30

Sep

With Winter ’26, Salesforce adds fresh features and streamlined solutions to Revenue Cloud. Let’s walk through what’s new and how it makes the revenue process easier.

Salesforce Go for Revenue Cloud

Salesforce Go can be described as a hub in Setup for discovering, configuring, and monitoring active Revenue Cloud features. To find it - search for Salesforce Go in Setup, open the My Clouds tab, select Revenue Cloud, and view the full list of available features.

Category Sorting

Category Sorting helps you manage the display order of product categories using the Sort Order field. You can reorder categories directly within List Views using inline editing, making it easier to maintain a logical and consistent catalog structure.

Deep Clone

Deep Clone provides the ability to replicate quotes and orders in seconds. All related data is copied over, making it easier to reuse all the configurations while preserving the original record. To use this feature, make sure the Clone Quotes and Orders option in Revenue Settings is turned on. After that, you should be able to add the button to the Page Layout.

Manage Header Adjustment

Earlier, to apply global discounts on a Quote, it was necessary to configure the Discount Distribution Service, which included quite a lot of steps. With the new Release, the configuration was simplified, requiring only adding the Discount Distribution Service element to the Pricing Procedure as the last step and removing the Derived Pricing element (As of Spring ’25, the DDS element cannot be used in pricing procedures that also include Derived Pricing elements). Once done, you can click the Manage Header Adjustment button, select the necessary Adjustment Type (Amount, Percentage, Override Total), Distribution logic (Equal, Proportionate), and Adjustment Value, and validate how the Discounts were distributed to the Quote Lines.

Multiple Orders from a Quote

With this update, multiple orders can be generated from a single quote based on the quote line groups or a specific field, like Location or Start Date. To activate this feature, navigate to Setup, find Revenue Settings, and enable the Advanced Order Creation From Order option.

Once turned on, when you click the Create Order button from the Quote Layout, you will see a pop-up like the one in the screen below, where you have multiple options to create the Order. There is a Screen flow behind this feature, and it can be modified based on the business needs.

Rollback Assets

Rollback Last Transaction provides organizations more flexibility and accuracy in asset lifecycle management. Businesses often face situations where scheduled asset transactions must be modified or reversed to reflect customer requirements.

For example, if a subscription was amended by accident, instead of creating a new Amendment to fix the quantity, the rollback can undo this action instead. This feature updates not only the Asset record, but also the related objects (Asset Actions, Asset Action Sources, and Asset State Periods).

With Winter ’26, Salesforce continues to strengthen Revenue Cloud by providing more OOTB and ready-to-use features and also making them easier to configure. These Features provide organizations with more control over the revenue lifecycle.

Reach out to Milo Massimo for expert help with your Revenue Cloud Implementation