Guided Selling Summer 2026 Release (V13)
Guided Selling v13 expands automation with Automatic SMS, working-day-aware sequence timing, a redesigned Participant Overview, email engagement tracking, and new tools for organizing and managing growing sequence libraries.
Automatic SMS actions
SMS sequence actions can now send automatically on schedule, with merge-field personalization, opt-out checks, admin controls, and deliverability reporting to help teams monitor SMS failure rates.
Business-day timing for sequence actions
Sequence actions can now use working-day and business-hours-aware timing so follow-ups stay aligned with each team’s schedule instead of becoming due on weekends or outside working hours.
Rebuilt Participant Overview
The redesigned Participant Overview brings participant details, sequence status, projected due dates, sequence actions, Quick Actions, and one-off email into a single workspace.
Email engagement tracking
Reps can now see email opens, clicks, and replies directly in Guided Selling through Live Updates in Engage and participant-specific activity in the Participant Overview.
Activation guardrails and sequence status visibility
Guided Selling now warns admins before activating sequences that begin with an automatic email or SMS action and provides clearer sequence-status visibility for manual sequences.
Sequence and action cloning
Admins can review cloned sequences before saving and clone individual sequence actions with their templates, criteria, field updates, delegation rules, and activation settings intact.
Safe delete for sequences
Admins can remove active or inactive sequences from the working UI while preserving participant history, attribution data, and historical Sequence Association records.
Favorite sequences
Users can star frequently used sequences to pin them to the top of sequence lists and make common sequences easier to find.
Sequence labels
Sequence Admins can create freeform labels to organize the sequence library, while users can filter sequence lists and selection screens by one or more labels.
Custom fields in Engage
Admins can control which Salesforce fields are available through Guided Selling Field Sets, and reps can personalize their Engage View by adding, removing, filtering, and sorting those fields.
Minor and technical enhancements
V13 also includes multi-select filters, Lightning Console improvements, refreshed Guided Selling visual design, performance improvements, updated action-processing jobs, sequence lifecycle tracking, SMS deliverability jobs, and improved error visibility.
Upgrade to v13
Customers upgrading to v13 must install the new package, run the required post-install jobs, verify job completion, and review their organization’s default Working Days configuration. Customers on v11 or earlier have additional prerequisite upgrade steps.
Guided Selling Summer 2026 (v13) — full release notes and implementation steps