Spring ’26 Release: 10 Tools to Help Build an Agentic Enterprise — Plus a Few Extras
Salesforce today introduced the Spring ’26 Release, bringing powerful new AI, data, and automation capabilities to the customer experience starting February 23. The release unifies selling, service, and data intelligence, helping companies accelerate their journey to becoming an Agentic Enterprise — where human expertise and AI agents drive customer success together. With advancements including a new AI-powered Sales Workspace, Proactive Service, and a next-generation Shield Experience, the Spring ’26 Release gives businesses the intelligence and automation they need to work smarter and scale customer success.
Top 10 updates in the Spring ’26 Release:
- Sales Workspace — Bring sellers and agents together to transform selling.
Sales Workspace brings together agents, analytics, and predictive insights in a new, intelligent hub for every rep. It’s a single destination for understanding performance, viewing sales agent activity, streamlining workflows, and prioritizing what to do next so sellers can spend more time with customers. With personalized recommendations, embedded insights, and a consolidated view of priorities, reps always know where to focus and how to advance every deal.
- Proactive Service — Cut costs while increasing case deflection.
Shift customer self-service from reactive to proactive support. Proactive Service detects upcoming customer issues, scales self-service resolution guidance, and analyzes results to help customers proactively resolve issues before they escalate.
- Two-Way Email — Turn every email into a conversation.
Two-Way Email turns one-way email blasts into dynamic, two-way conversations. Autonomous AI agents quickly answer common questions, provide product recommendations, deflect support cases, and more. This marks the end of “do not reply” emails.
- Native Geographic Information System — Your field data in place — no app switching.
The Native Geographic Information System provides a complete, 360-degree map view of all jobs, assets, and data directly within mobile workers’ flow of work. It eliminates app switching and easily updates map data, even in low connectivity areas, using the Field Service mobile app.
- Agentic Setup and Data Management — Put agents to work across your Data 360 journey.
Accelerate complex tasks with natural language using Agentic Setup and Data Management in Data 360 to orchestrate your data pipeline with smart suggestions and empower users with varying levels of expertise. Move from connection to activation in one smooth, efficient workflow, all while maintaining control and transparency.
- Agentforce Builder — The fastest way to build production-ready agents.
With Agentforce Builder, companies can build, test, and refine agents in a single, conversational workspace. Users can start building with AI guidance, then refine in a document-like editor with autocomplete, low-code canvas, or pro-code script view.
- Agentic Enterprise Search — Find answers, act instantly — right from search.
Unify searching, collaboration, and action in a single interface with Agentic Enterprise Search. Powered by Data 360 and designed to understand context from over 200 external sources and coordinate action across multiple AI agents, it helps users find the right data, understands relevance and context, provides a starting point for alignment, and executes tasks.
- Customer Signals in Command Center — One view of every customer signal.
Command Center helps monitor and view customer signals and service rep and AI performance right where service operations are managed. It offers a unified, single source of truth, eliminating app switching so leaders can swiftly act on the data that matters most.
- Agentic Order Routing — Smarter routing that protects the customer experience.
When an order is routed to a location that lacks the required product or is unable to fulfill the order, the Operations Manager can prompt an agent to eliminate the location from routing those orders. The agent then identifies any unfulfillable existing orders or net-new incoming orders and automatically reroutes them based on routing logic once confirmed, preventing fulfillment delays and maintaining a seamless customer experience.
- Agentforce Voice for Financial Services — Voice AI that delivers faster, smarter support.
Agentforce for Financial Services is now on voice. Deploy AI agents to promptly resolve common banking and collections inquiries at scale, without adding headcount
7 more updates worth noting
The Spring ’26 Release includes additional updates that can help increase revenue, strengthen business productivity, streamline operations, and elevate customer engagement:
- Account Management — Accelerate deals at every stage of the account lifecycle.
Agentforce now removes the heavy lift of account research, giving sellers an instant, always-complete view of every customer. It continuously pulls together insights from Salesforce, third-party data, conversations, and more so your account intelligence is always fresh, aligned, and actionable. With automated research, synthesized summaries, and clear next steps, sellers can prep for meetings in seconds instead of hours. And because these insights surface directly in CRM, Slack, and everywhere else your reps work, teams stay in lockstep and focused on building deeper relationships and long-term value.
- Prospecting — Always-on lead generation powered by real-time signals.
Agentforce can now prospect 24/7, so sellers always have a full pipeline of qualified leads. Agentforce enriches existing Salesforce data with signals from the web and external data sources. Then, it researches existing and new accounts and builds a prioritized list of prospects that meet sellers’ criteria. The prioritized list of leads is available in both CRM and in Slack, so the whole team working on the account can view and act on these leads
- Flexible Hierarchies for Financial Services — Turn corporate complexity into clear opportunity.
With Flexible Hierarchies, reps can go beyond simple org charts to map complex B2B corporate hierarchies, from parent companies to subsidiaries, creating a full financial picture. This empowers RMs to visualize risk, uncover hidden revenue, and drive proactive growth across the family tree.
- Voice to Form — Boost efficiency by accurately capturing data safely.
This feature empowers mobile workers to complete forms, regardless of the complexity, hands-free using simple voice commands. It captures information faster, more accurately, and reduces the amount of time spent on manual data entry.
- Shield Experience Enhancements — Quickly implement advanced security controls.
Users can access all Shield products (Event Monitoring, Platform Encryption, Field Audit Trail, and Data Detect) from one unified location. Additionally, customers can accelerate the implementation of critical features such as data encryption, monitoring, and auditing through guided setup that includes progress indicators and quick navigation to key resources.
- Integrated Care Management Enhancements for Healthcare — Capture the data that drives better care.
Enhanced assessments with AI-suggested and autofilled responses speed up form completion. Dynamic autosave prevents data loss and reduces form abandonment, ensuring all critical member information is captured accurately on the assessment forms.
- Smart Content Search for Life Sciences — Cut search time to boost rep productivity.
This feature enables pharma and medtech reps to quickly search and find the desired content related to the latest drugs or therapies using phrases and concepts from the actual presentations and documents. This allows them to keep the right information handy during interactions with HCPs.
Learn more:
- Discover what else is new on the release page
- Take the Spring ’26 Release module on Trailhead
- Read the Spring ’26 Release Notes
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Build and customize autonomous AI agents to support your employees and customers 24/7.
