Salesforce releases frequently highlight innovation and scale. With Spring ’26, the emphasis shifts towards control, governance and day-to-day operability.
Across wealth management, asset management, private equity, insurance and banking, many organisations are at a similar stage: core platforms are in place, but complexity, regulatory pressure and fragmented processes are limiting momentum. What stands out in Spring ’26 is a set of changes that make Salesforce easier to operate, govern and evolve, rather than a fundamental shift in direction.
With a host of new features and enhancements in the upcoming release (rolled out for production by 20 February), here is what we at Futureform think financial services companies should be most excited for:
Agentforce becomes truly integrated across the ecosystem
AI has featured prominently in recent Salesforce releases. Spring ’26 signals a shift towards a more operational and controlled approach with Agentforce. With Agentforce Studio, Agent Script, and improved observability, AI agents are no longer defined purely by prompts and outcomes. They are defined by structure, traceability and control. That matters in environments where decisions must be explainable and actions auditable.
Where this lands for financial services
- With new Agent components for meeting preparation and followup, wealth managers can support advisers with preparation and follow-up automation while keeping judgement human-led.
- Insurers can assist with quote or servicing triage without embedding logic deep in legacy platforms.
- Wealth Managers can introduce AI into customer service for bounded, identity-verified use cases.
Agentforce Financial Services reduces setup friction
The shift from Financial Services Cloud to Agentforce Financial Services integrates AI agents and industry-specific automation into the core of the asset management, private equity, wealth, and insurance experience.
The new release addresses several delivery pain points:
- Salesforce Go for FSC centralises configuration and reduces the previous fragmented setup pages making it easier for Digital Lending and other foundational features to be customised.
- Household Jumpstart bundles reduce the go-live time for standard FSC components.
- Advanced document validation strengthens onboarding and compliance and new Onboarding Objects allow for more granular data collection during client onboarding.
Digital insurance capabilities support phased modernisation
Spring ’26 is another leap in Salesforce’s continued investment in its digital insurance capabilities. The entire insurance product suite has been rewritten from the ground up (following the Vlocity acquisition a number of years ago) and we’re seeing great improvements to the product’s flexibility, performance and alignment to the core Salesforce platform.
Last year we saw major new releases across quoting, underwriting, policy admin, and claims. Spring ’26 brings:
- A new suite of tools for Group Benefits products, enabling complex, multi-class quoting and enrolment
- A new constraint modelling engine to help streamline product configuration, underwriting rules, and clauses
- Multi-root quoting better reflects real insurance product models
Flow enhancements strengthen automation governance
While Agentforce is most often talked about, Flow remains an essential feature. The Spring release focuses on making Flow safer to change and easier to manage.
Key updates include:
- AI-powered Flow Builder
- Kanban components in Screen Flows
- Scrolling support for Flow canvases
- Unified testing for Flow and Apex
Data 360 and security improvements support trust-led use cases
The Spring release continues to mature Data Cloud (now Data 360), with a stronger focus on accessibility, governance and control.
For financial services leaders, the most relevant changes include:
- Better visibility into data quality and structure, with sensitive client information protected by default
- Closer alignment between analytics and operational data, reducing delays between insight and action
- Greater control over data security and encryption, supporting internal risk and regulatory requirements
- Simpler oversight of audit, monitoring and data protection activities
Sales, service and marketing align around execution
Across Sales Cloud, Service Cloud and Marketing Cloud, the Spring release reduces fragmentation by embedding more structure, context and follow-through into everyday client engagement — an area where financial services teams often struggle with handoffs and consistency.
Key changes include:
- Agentforce-led lead generation and qualification, assessing inbound leads against defined criteria
- Improved handoff between lead generation and nurturing, reducing gaps when meetings are not immediately booked
- Post-meeting summaries and follow-up suggestions, grounded in call transcripts and interaction data
- Agentforce campaign experiences in Marketing, supporting faster execution
- Locked templates and brand controls, helping maintain compliance and consistency across communications
Experience and service changes reduce operational drag
Experience Cloud and Service Cloud updates in the Spring release focus on improving continuity, consistency and control across client and service interactions — all areas that matter in regulated financial services environments.
The most relevant changes include:
- Return to previous page after session timeout for authenticated Experience Cloud users, reducing disruption during sensitive client tasks
- Role-based case summaries, giving service agents and managers quicker access to the information that matters for regulated client servicing
- Rule-based milestone pausing, improving SLA accuracy when cases are waiting on customer input or escalated for review
- Quick Text in case comments, supporting consistent, auditable documentation across service teams
Summary
The Spring ’26 release prioritises operational confidence. We’ve highlighted how it:
- Introduces more controlled ways to adopt AI
- Simplifies how Financial Services Cloud is configured and evolved
- Strengthens automation governance through Flow
- Supports phased modernisation in insurance.
Futureform helps financial services organisations maximise the power of Salesforce. We hope that this release has sparked some ideas for how we can help your organisation continue to drive value with your Salesforce products.
If you’re assessing how the Salesforce Spring release fits into your roadmap and would like to discuss further with our team, please get in touch with one of our Account Directors.