Salesforce Spring ’25 Release: What’s New?

The latest Salesforce release brings a wave of innovations that redefine how we interact with technology in the digital workplace.

From AI-powered automation to enhanced security measures, this update package demonstrates Salesforce’s commitment to creating more intelligent, efficient, and user-friendly experiences.

As we dive into the key features, you’ll discover how these improvements can revolutionize your daily operations and drive better business outcomes.

Explore top Salesforce Spring ’25 release updates for:

• Agentforce
• Sales Cloud
• Marketing Cloud
• Experience Cloud
• Nonprofit Cloud
• CRM Analytics
• Salesforce Flows

General Salesforce Spring ’25 Release Updates

Salesforce Platform Login License: Enhanced Usage Monitoring

Monitor Salesforce Platform Login license compliance with enhanced tracking capabilities on the System Overview page. The new feature enables administrators to identify users who exceed their custom object allocation limits.

What’s New:

• Track Platform Login users exceeding custom object limits
• Access detailed usage data via CSV download
• View user names and associated custom object creation details

How to Access

1. Navigate to System Overview and locate “Salesforce Platform Login Users Over Custom Object Limit.”
2. Click the adjacent number to download the comprehensive usage report.

This monitoring tool helps maintain license compliance while providing transparent visibility into custom object usage across your organization.

Setup Enhancement: Personalized Recommendations

Setup navigation becomes more intuitive with “Suggested for You,” a new feature delivering customized recommendations based on your organization’s product usage patterns and workflow preferences.

What’s New

Tailored setup suggestions based on:

• Installed products
• User workflow patterns
• Company-wide usage trends

Interactive Features

• Direct action buttons for immediate implementation
• Copy function for future reference
• Individual suggestion dismissal option

Preference Management

Access and customize suggestion settings through Setup > Adoption Assistance

This intelligent feature streamlines your Setup experience by providing relevant, actionable recommendations aligned with your specific needs.

Welcome Email Customization: Enhanced Branding Control

Personalize internal user welcome emails with brand-specific elements and custom onboarding information. This IdeaExchange-inspired feature enables tailored first-contact communications.

Key Benefits

• Consistent branding
• Streamlined onboarding
• Verification compliance
• Improved user experience

Customization Options

• Brand-aligned design
• Custom messaging
• Onboarding instructions
• Verification integration

Implementation Steps

1. Create classic email template
2. Include {!NewUserWelcomeEmailLink} field
3. Access Session Settings
4. Set Welcome Email Template

This enhancement allows organizations to maintain brand identity while ensuring proper user verification processes.

Important Note: Verification link inclusion is mandatory for email verification compliance.

Lightning Adoption Apps: End-of-Life Announcement

Lightning Adoption applications will be discontinued on January 10, 2025. This retirement affects:

• Lightning Experience Transition Assistant
• Lightning Experience Configuration Converter
• Lightning Experience Readiness Check

Quick Actions: Redirect to a Newly Created Record

A streamlined approach to record access is now available through expanded toast message functionality. After creating a record with quick actions, users can navigate directly to it by clicking either default or custom toast notifications—an enhancement to the previous desktop-only default toast navigation.

What’s New

• All toast messages now serve as navigation links to newly created records
• Functionality unified across default and custom notifications
• Available on both desktop and mobile platforms

This update simplifies post-creation workflows while offering greater flexibility in how users access their newly created records.

Email Sender Verification: Mandatory Security Update

Starting Spring ’25, all users must verify their return email addresses in My Email Settings to maintain email sending capabilities. This requirement supports enhanced email security standards and ensures reliable message delivery.

Check your instance’s upgrade date: Visit Trust Status > Search Instance > Maintenance Tab

What’s New

• Unverified email addresses will be blocked from sending emails
• Verification emails sent automatically once per release until Spring ’25
• Manual verification available through My Email Settings

Verification Process

1. Access My Email Settings
2. Select “Resend Verification Email” (if available)
3. Click the verification link in the received email

Important Note: Absence of the resend option indicates the address is already verified.

Action Required

Ensure all users complete email verification before Spring ’25 to prevent disruption of email functionality.

Domain Configuration Update: Maps and Location Services

To ensure proper functionality of Google Maps integration and address-related features, add *.forceusercontent.com to your network allowlists.

This domain supports:

• Map displays on standard address fields
• Visualforce map creation
• Address autocomplete functionality

Important Correction

*.forceusercontent.com was previously misclassified as exclusive to orgs without enhanced domains. This domain is required for all organizations using maps and location services.

Configuration Required For

• Network allowlists
• Firewalls
• Proxies

Ensure proper domain configuration to maintain uninterrupted access to mapping features.

Search Manager Update: Profile-Specific Filter Customization

Coming in December 2024, Search Manager introduces granular control over explicit search filters, enabling precise customization based on object types and user profiles.

What’s New

• Object-specific filter customization
• Profile-based filter configuration

This enhancement allows administrators to fine-tune search experiences for different user groups, improving search efficiency and relevance.

Batch Collection Management: Streamlined Asset Organization

Introducing multi-asset collection management that eliminates individual item additions. Now manage your collections more efficiently with bulk operations and simultaneous multi-collection updates.

Key Features

• Bulk asset selection
• Multiple collection targeting
• Single-action batch processing

How to Use Collections:

1. Navigate to Analytics tab or Analytics Studio

2. Select Browse or Favorites

3. Choose multiple items

4. Click Bulk Actions > Add to Collections

5. Select target collections

This update significantly reduces collection management time and streamlines asset organization workflows.

Custom Report Types: Enhanced Management Experience (GA)

The redesigned Custom Report Type page delivers improved navigation, flexible customization, and expanded field capacity—a direct response to IdeaExchange feedback.

What’s New

• Streamlined report type discovery
• Personalized list view creation
• Compact summary page layout
• Enhanced object relationship management
• Flexible field and section organization
• Increased field capacity (up to 1,000 fields via lookup)

Layout Editor Features

• Intuitive field management via drag-and-drop
• Advanced field search functionality
• Customizable display names
• Detailed field information
• Integrated lookup field access

Setup Process

1. Navigate to Setup > Reports and Dashboards Settings
2. Enable “Enhanced Custom Report Type Setup Page“

3. Access Report Types via Quick Find

Salesforce Spring ’25 Release Updates for Agentforce

Digital Wallet: Enhanced Monitoring for Agentforce Usage

Digital Wallet now provides comprehensive monitoring of your Agentforce consumption across Sales and Service Cloud platforms. The enhanced homepage features a unified Conversations consumption card that tracks:

• Agentforce Sales Coach usage
• Agentforce SDR (Sales Development Rep) metrics
• ASA Messaging (previously Agentforce Service Agent – Inbound) data

The Consumption Insights page now includes detailed time-based analytics, enabling you to analyze usage patterns and optimize resource allocation.

Availability:

• Digital Wallet: Lightning Experience (Enterprise and Unlimited editions)
• Agentforce SDR: Lightning Experience (Enterprise, Performance, and Unlimited editions)
• Sales Coach: Lightning Experience (Enterprise, Performance, and Unlimited editions)
• ASA Messaging: Lightning Experience (Enterprise and Unlimited editions) via Service Cloud Usage Billing

Access Requirements

• Digital Wallet: View Consumption permission or Your Account access
• Agentforce SDR: Requires SDR add-on
• Sales Coach: Requires Sales Coach add-on
• ASA Messaging: Requires Conversation add-on

Implementation Resources

Get started with:

• Digital Wallet: Access Digital Wallet guide
• Agentforce SDR: Set Up Agentforce SDR documentation
• Sales Coach: Setting Up Agentforce Sales Coach manual

Important Note: Agent setup is available exclusively through the desktop interface.

Agentforce Sales Coach: AI-Powered Sales Performance Enhancement

Scale personalized coaching with Agentforce Sales Coach, an AI-driven solution that analyzes sales conversations and provides targeted feedback using CRM data insights.

This tool empowers sales teams with scalable, data-driven coaching to improve conversation handling and deal progression.

Key Features

• AI-powered pitch analysis
• Interactive role-play sessions
• Personalized performance feedback
• CRM-integrated coaching recommendations

Stage-Specific Functionality

Qualification/Needs Analysis:

• Sales pitch practice
• Transcript analysis
• Detailed feedback

Proposal/Negotiation Stages:

• AI-driven customer role-play
• Performance evaluation
• Improvement recommendations

New Agent Topics

• Sales Coach Agent: Opportunity Coaching
• Sales Coach Agent: Negotiation/Review Role-Play
• Sales Coach Agent: Proposal/Pricing Quote Role-Play
• New template: Sales Pitch Feedback

Access: Via Agentforce Sales Coach Lightning page component on Opportunity pages

Agentforce SDR: AI-Powered Sales Development Automation

Transform your lead qualification process with Agentforce SDR, an AI agent that automates top-of-funnel activities while enabling sales teams to focus on relationship building.

Core Capabilities

• Automated lead engagement
• 24/7 operation
• Customized email communication
• Intelligent follow-up management
• Meeting coordination
• Product-specific query responses

Key Features

• Customized initial outreach based on lead data
• Automated follow-up sequences
• Calendar integration for meeting scheduling
• Knowledge-based response generation
• Activity tracking in lead timeline

Required Components

• Sales Engagement: Prospect outreach management
• Einstein Activity Capture: Email/calendar synchronization
• Einstein Copilot: AI action orchestration
• Einstein Generative AI: Content generation
• Salesforce Inbox: Email integration
• Automated Actions: Cadence management
• Data Cloud: Analytics and compliance

How to Implement:

1. Enable Agentforce SDR
2. Complete guided setup
3. Configure required features
4. Create agent user record
5. Set up Agent Builder parameters
6. Define lead assignment rules

This solution streamlines lead qualification processes while maintaining personalized engagement through AI-driven automation.

Agentforce Service: Real-Time Conversation Monitoring Update

Enable supervisor oversight of AI-customer interactions with new live monitoring capabilities in Omni Supervisor. This feature enhances service quality through real-time supervision and intervention options.

Key Features

• Live session monitoring
• Flag raising system
• Transfer capabilities
• Real-time supervision

Implementation Steps

1. Configure AI agents:
   • Add Raise Flag action
   • Enable supervision settings
2. Set up Omni Supervisor:
   • Enable AI Agents tab
   • Configure monitoring access

Supervisor Tools

• Live conversation viewing
• Flag management
• Agent reassignment
• Quality monitoring

Monitoring Process

1. Access AI Agents tab
2. Click Monitor for active conversations
3. Review interactions
4. Transfer to reps when needed

This enhancement ensures quality control while providing seamless escalation paths for AI-customer interactions.

Agentforce Service: Supervisor Alert System

Implement targeted supervision with the new flag system for AI-customer interactions. This feature helps prioritize conversations requiring immediate supervisor attention.

Key Functionality

• Automated flag raising
• Priority alerts
• Targeted supervision
• Quick response enablement

Implementation Steps:

Configure triggers for:

• Customer dissatisfaction
• Refund requests
• Escalation needs
• Complex issues

Supervisor Actions

• View flagged conversations
• Lower flags
• Reassign to service reps
• Monitor interactions

Configuration Steps:

1. Access AI agent settings
2. Modify topic instructions
3. Define flag triggers
4. Set alert parameters

This enhancement ensures efficient allocation of supervisor attention to critical conversations while maintaining service quality.

Agentforce Service: Context-Aware Search Integration

Optimize user support with real-time search context integration in Agentforce Service Agent. This enhancement enables intelligent solution suggestions based on user search behavior.

Key Functionality

• Real-time query processing
• Knowledge base integration
• Automatic suggestions
• Contextual responses

Key Benefits

• Automated answer suggestions
• Real-time context awareness
• Faster query resolution
• Enhanced support experience

Implementation Steps

1. Access Experience Workspaces
2. Navigate to AI Experience
3. Enable “Share search queries”
4. Activate context sharing

This enhancement delivers more efficient support through intelligent, context-driven interactions.

Salesforce Spring ’25 Release Updates for Sales Cloud

Activity Custom Fields: Expanded Capacity

Organizations with under 400 million activities can now leverage an expanded custom field limit, increasing from 100 to 300 fields. This enhancement provides greater flexibility in activity data management and reporting capabilities.

What’s New

• 200% increase in custom field capacity
• Enhanced data tracking options
• Improved reporting capabilities
• Streamlined feature integration
• Elimination of complex workarounds

This update enables more comprehensive activity customization while maintaining system performance.

Sales Action Plans: Enhanced Team Coordination

Introducing comprehensive sales activity management through customizable Action Plans. This IdeaExchange-inspired feature enables structured task coordination and transparent team alignment across multiple sales objects.

What’s New

• Custom sales action plan creation
• Multi-object association capability
• Strategic Tracker integration
• Event-specific item types
• Team accountability tools

Compatible Objects

• Accounts
• Cases
• Campaigns
• Contacts
• Contracts
• Leads
• Opportunities

Action Plans Implementation Steps

1. Access Sales Action Plans in Setup
2. Assign user permissions
3. Create plan templates
4. Add Action Plans related list to object layouts

Account Plan Integration

Access options:

• Via Strategic Tracker’s Action Plans
• Through Sales Account Plan objective view

This enhancement streamlines sales coordination while providing clear visibility into team activities and objectives.

Sales Account Plan Objectives: Automated Progress Tracking

Enhance visibility into Sales Account Plan performance with automated objective tracking. This update enables precise goal measurement through customizable calculations and real-time progress monitoring.

What’s New

• Automated progress calculations
• Customizable tracking conditions
• Multi-object monitoring
• Reusable calculation templates
• Daily progress updates

New Tracking Capabilities

• Define specific success criteria
• Select relevant tracking objects
• Monitor targeted records
• Set custom target values
• View automated progress updates

Supported Objects

• Campaigns
• Cases
• Contacts
• Opportunities

Sales Account Plans Implementation Steps:

1. Access Sales Account Plans in Setup
2. Create calculation definitions
3. Activate desired tracking parameters
4. Utilize pre-built definitions (2 available)

Objective Setup Process:

1. Select calculation definition
2. Define target value
3. Choose related records
4. Monitor automated updates

Important Note: Manual progress updates remain available for objectives without defined calculations.

This enhancement provides data-driven insights while maintaining flexibility in objective measurement approaches.

Account Research: AI-Powered Company Intelligence

Empower sales teams with integrated, AI-driven company research capabilities. The new Record Research component enables comprehensive account analysis without leaving Salesforce.

Key Features

• Generative AI research integration
• Competitive analysis insights
• Strategic initiative identification
• KPI discovery
• In-platform research capabilities

Research Insights

• Company strengths and weaknesses
• Strategic developments
• Performance metrics
• Market positioning

Account Research Implementation Steps

1. Enable Account Research in Setup
2. Add Record Research component to:
   • Account pages
   • Account Plan pages
3. Configure permission sets for sales teams
   Requirements

User Permissions:

Research Records

• Read access to Account object
• Execute Prompt Template

This enhancement streamlines account research workflows while providing valuable insights for strategic sales planning.

Pipeline Forecasting: Enhanced Split Opportunity Management

Expand forecast visibility with new manager judgment capabilities for split opportunities.

This enhancement enables managers to assess and adjust forecasts for partial opportunity ownership, providing more accurate insights across sales hierarchies.

What’s New

• Manager assessments on split opportunities
• Hierarchical forecast roll-ups
• Cross-team forecast alignment
• Specialized team visibility
• Enhanced commitment tracking

Supported Hierarchies

• User role-based
• Territory-based

Prerequisites

Enable in Setup:

1. Team Selling
2. Opportunity Splits
3. Manager Judgments in Forecasts Settings
4. Add Manager Judgment column to opportunity lists

Important Note: Feature excludes opportunity product splits.

This update enables more precise forecast management while improving cross-team alignment on shared opportunities.

Pipeline Inspection Update: Consistent Field Permissions

Pipeline Inspection list view now respects Read-Only field settings from Opportunity page layouts, delivering a more uniform user experience across Salesforce interfaces.

What’s New

• Aligned field permissions
• Consistent read-only behavior
• Enhanced data integrity
• Standardized user interface

Important Notes

• Field-level security remains primary control
• Eliminates previous inline editing discrepancy
• Applies to all Read-Only marked fields
• Maintains security hierarchy

This update ensures consistent field behavior between Opportunity pages and Pipeline Inspection views while maintaining existing security protocols.

Important Note: No changes to existing field-level security configurations required.

Close Date Predictions: Feature Retirement Notice

Effective this release, Close Date Predictions has been discontinued from Einstein Deal Insights in Pipeline Inspection.

Alternative Solution

Einstein Opportunity Scoring provides:

• Comprehensive closure likelihood predictions
• Enhanced opportunity assessment
• Robust prediction modeling

Remaining Features

Einstein Deal Insights continues to offer:

• Call analytics
• Email insights
• Service case analysis

Recommendation: Transition to Einstein Opportunity Scoring for predictive deal analytics and opportunity assessment needs.

Important Note: This retirement affects only the Close Date Predictions feature; all other Pipeline Inspection and Einstein Deal Insights capabilities remain fully operational.

Enablement Analytics: Extended Leadership Access

Sales leaders can now access Enablement analytics directly, enabling data-driven strategy development without admin intervention. This enhanced access empowers leadership with real-time performance insights.

What’s New

• Direct access to Enablement reports
• Dashboard viewing permissions
• Program-specific analytics
• Custom filter application
• Performance trend analysis

Access Process

Reports:

1. Navigate to Reports page
2. Select release-specific folder
3. Choose desired report

Dashboards:

1. Access Dashboards page
2. Select release-specific folder
3. View preferred dashboard
4. Apply program filters

Requirements

• Manage Enablement Analytics permission
• Lightning Experience platform

This update removes administrative barriers while maintaining secure access to critical performance data.

Quota Planning: Enhanced Adjustment Capabilities

Optimize quota planning with new features that account for representative experience levels and seasonal business patterns. This update enables more precise quota setting through customizable ramp-up periods and seasonal adjustments.

Key Features

• Rep ramp-up time integration
• Tenure-based adjustments
• Seasonal pattern recognition
• Direct publishing to Pipeline Forecasting

Configuration Steps

1. Access Sales Planning
2. Open sales plan
3. Navigate to Settings
4. Define:
   • Seasonal adjustments
   • Ramp profiles

Customization Options

• Segment-specific adjustments
• Tenure-based modifications
• Seasonal pattern integration
• Territory-specific planning

Access Control

Full sales plan access required for:

• Ramp-up value adjustments
• Seasonality modifications
• Segment customization

This enhancement ensures more realistic quota setting by incorporating key business and personnel factors.

Quota Planning: Enhanced Adjustment Capabilities

Optimize quota planning with new features that account for representative experience levels and seasonal business patterns.

This update enables more precise quota setting through customizable ramp-up periods and seasonal adjustments.

Key Features

• Rep ramp-up time integration
• Tenure-based adjustments
• Seasonal pattern recognition
• Direct publishing to Pipeline Forecasting

Configuration Steps

1. Access Sales Planning
2. Open sales plan
3. Navigate to Settings
4. Define:
   • Seasonal adjustments
   • Ramp profiles

Customization Options

• Segment-specific adjustments
• Tenure-based modifications
• Seasonal pattern integration
• Territory-specific planning

Access Control

Full sales plan access required for:

• Ramp-up value adjustments
• Seasonality modifications
• Segment customization

This enhancement ensures more realistic quota setting by incorporating key business and personnel factors.

Quota Plan Publishing: Territory-Based Forecast Integration

Seamlessly connect quota planning with territory-based forecasts through direct publishing capabilities. This integration ensures alignment between planned quotas and sales territories.

Prerequisites

• Active territory model
• Assigned forecast managers
• Territory-based forecast type
• Enabled quota display option

Publishing Process

1. Access Sales Planning
2. Select sales plan
3. Choose segment
4. Open quota plan
5. Click Publish

6. Select:

• Territory-based Forecast
• Forecast type
• Root territory
• Quota column

7. Review territory matches
8. Complete publishing

Important Checks

• Verify territory alignments
• Identify mismatches
• Confirm manager assignments
• Validate quota column

This feature streamlines quota implementation while maintaining territory-based organizational structure.

Sales Planning: Enhanced Navigation and Integration

Experience streamlined sales strategy development with improved navigation between planning disciplines. This update provides contextual segment visibility while maintaining workflow continuity.

What’s New

• Integrated segment context
• Seamless discipline switching
• Unified planning interface
• Simplified dataset creation

Navigation Path

1. Open Sales Planning
2. Select segment
3. Click New Dataset
4. Follow segment-based prompts

Settings Access

Combined access to:

• Sales Planning Settings

• Territory Planning Settings Via app launcher search

This enhancement delivers a more intuitive planning experience while maintaining comprehensive strategy development capabilities.

Einstein Automated Contacts: Retirement Notice

Einstein Automated Contacts will be discontinued in February 2025. Users are encouraged to transition to Automatic Contact Creation in Einstein Activity Capture for enhanced contact management capabilities.

Features Being Discontinued

• Contact suggestions
• Opportunity contact role suggestions
• Einstein Contact Suggestions menu
• Added by Einstein list view
• Related functionality

Recommended Alternative

Automatic Contact Creation in Einstein Activity Capture offers:

• Comprehensive contact profiles
• Enhanced automation features
• Improved contact management

Action Required

Plan migration to Automatic Contact Creation before February 2025 to ensure uninterrupted contact management capabilities.

Salesforce Spring ’25 Release Updates for Marketing

Email Send Reporting: Enhanced Error Visibility

Gain deeper insights into email delivery failures with expanded reporting capabilities and detailed troubleshooting information through Account Engagement Optimizer.

Enhanced Reporting

• Detailed failure reasons
• Invalid address identification
• Banned email tracking
• Configuration issue alerts

Failure Details Include

• Prospect name
• Company information
• Specific failure reason
• Related send details

Access Points

• Account Engagement Optimizer
• Failed Email Sends table
• Configuration issue links
• Detailed error reports

This update provides greater visibility into email delivery challenges while facilitating faster problem resolution.

Account Engagement: Multilingual Content Generation

Expand your content creation capabilities with AI-powered multilingual support in Content Creation for Account Engagement. Einstein now assists with content generation across multiple languages.

Key Features

• AI-driven content generation
• Multiple language support
• Cross-format capabilities
• Einstein-powered creation

Supported Languages

• French
• German
• Japanese
• Portuguese (Brazil)
• Spanish

Supported Content Types

• Forms
• Landing pages
• Email subject lines
• Email body content

This enhancement enables efficient multilingual content creation while maintaining engagement quality across markets.

Experience Cloud: Biometric Authentication Integration

Streamline mobile access with the new Biometric Login Button component, enabling face and fingerprint authentication for Experience Cloud apps. This feature provides secure, one-tap login functionality with retry options for failed or dismissed attempts.

Implementation Steps

• Configure User Opt-In Biometric Login in connected app attributes
• Add Biometric Login Button via Experience Builder
• Set button properties on login screen

Requirements

• Active community license
• User Opt-In Biometric Login configuration
• Mobile Publisher for Aura/LWR sites

This enhancement simplifies user authentication while maintaining security standards across Experience Cloud mobile applications.

Important Note: Feature exclusively supports Experience Cloud apps with configured User Opt-In Biometric Login.

Salesforce Spring ’25 Release Updates for Nonprofits

Fundraising Automation: Source Code Generation

Automate fundraising campaign tracking with systematic source code generation. This feature streamlines large-scale campaign management while ensuring consistent code creation.

Access Requirements

Nonprofit Cloud:

• FundraisingAccess permission set

Education Cloud:

• Enable Fundraising
• Create/assign permission sets

Setup Process

1. Navigate to Fundraising in Setup
2. Select Outreach Source Codes
3. Enable code generation
4. Configure format settings

This enhancement eliminates manual code creation while maintaining tracking accuracy across fundraising initiatives.

Important Note: Available for both Nonprofit and Education Cloud implementations.

Fundraising Summaries: Enhanced Layout Customization

An IdeaExchange-inspired update enables administrators to customize summary object layouts, providing improved information visibility and organization.

Access Control

Nonprofit Cloud:

• FundraisingAccess permission set

Education Cloud Users:

1. Enable Fundraising feature
2. Create permission sets
3. Assign user access

This enhancement gives administrators greater control over summary data presentation while maintaining consistent access management across platforms.

Important Note: Available for both Nonprofit and Education Cloud environments.

Donor Analytics: Soft Credit Rollup Tracking

Gain comprehensive donor influence insights through soft credit rollup functionality. This feature enables precise tracking of gift influencers and contribution patterns.

Key Benefits

• Complete donor impact visibility
• Influence tracking
• Contribution monitoring
• Streamlined gift analysis

Access Requirements

Nonprofit Cloud:

• FundraisingAccess permission set

Education Cloud:

1. Enable Fundraising
2. Create permission sets
3. Assign user access

This enhancement provides deeper understanding of donor relationships and their overall impact on organizational fundraising.

Fundraising Analytics: Automated Rollup Updates

Maintain current rollup calculations while preserving custom configurations through automated Data Processing Engine (DPE) updates. This feature eliminates manual definition cloning requirements.

Key Improvements

• Automatic update reception
• Custom setting retention
• Simplified maintenance
• DPE definition preservation

Access Control

Nonprofit Cloud:

• FundraisingAccess permission set

Education Cloud:

1. Enable Fundraising
2. Configure permissions
3. Assign user access

This enhancement streamlines analytical processes while protecting organizational customizations.

Donor Management: Enhanced Gift Data Customization

Transform gift tracking with custom field mapping capabilities—an IdeaExchange-inspired feature that enables detailed donor preference and gift purpose documentation.

Key Features

• Custom field mapping
• Communication preference tracking
• Gift purpose documentation
• Flexible data capture

Implementation Steps

1. Access Fundraising in Setup
2. Select Gift Entry
3. Configure Field Mapping

Availability

Access Requirements

Nonprofit Cloud:

• FundraisingAccess permission set

Education Cloud:

1. Enable Fundraising
2. Create permission sets
3. Assign access

This enhancement provides deeper donor insights while maintaining organized gift documentation.

Grant Management: Bulk Review Assignment

Optimize grant review workflows with bulk assignment capabilities—an IdeaExchange-inspired enhancement that integrates with Stage Management for streamlined processing.

Key Benefits

• Mass review assignments
• Related record sharing
• Process automation
• Stage integration

Process Improvements

• Reduced manual effort
• Enhanced consistency
• Simplified compliance
• Improved efficiency

Key Features

• Flow-based assignments
• Multi-application handling
• Integrated record sharing
• Stage Management sync

This enhancement accelerates grant review processes while maintaining administrative control and compliance standards.

Funding Disbursements: Enhanced Access Control

Refine disbursement visibility with customizable sharing settings—an IdeaExchange-inspired feature offering flexible access management for internal and external users.

Access Levels

• Private
• Public Read Only
• Public Read-Write

Control Options

• Internal access settings
• External visibility rules
• Custom sharing rules
• Default permissions

This enhancement provides granular control over disbursement data while maintaining security standards and user-specific access requirements.

Important Note: Applies to both internal and external disbursement management.

SF Spring ’25 Release Updates for CRM Analytics

Data Cloud Integration: Unified Dashboard Data Access

Access unified data across all dashboards with seamless Data Cloud server connectivity. The Data Cloud One companion org feature enables centralized data management, treating distributed data sources as a local Data Cloud instance.

Key Benefits

• Single source of truth across dashboards
• Unified access to shared data spaces
• Seamless integration with Data Cloud servers

Implementation Steps

1. Open Dashboard Designer
2. Select Create Query
3. Choose Salesforce Data Cloud for data source and space selection

This enhancement streamlines data accessibility and ensures consistency across your analytics environment.

Report Charts: Dynamic Sorting Synchronization

Report charts now automatically align with data table sorting, ensuring visual consistency across your reports. When you reorder data fields, chart visualizations update to reflect the new sequence.

What’s New

• Synchronized chart-to-table data alignment
• Real-time visual updates following sort operations

Activation Steps

1. Locate Chart Properties icon
2. Enable “Sort Report Charts” option

This enhancement improves data interpretation by maintaining consistency between tabular and visual representations of your reports.

Dashboard Tooltips: Enhanced Color Customization

Elevate dashboard aesthetics and accessibility with new tooltip color customization options. Match your corporate branding or enhance data visibility by personalizing tooltip elements.

Customizable Elements

• Background color
• Label color
• Value color

Configuration Steps

1. Access Dashboard Designer
2. Click Dashboard properties
3. Navigate to Theme tab
4. Adjust colors in Tooltip Style section

This feature enhances visual consistency while improving dashboard accessibility and user experience.

Salesforce Spring ’25 Release Updates for Salesforce Flows

Flow Screen Components: Real-Time Validation Update

Experience instant validation feedback on flow screen components with immediate error detection when focus changes. This enhancement improves user experience by providing immediate input validation rather than delayed notifications.

What’s New

• Instant validation checks
• Focus-based error display
• Immediate user feedback
• Component-level validation

Validation Triggers

• Focus change between components
• Input value modifications
• Domain-specific checks
• Format verification

Example Scenario

Email component validation:

• User enters email address
• Clicks different component
• Instant domain validation
• Immediate error notification

This update streamlines the user experience by providing instant feedback on input accuracy.

Flow Screen Progress Indicators: Built-In Visual Guidance

Enhance user navigation in screen flows with native progress indicators, eliminating the need for custom code. Users can easily track their position and remaining steps through intuitive visual guides.

New Features

• Built-in progress tracking
• Customizable indicator styles
• Flexible positioning options
• Automatic stage tracking

Display Options

Placement:

• Top of screen
• Footer location

Styles:

• Simple indicator
• Path-style (top-only)

Implementation Steps

Create stage resources:

• Define labels
• Set order
• Configure default activity

Configure screens:

• Assign stage resources
• Set stage field
• Or use assignment elements

Enable visualization:

1. Open flow version properties
2. Select “Show a progress indicator“
3. Choose indicator type

Automatic Functions

• Updates $Flow.CurrentStage
• Manages $Flow.ActiveStages
• Tracks progression
• Displays current position

This enhancement simplifies flow navigation while providing users with clear progression visibility.

Flow Screen Stages: Simplified Assignment Process

Streamline stage management in screen flows with direct stage assignments through the screen properties editor. This enhancement eliminates the need for manual assignment elements while maintaining automatic stage tracking.

What’s New

• Direct stage assignment
• Automated variable updates
• Simplified configuration
• Integrated progress tracking

Configuration Process

Stage Resource Setup:

• Create stage resources
• Define labels
• Set order
• Configure default status

Screen Assignment:

• Access Screen properties
• Locate Stage field
• Select stage resource

Automatic Updates

System handles:

• $Flow.CurrentStage updates
• $Flow.ActiveStages management
• Progress indicator synchronization

Visual Feedback

Users see:

• Current stage position
• Progress through flow
• Remaining stages

This update simplifies stage management while maintaining comprehensive progress visibility for users.

Einstein Flow Builder: AI-Powered Automation

Accelerate flow development with Einstein’s generative AI capabilities, now generally available with enhanced accuracy and improved performance. Convert natural language instructions into functional flows automatically.

Key Enhancements

• Improved flow accuracy
• Faster generation times
• Enhanced feedback system
• Integrated guidance

Best Practices Before Activation:

• Verify flow accuracy
• Conduct debug testing
• Perform safety checks
• Review automation logic

Implementation Steps:

1. Enable Einstein generative AI in Setup
2. Activate Flow Creation with Einstein
3. Access via Automation Lightning app

Creation Workflow

1. Click “Get Started“
2. Choose input method:
   • Write custom instructions
   • Use sample templates
3. Review generated flow
4. Test for accuracy and safety
5. Optimization Features

Feedback options:

• Thumbs up/down ratings
• Instruction refinement
• New flow generation

This GA release streamlines flow creation while maintaining control over automation quality and safety.

Einstein Formula Builder: AI-Assisted Calculations (GA)

Simplify flow formula creation with Einstein’s generative AI capabilities. Convert natural language descriptions into functional formulas while maintaining control over accuracy and safety.

Key Features

• Natural language formula generation
• Automated function selection
• Operator implementation
• Resource integration

Setup Requirements

1. Enable Einstein generative AI
2. Access Process Automation Settings
3. Activate Einstein formula creation

Before activation:

• Test formula accuracy
• Verify calculations
• Review syntax structure
• Validate results

Creation Process

1. Open Formula resource/builder
2. Access Einstein section
3. Click Einstein button
4. Describe desired formula
5. Use resource menu for variables
6. Generate formula
7. Verify syntax

Important Note

• Feature limited to Flow Formula Builder
• Results require verification
• Testing essential before deployment

This enhancement streamlines formula creation while emphasizing the importance of validation and testing.

Flow Builder: Email Attachment Capability

Expand Flow Builder’s email functionality with new attachment support in Send Email actions. Share files and documents directly through flow-generated emails with streamlined attachment handling.

New Features

File attachment support

• Multiple attachment capability
• 35 MB total email size limit
• Various file type compatibility

Implementation Steps

1. Open Flow Builder
2. Select Send Email action
3. Enable Attachment ID field
4. Add file ID(s):

Single ID entry

Comma-separated list for multiple files

Supported File Types

• Documents
• Content Versions
• Attachments
• Important Notes

API Changes:

• Switches to General Email Limit
• Moves from Daily Workflow Email Limit
• Affects daily send quotas

Size Limitations

• 35 MB maximum per email
• Includes all attachments
• Counts message content

This enhancement expands email communication capabilities while maintaining system performance considerations.

Flow Get Records: Enhanced Performance Control

Optimize flow performance with new record retrieval limits in the Get Records element. This feature helps prevent timeout issues and governor limit violations when working with large datasets.

What’s New

• Customizable record limits
• Controlled data retrieval
• Performance optimization
• Governor limit management

Key Benefits

• Improved flow performance
• Reduced timeout risks
• Better resource management
• Controlled data processing

Implementation Steps

• Add Get Records element
• Select “All Records, up to a specified limit“
• Define maximum record count
• Configure retrieval criteria

Best Practice: Set Appropriate Limits Based On:

• Dataset size
• Performance requirements
• System resources
• Flow complexity

This enhancement provides greater control over data retrieval while maintaining flow efficiency.

Flow Debugging: Enhanced Element-Level Insights

Experience streamlined flow troubleshooting with improved debugging capabilities that provide immediate element-level execution summaries. This update offers clearer visibility into flow execution details.

What’s New

• Element-level summaries
• Real-time execution insights
• Quick status overview
• Detailed operation counts

Usage Steps

• Access supported flow
• Initiate Debug mode
• Configure debug options
• Set input variables
• Execute flow
• Review Debug Details

This enhancement simplifies flow debugging by providing immediate visibility into element execution outcomes.

Important Note: Available for supported flow types only.

Have Unlimited Paused and Waiting Flows

The per-organization usage limit for paused and waiting flow interviews has been removed, providing greater flexibility in flow management. Storage capacity now serves as the primary constraint.

Key Changes

• Removed per-org interview limits
• Storage-based restrictions only
• Flexible interview management
• Scalable implementation

Limitations now based on:

• Available org storage
• Storage allocation
• System resources

This update provides enhanced flexibility while maintaining system performance through storage-based management.

Automation Monitor: Centralized Flow Interview Management

Access comprehensive flow interview monitoring through the new Monitor tab in Automation Lightning app. This centralized dashboard provides unified visibility into failed and paused flow interviews.

Key Features

• Consolidated interview monitoring
• Failure analysis tools
• Resume capabilities
• Debug functionality

Access Points

Monitor tab shows:

• Failed interviews
• Paused interviews
• Failure details
• Interview status

Management Options

To see failed Interviews:

1. View details
2. Click “Open” to debug
3. Access error information

To see paused Interviews:

1. Review status
2. Click “Resume” to continue
3. Monitor progress

Important Note: Monitor tab appears automatically when Automation Lightning app access is enabled.

Flow Redirection Security: Important Update

Enhance flow security with stricter URL redirection validation, launching Spring ’25. This update implements additional safeguards for screen flow completion redirects.

What’s New

• Enhanced URL validation
• Stricter security measures
• Trusted URL requirements
• Error handling implementation

New Security Features of Flow Redirection:

• Block non-compliant URLs
• Validate redirect requests
• Enforce trusted URL list
• Show error messages for invalid redirects

Implementation Steps

1. Access Release Updates in Setup
2. Locate Flow Redirection update
3. Review documentation
4. Test implementation
5. Configure trusted URLs
6. Activate security measures

Error Handling

Invalid redirects result in:

• Error message display
• Blocked redirection
• User notification

This security enhancement requires review and preparation before Spring ’25 enforcement.

Approval Process Update: Group Assignment Capability

Streamline approval workflows with new queue and public group assignment options. This enhancement enables broader approval distribution while maintaining process integrity.

What’s New

• Queue-based assignments
• Public group allocation
• Shared email notifications
• First-response processing

Key Benefits

• Improved workflow continuity
• Distributed responsibility
• Quick response enablement
• Clear process management

Assignment Options

Available for:

• Public groups (Regular type)
• Queues (Queue type)

Approval Notifications: Enhanced Communication Options

Configure comprehensive notification settings for approval processes, ensuring all participants stay informed of approval status and assignments.

Key Functions

• Automatic notification on assignment
• Default emails for reassignments
• Custom message configuration
• Selective distribution control

Notification Options

• Submission status updates
• Approval work item alerts
• Delegate notifications
• Reassignment communications

Customization Features

• Custom email content
• Record detail inclusion
• Selective notification
• Communication control

Recipient Groups

Notifications available for:

• Submitters
• Approvers
• Delegates
• Reassigned approvers

Control Settings

They provide options to:

• Enable/disable submitter emails
• Manage approver notifications
• Configure delegate alerts
• Customize message content

This enhancement provides flexible communication management throughout the approval process.

Approval Response Options: Email Reply Feature

Streamline approval processes with flexible response options, enabling approvers to act via email replies or screen flows.

Key Features

• Multiple response channels
• Delegate authorization
• Email-based decisions
• Flow-based approvals

Response Methods

Email Reply:

• Reply to notification
• Direct approval/rejection
• Delegate participation

Screen Flow:

• Interactive approval process
• Detailed review options
• System-guided workflow

This enhancement provides convenient approval options while maintaining process integrity.

Important Note: Both methods deliver equivalent approval capabilities

Final Words

The Spring ’25 release demonstrates Salesforce’s unwavering commitment to innovation and user-centric development.

As these features roll out, organizations have the opportunity to reimagine their processes and leverage these powerful tools to drive meaningful business outcomes.

Start exploring these features today and position your organization for success in the evolving digital landscape. For detailed implementation guides and best practices, visit Salesforce Help documentation or contact our team and we’ll help you with implementing and optimizing new features.

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