Salesforce Summer ’25 Release: Hottest Features for Admins and Developers

May 9, 2025
13 min

Salesforce rolls out three major releases yearly, and the Summer ’25 release will bring changes you need to act on immediately. The Salesforce release date is May 16, 2025, and spans several weekends: May 10, May 17, June 7, and June 14, 2025.

The Sandbox Preview starts May 9, 2025, so you can check Salesforce release readiness and test new features against your customizations.

This detailed guide shows you the hidden features and critical updates in the Salesforce Summer ’25 release that could affect your instance. You’ll learn about Salesforce latest release updates for users, admins, and developers in:

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Salesforce Summer ’25 Release Features for Sales

General Salesforce Updates for Sales

Capture Leads from LinkedIn: Mandatory API Update

LinkedIn is retiring legacy APIs, so Salesforce users syncing LinkedIn Lead Forms must update their integration settings by May ’25. Without this update, lead syncing will stop.

Expert Tips: Coordinate with your LinkedIn admin to enable two-factor authentication during the API connection setup. Schedule this update before May to avoid disruption.

Salesforce for Outlook Retirement (December 2027)

Salesforce for Outlook will stop working and be retired by December 2027. Salesforce recommends migrating users to Outlook Integration and Einstein Activity Capture.

Sales Cloud Go: Now Salesforce Go

Sales Cloud Go has been rebranded as Salesforce Go, which might mean it will soon be available on other Salesforce Clouds.

Email Privacy with Header-Only Sync

Admins can limit email capture to “header-only” (sender, recipient, date/time). In sensitive scenarios, the subject and body will not be captured for compliance and security.

Header-Only Email Capture

Header-Only Email Capture

Expert Tip: Enable full-activity sync for maximum AI-driven insights and header-only sync for sensitive data (e.g., regulated industries).

Consolidated Email Logging & Tracking

Email Integration UI now combines logging and traffic controls. To track emails, users must log them explicitly, for better compliance, auditability, and transparency.

Expert Tips: Educate users on the new way to log and track emails. Document and communicate usage expectations and compliance standards internally.

Salesforce Sales Cloud Upcoming Release Updates for Admins

Dashboard Widget Refresh Control

Users can now refresh individual widgets instead of entire dashboards. You can enable this in Reports and Dashboards Settings.

Expert Tip: Enable this for end users to reduce data load times and improve dashboard interactions.

Quota Planning Enhancements: Freeze Columns & Security Controls

Ensure compliance with your organization’s security standards by controlling who can export and publish quota plans for territory-based forecasts in Pipeline Forecasting.

Sales Quota Planning Enhancements

Sales Quota Planning Enhancements

Expert Tips: Enable freeze to improve visibility for users managing large datasets.

Learn how to enable options to export and publish quota plans.

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Salesforce Summer ‘25 Release Updates for Service Cloud

General Updates for Service Cloud

Close Cases Directly from Case Details (Delivered Idea)

Service representatives can now quickly close cases directly from the case details page.

This update reduces extra clicks and boosts efficiency for case management.

Check how to enable The Close Case button.

Enhanced Feedback Management Surveys

Improve survey responses with dynamic emoji ratings, visual progress bars, attachment limit increases (20 per survey), and compatible URL setup.

Expert Tip: Enable compatible URLs to ensure higher email deliverability and survey completion rates.

Service Cloud Updates for Salesforce Administrators

Notify Email-to-Case Senders on Processing Errors

Optionally notify senders directly if their emails weren’t processed correctly via Email-to-Case.

Expert Tip: Communicate internally to avoid duplicate resend issues.

Learn how to turn on the notifications

Updated Single Email Send Limit

Hourly single email send limits are now unified. Emails sent via Case Lightning Email Composer are included, limiting each user to 250 recipients per hour.

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Salesforce Summer ’25 Release Updates for Admins

Enhanced List View Dropdown Accessibility

A redesigned dropdown menu for List Views improves scrolling, recently viewed access, and direct search functionality, driving an intuitive, consistent UX across Salesforce.

Enhanced Recent List Views

Enhanced Recent List Views

Expert Tip: Highlight changes to relevant user groups; communicate the new, improved experience.

Easier Custom Object Deletion Workflow

Before deleting, now admins can easily identify related objects to remove dependencies efficiently, blocking custom object deletions.

Expert Tips: Regularly audit object dependencies using the new workflow to simplify metadata maintenance and avoid unwanted surprises during cleanup tasks.

Set Org-Wide Sender for Report & Dashboard Subscription Emails (Generally Available)

Direct report and dashboard subscription emails to come from a predefined organization-wide address rather than the subscriber’s personal email, reducing confusion and admin workload.

Enable Org-Wide Email Address for Report Subscription

Enable Org-Wide Email Address for Report Subscription

One-Stop Object Permission Updates Across Permission Sets & Profiles

Admins can now mass-update object permissions across all custom profiles and permission sets in a single action within Object Manager.

Edit Account Object Permissions in Permission Sets

Edit Account Object Permissions in Permission Sets

Expert Tip: Regularly review the Access Summary in Object Manager to maintain tight permissions control efficiently.

Simplified Permission Set Summary Editing

Easily edit user, object, field, and custom permissions directly from the Permission Set Summary View, removing multiple clicks across setup pages.

Permission Set Summary Editing

Permission Set Summary Editing

Expert Tip: Regularly leverage summary editing after each deployment to minimize post-deployment permission issues.

Streamlined Permission Set Group Management

Quickly manage included permission sets within permission set groups from the summary page for faster administrative adjustments.

Permission Set Group Management

Permission Set Group Management

Expert Tips: Periodically audit Permission Set Groups using this new feature to ensure efficient permission allocation.

Comprehensive User Access Summary

Gain a consolidated view to manage individual user access across Permission Sets, Groups, and Queues, including easy search, sorting, and quick modifications.

User Permission Sets, Groups, and Queues Summary

User Permission Sets, Groups, and Queues Summary

Salesforce Summer ’25 Release Updates for Developers

TypeScript Support for Lightning Base Components

Salesforce has official TypeScript type definitions for Lightning Base Components, which provide type checking and safety for JavaScript developers working with Lightning Web Components.

To add the typings to your component, import the types as follows at the top of your JavaScript file, converted to TypeScript:

import { LightningElement } from ‘lwc’;
import ‘@salesforce/lightning-types’;
import type LightningButton from ‘lightning/button’;
export default class ComponentExample extends LightningElement {
submitLabel: string = ‘Submit’;
}

Dynamic Formula Evaluation with Template Syntax in Apex

Apex’s FormulaBuilder class now supports dynamic formula evaluation with merge-field syntax via the new method parseAsTemplate(). This makes the code more readable and reduces database roundtrips.

ApexGuru Optimizer (for eligible editions)

ApexGuru now provides deeper insights and more precise optimization recommendations for Apex code for anti-patterns like SOQL-in-loops, inefficient query filters, and other costly operations.

Expert Tips: Regularly run ApexGuru in eligible environments to catch performance and code quality issues.

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Salesforce Release Features for Marketing Cloud Account Engagement

General Salesforce Release Updates for Account Engagement

WhatsApp in Marketing Campaigns

Marketers can now connect WhatsApp Business to Account Engagement and send messages to prospects via Marketing Cloud.

Expert Tips: Always get consent and follow messaging guidelines when using WhatsApp channels.

Salesforce Next Release Updates for Salesforce Admins

Optimizer: Dismiss Non-Critical Warnings

Admins can now dismiss non-essential custom configuration warnings in Optimizer and focus on essential or business-critical issues. If requirements change, admins can restore previously rejected warnings.

Expert Tips: Dismiss low-priority config alerts regularly to reduce noise and take action on important issues. Document the reason for dismissing the warnings internally so future admins know why.

Failed Email Sends Report

A new Failed Email Sends report makes it easier for admins to troubleshoot email sends, with details on failed messages, timestamps, affected prospects and the reason (e.g. invalid addresses or missing content).

Expert Tips: Schedule a report to run regularly to proactively review and fix failed email sends and improve deliverability and engagement.

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Salesforce Release’ 25 Features for Experience Cloud

General Release Updates for Experience Cloud

Session Timeout Notifications for LWR sites

Salesforce now notifies authenticated users on Lightning Web Runtime (LWR) sites 5 minutes before their session expires. This notification allows users to save work or re-login without interruption.

Experience Cloud Release Updates for Salesforce Administrators

Customizable Record Lists for LWR Sites

Admins can now use the new Record List component in LWR sites. This component allows users to view, search, sort, and paginate items like accounts or cases. It is customizable and responsive on desktops, tablets, and mobile devices.

Customizable Record Lists for LWR Sites

Customizable Record Lists for LWR Sites

Expert Tip: Limit the number of fields per record to keep it clean and fast on mobile devices.

Learn how to enable the new Record List component in Experience Builder.

Mandatory Email Sender Verification for New Sites

Salesforce now requires sender email verification for new Aura and LWR sites to improve security and ensure trustworthy welcome emails.

Expert Tip: Always verify sender emails during site setup to avoid delays or blocked emails. Document verification process as part of site creation procedures.

Check how to verify sender email addresses in Experience Builder.

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Salesforce Summer’ 25 Release Features for Nonprofits

Volunteer Management for Your Volunteer Programs

Get more out of your volunteer management in Salesforce by recruiting better volunteers, assigning roles more effectively, and increasing volunteer engagement and retention. You can also use built-in reporting to measure and prove your volunteers’ impact.

Expert Tips: Review volunteer data regularly to refine your recruitment strategy and optimize volunteer engagement. Consider providing initial training or resources for users managing volunteers to get the most out of these features.

Power Your Organization with Volunteer Coordination

Use the Volunteer Management data model in Salesforce to schedule volunteers, track volunteer hours, and simplify reporting of volunteer metrics. Experience Cloud allows you to create a volunteer portal where volunteers can find opportunities, apply for roles, and track their contributions.

Expert Tips: Consider a branded volunteer portal to improve user experience and application process. Review volunteer metrics regularly to refine scheduling and recruitment strategy to get the most out of your volunteers and organization.

Check also new objects in Volunteer Management.

Salesforce Summer ‘25 Release Features for Agentforce & Einstein

General Release Updates for Agentforce & Einstein

More Languages for Agentforce SDR

Agentforce SDR now supports French, Italian, German, Spanish, Japanese, and Portuguese. SDR agents can engage prospects in their preferred language.

Expert Tip: Ensure your default SDR agent language matches your primary market segment. Test thoroughly after changing the default language to ensure high-quality customer interactions.

Learn how to configure default language settings.

Agentforce Deal Agent: AI for Sales Productivity & Process Compliance

In June 2025, this agent will analyze deal interactions and recommend the next best actions, reducing the rep workload.

Expert Tip: Plan by ensuring complete opportunity record-keeping and clear sales cycle milestones.

Learn how to turn on Agentforce Deal Agent.

Engage Beyond Leads with Agentforce SDR

Agentforce SDR can now engage not just leads but also Contacts and Person Accounts. This is perfect for cross-selling, upselling, and customer nurture programs.

Expert Tip: Verify your Contact and Person Account data has required fields (Email, Account Name, Owner) before activating SDR campaigns.

Learn how to activate Agentforce SDR actions on the Contact and Person Account layout pages.

Translate and Streamline Customer Conversations in Real-time

Einstein Conversation Translate allows service teams and supervisors to read and respond to customer messages in their own language in real-time.

Expert Tips: Train your team on best practices for translated conversations, including cultural sensitivity and brand voice.

Check how to use Einstein Conversation Translate.

Agentforce & Einstein Updates For Salesforce Administrators

Agentforce SDR Email-Generation Testing

From March 31, 2025, admins will be able to test AI-generated SDR emails in Agent Builder to get higher-quality outreach.

Email-Generation Testing in Agent Builder

Email-Generation Testing in Agent Builder

Expert Tip: Schedule testing periods for new SDR content updates to avoid customer impact.

Check how to test Agentforce SDR email generation in Agent Builder.

Video Uploads for Salesforce Conversation Insights

Einstein Conversation Insights (ECI) now supports direct upload of third-party video call recordings and automatically provides meeting insights and transcripts to identify coachable moments.

Video Uploads for Salesforce Conversation Insights

Video Uploads for Salesforce Conversation Insights

Expert Tip: Integrate this into your sales enablement processes to improve sales team productivity and coaching effectiveness.

Discover how to turn on this feature.

Pricing and Objection Handling Insights via Sales Signals

Sales Signals dashboard now shows Pricing and Objection conversations to see team performance on key topics.

Pricing and Objection in Sales Signal Dashboard

Pricing and Objection in Sales Signal Dashboard

Expert Tip: Sales leaders should use this visibility to adjust training and response strategies based on qualitative insights quickly.

Check how to see Pricing and Objection topics in Sales Signals.

Agentforce & Einstein Updates For Salesforce Developers

External Data Sources in Prompt Builder

Prompt Builder allows developers to pull external object data directly into Salesforce generative AI prompts. This is perfect for use cases where real-time external system data (e.g., orders, shipments, etc.) needs to be queried.

Expert Tips: Ensure external object schemas are standardized and properly mapped with clear, descriptive fields to avoid errors in template previews.

Learn how to access the external object fields in Prompt Builder.

Data Graph for STO

The Einstein Send Time Optimization (STO) data model upgrade allows developers to generate data graphs so you can get granular, personalized email delivery timing

Expert Tip: Review STO results regularly and adjust your Data Graph models periodically to maintain high email engagement rates.

Agentforce-specific Lightning Web Component Targets

To enable richer AI experiences with Agentforce, Salesforce is introducing two new LWC targets:

  • lightning__AgentforceInput: Collect structured user data for Agent actions.
  • lightning__AgentforceOutput: Customize how Agent outputs are displayed visually.
Expert Tip: Use these new targets extensively to provide visually appealing, intuitive AI agent interactions, beyond text based responses.

Salesforce Release ’25 Updates for Flows

Flow Approval Processes to Replace Classic Approvals (Important Update)

Classic Approval Processes are being phased out in favor of Flow-based Approvals. Users are now being prompted via banners in Approval Processes Setup to use Flow Approval Processes.

New Flow Approval Processes in Salesforce

New Flow Approval Processes in Salesforce

Expert Tips: Start migrating your classic Approval Processes to Flow-based approvals now to avoid last-minute migrations. Test thoroughly in the Sandbox before production rollouts.

Check how to create a Flow Approval Process from the approvals app.

Add a Recall Path to Flow Approval Processes

New in this release, Flow Approval Processes can have a “recall path” for specific actions when a user recalls an approval request.

When recalled, it cancels any active approval stages and open tasks and executes background steps specific to recall scenarios so you can proactively handle recalled requests.

Expert Tips: Plan for standardized actions when approvals are recalled to maintain data integrity and user experience during approval processes.

Debug Flows Completely Redesigned

A new Flow Debug Panel is introduced—it is larger, collapsible, and easier to manage for better workflow debugging. Users can quickly copy and analyze debug logs for faster troubleshooting.

You can view output when configuring Subflows or Actions in the Flow Builder. Output has explicit labels, names, and data types, making it easier to see and troubleshoot.

Expert Tip: Use the new debugger during Flow development to take advantage of improved clarity and control to speed up troubleshooting. Always label output so you can easily troubleshoot and handle data between Flow elements.

Automated Flow Testing for Error Handling

Explore automated testing for Data Cloud-triggered and Record-triggered Flows now supports checks on Create, Update, Delete actions and Action elements for errors.

Automated Flow Testing for Error Handling

Automated Flow Testing for Error Handling

Expert Tips: Include robust automated test scenarios in all critical flows, especially error conditions. It will ensure high reliability when deployed and reduce post-launch surprises.

Learn how to create a Test Flow.

Simplified Single Sign-On Registration with Flow Builder

Replace Apex coding with Flow Builder’s new Authentication Provider User Registration flow template to simplify single sign-on (SSO) user provisioning for Experience Cloud sites.

Expert Tip: Customize Flow templates carefully and test them thoroughly in a sandbox before production deployment.

Conversation Transcripts in Automation via Flow Builder

Developers can now use conversation transcripts from Einstein Conversation Insights in Flow Builder automation flows to scale and centralize sales follow-up processes or coaching session scheduling.

How to Use Conversation Transcripts from Einstein Conversation Insights in Flow Builder

How to Use Conversation Transcripts from Einstein Conversation Insights in Flow Builder

Expert Tip: Automate timely and data-rich follow-ups or customize alerts based on conversation sentiment and topics to trigger proactive sales intervention.

Learn how to add Get Conversation Transcript in Flow Builder.

Einstein Panel in Flow Builder

Flow Builder has a new Einstein panel with a flexible, drag-and-drop layout, simultaneous configuration panels, and improved navigation for a better UI.

New Einstein Panel in Flow Builder

New Einstein Panel in Flow Builder

Expert Tip: Administrators should frequently use pinned/unpinned states for a seamless flow-building experience and clear conversation history to keep the UI clean.

Check how to enjoy the new Einstein Panel in Flow Builder.

New Einstein Decision Element for Email Engagement

Admins can now add Einstein Decision elements to Salesforce Flows to automatically adjust marketing journeys based on real-time email engagement metrics, such as click likelihood or marketing email saturation.

Expert Tip: Use Einstein Decision strategically in segment-triggered and automation event-triggered flows to improve customer experience and lower unsubscribe rates.

Learn how to add Einstein Decision element to Flow.

Sync Emails with Custom Object Matching and Flows

When “Sync Email as Salesforce Activity” is enabled, Salesforce provides a default flow (“Activities: Match Email to Records”) that matches emails to contacts, accounts, opportunities, or custom objects.

To enable this feature, go to Setup > Flows > choose Activities: Match Email to Records.

Expert Tips: Customize email-matching workflows to fit your business processes, including partner scenarios or complex custom object relationships. Use custom Apex logic when unique tie-breaker logic is required.

Send Email Action with Enhanced UX & Editor

The highly used Send Email Action has been rebuilt and has clear field separation: Receiver, Sender, and Email Content. A new rich-text WYSIWYG editor makes creating well-formatted emails easier.

Enhanced UX Email Editor

Enhanced UX in Email Editor

Expert Tips: Use the new email composition layout to standardize and simplify complex communications in automated Flow email actions.

Time data in Flow

Summer ‘25 introduces a dedicated Time data type for Flow useful for workflows triggered by specific times of the day rather than dates.

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How Ascendix Can Help with SF Administration and Development?

The Salesforce Summer ’25 release brings significant changes in many areas that need your attention. Your proactive testing and preparation will help you smoothly transition through crucial updates.

What are your thoughts on these updates? Have you found any other new features in this release? Your input and discoveries are valuable to us and the wider Salesforce community. Comment below.

Also, Ascendix can help with:

  • Navigating new release features,
  • Salesforce audit and system troubleshooting,
  • Salesforce optimization/customization,
  • Complex system integration,
  • Custom AppExchange app development,

Book a free consulting call with us, and together we’ll find the best solution for your needs.

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