, such as Summarize EMEA.

Boost productivity with the top features in our latest releases

Learn more about these Agentforce Sales and Agentforce Revenue Management features — and all of our new features — in the detailed Salesforce Winter ’26 Release Notes. 

Ready to see it all in action? Join us at Dreamforce 2025 (October 14-16) — in-person or virtually on Salesforce+.