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Guided Selling
Release Notes

Release Notes

Keep up to date with the latest Guided Selling features and improvements.

Version History

Summer 2026 Release
v13.0
Winter 2026 Release
v12.0
Summer 2025 Release
v11.0
Summer 2024 Release
v10.0
March 2024 Release
v9.0

The table below summarizes recent Guided Selling releases. Open the linked Release Notes for complete feature details, implementation requirements, and the installation link for the latest available patch. New releases are added to the top of the table.

VersionTypeRelease DateHighlightsRelease Notes
v13.0.5PatchOctober 2, 2026Restricts org-wide Guided Selling Settings changes to Sequence Admins, restores Dial Next on standalone Engage, and fixes Action Cleanup processing failures that could interrupt participant progression.Summer 2026 Release v13
v13.0.2PatchAugust 26, 2026Fixes saving sequence emails when only formatting is changed and prevents Quick Actions from being removed during background record cleanup.Summer 2026 Release v13
v13.0.0MajorAugust 14, 2026Adds Automatic SMS, business-day-aware action timing, a rebuilt Participant Overview, email engagement tracking, activation safeguards, improved cloning, Safe Delete, favorites, labels, and custom fields in Engage.Summer 2026 Release v13

Keep up to date

Follow the instructions below to manage who receives Guided Selling notifications, review recent releases, and find upgrade instructions.

How to upgrade Guided Selling

Before upgrading, identify the major version you’re upgrading to, then open its Release Notes from the table above. Release Notes are the primary source for upgrade instructions and are kept up to date with:

  • The latest implementation steps for that major version
  • Prerequisites based on your currently installed version
  • Post-installation steps and validation
  • The installation link for the latest available patch in that major version
Always review the implementation steps for your target major version before starting an upgrade — requirements can differ depending on the version currently installed in your org.

To check your installed version and review available updates in Salesforce, see System Updates.

Manage who receives Guided Selling upgrade email alerts

Guided Selling sends upgrade and release notifications to a recipient list configured in your Salesforce org. To review or change who receives these notifications:

  1. In Salesforce, go to Setup.
  2. In the Quick Find box, search for Custom Settings.
  3. Click Manage next to GS_Public Settings.
  4. Click Edit.
  5. Find <Email> Recipients for errors.
  6. Add or remove email addresses from the comma-separated list.
  7. Click Save.

This setting isn’t specific to release announcements. Guided Selling also uses it for other system notifications, including error and exception alerts.

A recipient who wants release notifications without routine error alerts can create an email filter for messages with the subject Guided Selling hit a snag. In Gmail, for example, filter on that subject and choose to skip the inbox, apply a label, or mark the message as read.