Salesforce’s Spring ’25 Release is just around the corner, packed with exciting features across the platform. Read on for a quick breakdown of the key updates you’ll want to know.
NOTE: As always, features in the preview release notes are subject to change!
Analytics
Unified Analytics Experience & Reports and Dashboards
- Add Assets to Collections in Bulk. Easily add multiple items (e.g. Reports, Dashboards, and CRM Analytics assets, if applicable) to a Collection at once.
- Delivered Idea: Do More with Custom Report Types (Generally Available). Originally Beta in Winter ’25, the new Custom Report Type pages allow you to manage Report Types more easily, add up to 1,000 fields via lookups and create List Views for Report Types.
- Choose Which Dashboard Widgets to Refresh (Beta). Refresh individual dashboard widgets without refreshing the entire Dashboard.
- Designate One Email Address to Send Report Subscription Notifications (Beta). Specify an organization-wide email address to send Report Subscription notifications.
CRM Analytics
- See More Colour Contrast in Donut and Stacked Bar Charts. Donut and stacked bar chart segments support improved colour contrast for up to 5 segments.
- Use Version Control When Saving Dashboard Component Changes. Easily view and restore previous versions of CRM Analytics Dashboard components without relying on the REST History API.
- Recipe Sampling and Previewing. Greater control over data sampling (representative data for local Salesforce and random) and enhanced data previewing with sorting, searching and viewing values, etc.
- Monitor Dataflow and Recipe Deletions in the Audit Trail. Salesforce setup audit trail now shows who deleted a dataflow or recipe and when.
- Give Users Read-Only Access to Recipes (Generally Available). The ‘Recipes View Only’ permission grants team members read-only access to recipes.
- Secure Salesforce External Connections with OAuth 2.0. Authenticate with external Salesforce orgs using OAuth 2.0.
- Incremental Syncs for Salesforce External Connector and Analytics External Data API (Beta). Incremental data syncing to improve performance.
Einstein
It is no surprise that there are many AI updates in the upcoming release! Here are some of the main ones which caught my attention across Automation, Einstein Bots, Field Service, Marketing, Platform, Sales and Service. NOTE: These features often have specific licensing requirements.
| Feature | Area | Brief Description |
|---|---|---|
| Get Help Creating Flow Formulas with Einstein (Generally Available) | Automation & Integration | Use Natural Language to create Flow formulas. |
| Get Help Building Flows Faster and More Accurately with Einstein (Generally Available) | Automation & Integration | Use Natural Language to generate Flows. Speed and accuracy increased since the beta release. |
| Generate a Detailed Description of a Flow with Einstein | Automation & Integration | Summarise Flow details, such as steps, variables, objects updated, with adjustable length and detail. Add to the Flow Description. |
| Create Agentforce Service Agents Easily from Your Einstein Bots (Beta) | Einstein Bots | Accelerate the transition from Einstein Bots to Agents. Generate Agent Topics and Actions based on existing Einstein Bots. |
| Use Salesforce Records in Bot Conversations (Generally Available) | Einstein Bots | Search and return up to 3 matching records based on entered data. Supports Custom Objects and a subset of Standard Objects. Field type restrictions apply. |
| Control Session Timeout for Bot Conversations (Beta) | Einstein Bots | Set timeout durations (in minutes) for bot conversations on Enhanced Messaging Channels. |
| Get Solutions Easily from Agentforce by Including Images | Field Service | Field agents can now use images in Agentforce to troubleshoot and resolve issues. Available in Android and iOS. |
| Work Smarter by Using Siri to Communicate with Agentforce | Field Service | iOS users can interact with Agentforce via Siri to complete tasks such as summarising, scheduling and retrieving knowledge. |
| Listen Safely to Pre-Work Briefs with a Tap of a Button | Field Service | iOS users can tap the 'read aloud' button to hear pre-work briefs. |
| Boost Productivity and Resource Utilization by Easily Filling Schedule Gaps with Agentforce | Field Service | Use Agentforce actions to help dispatchers fill schedule gaps, based on your business's rules. |
| Create Campaigns with Agentforce Campaign Designer (Beta) | Marketing | Use Agentforce to refine campaigns, content and multi-channel communication to create targeted messaging. |
| Build, Test, and Troubleshoot Agents More Easily with Agent Versions | Platform | Create up to 20 versions of an agent. This helps with testing, troubleshooting and recovery. |
| Say Hello to Agent for Setup, Your Sidekick for Admin Tasks | Platform | Configure Agentforce to help with admin tasks (e.g. access issues, creating reports, searching help, etc). |
| Enhance Your Sales Strategy by Researching Accounts | Sales | Use the 'Record Research' component on Accounts and Account Plans to identify company strengths, weaknesses, initiatives and KPIs. |
| Enhance Agentforce Sales Coach Responses with a Data Library | Sales | Enhance Agentforce roleplay and feedback with knowledge-based responses. |
| Identify Coachable Moments from Recorded Video Calls with Einstein Conversation Insights | Sales | Einstein Conversation Insights now supports the ability to upload eligible video call recordings (MP4) and provides transcripts and feedback. |
| Use Call Explorer in Flows | Sales | Automate post-call updates using Einstein Conversation Insight's new Flow action: Explore Conversation. |
| Manage Your Workforce More Efficiently with Agentforce | Service | OmniChannel Supervisors can now use natural language to manage queue and skill assignments via Agentforce. |
| Flag Supervisors to Help with Agentforce Service Agent Conversations | Service | Enable Agentforce Service Agents to flag conversations for Supervisors to review, reassign or lower the flag. |
| Get Case Resolution Assistance at the Click of a Button (Generally Available) | Service | Use Agentforce Service Planner for case summarisation and suggested resolution steps. |
Field Service
In addition to the Einstein related features and a number of Data Capture updates moving into General Availability, the following caught my attention:
- Gain Visibility into the Scheduling History of Service Appointments. Easily track and view changes made to a Service Appointment (service resource, duration, start and end times, etc). View these details via the Service Appointment Lifecycle LWC on the Service Appointment Lightning Record Page.
List Views and Related Lists
- Delivered Idea: Sort List Views by Multiple Columns (Generally Available). Sort up to 5 columns in List Views, either ascending or descending. Sorting is user-specific and cannot be set as a default.
- Delivered Idea: Organize Your Data with Multi-Column Sorting for Related Lists. Sort Related Lists by up to 5 columns via ‘View All’. Sorting is also user specific and cannot be set as a default.
- Simplify Related List Component Configuration. Easily distinguish between similarly named Related Lists in Lightning App Builder. API names are now displayed when configuring Dynamic and Single Related List components.
- Edit List Filters Option Is No Longer Available. The ‘Edit List View Filters’ option is removed (not available in LWC). Filters can now only be adjusted via the Filter action.
Sales
In addition to the Einstein Sales updates, these points grabbed my interest:
- Track Progress Toward Sales Account Plan Objectives More Easily. Following Winter ’25, you can automate the tracking of objectives on Account Plans. Calculate totals and progress based on related Campaigns, Cases, Contacts and Opportunities.
- Delivered Idea: Coordinate Your Sales Team’s Activities with More Transparency. Strategic Tracker allows greater visibility into Tasks and Events associated with an Account Plan objective.
Salesforce Flow
Flow Builder
- Create Responsive Screens with Automatically Triggered Screen Actions (Beta). Automatically trigger and display the results of an Autolaunched Flow in a Screen Flow based on a user’s input. No need for a separate Action button.
- Guide Users Through Screen Flows with Built-In Visual Progress Indicators. Guide users through Screen Flows with an out-of-the-box Progress Indicator. Three display options available.
- Create Flows with a New Streamlined Creation Experience. A new landing page in the Automation Lightning App to guide you through selecting the right Flow Type. No change when accessed via Setup.
- Access Flow Versions in Flow Builder. Easily view and switch between Flow versions in Flow Builder. Open versions in new tabs.
- Join Collections with the Transform Element. Combine data from multiple collections into a single collection with the Transform element.
- Send Emails with Attachments in Flow Builder. Use the ‘Send Email Action’ to send emails with files (Documents, Content Versions or Attachments). Max size of email (email + attachment): 35MB.
- Enhance Flow Performance by Controlling the Number of Records Retrieved with Get Records. Set the maximum number of records to be returned in a ‘Get Records’ element.
Flow Management
- Monitor All Failed and Paused Flow Interviews from the Automation Lightning app. Use the Automation Lightning App’s ‘Monitor’ Tab to easily view paused Flows and learn more about failures.
Flow Approval Processes
There is a short, yet interesting section for Approval Processes in the Release Notes. For context, Approval Processes share the same architecture as Workflow Rules, which alongside Process Builder, will no longer be supported from 31st of December 2025. However, there are no plans to retire Approval Processes currently.
Spring ’25 overviews some features for Flow Approval Processes. This seems to be built on Flow Orchestrations and I assume will be the heir apparent to Approval Processes in time:
- Assign Approval Steps to Groups or Queues. Assign Approval Steps in Flow Approval Processes to Users, Public Groups or Queues.
- Send Notifications to Approval Users. Notify Approvers of approval steps with custom email notifications.
- Reply to Emails to Approve or Reject Approval Work Item. Allow Approvers to approve or reject via email, as well as via the Approval Step’s Screen Flow.
Service
Beyond the Einstein features, these updates stood out to me:
- Route Work Items Through a Single System with Unified Routing for Voice (Pilot). Route voice calls alongside other channels with Omni-Channel routing.
- Empower Reps to Resolve Cases Faster with Einstein Article Recommendations for Messaging (Pilot). Provide agents real-time or on-demand article recommendations in Messaging Sessions and Voice Call records.
- Reassign Work Items from Service Channels. Use the ‘Reassign’ button to change Omni-Channel work item ownership without updating the Owner field.
- Increase Rep Productivity with Omni-Channel Sidebar. Easily change status by hovering over a collapsed sidebar. Auto-accepted and resumed work items are ordered in the sidebar.
User Management & Permissions
User setup enhancements include the Enhanced Role List View (filter, search and inline edit), additional fields supported in the Enhanced User List View and a new Enhanced List View for Permission Sets. These all use Lightning Experience for a smoother admin experience and are enabled via: Setup | Users | User Management Settings.
In addition, here are a few highlights worth noting:
- Delivered Idea: Allow Users to View All Fields for a Specified Object. Grants access to all fields and data on an object (including any fields created after) which the user has access to. The permission does NOT grant record-level access.
- The View All and Modify All Object Permissions Have New Names. ‘View All’ and ‘Modify All’ are now called ‘View All Records’ and ‘Modify All Records’.
- Delivered Idea: Manage Included Permission Sets in Permission Set Groups via Summaries. Add or remove Permission Sets from Permission Set Groups from the Permission Set Summary Page.
- Remove User and Custom Permissions in Permission Set Summaries. Remove assigned System and Custom Permissions from the Permission Set Summary Page. Further updates planned (e.g. the Permission Set Summary Page does not allow you to add permissions yet).
Other Updates
Here are some other noteworthy features and updates.
Activities
- Capture More Data with the Increased Limit of Custom Fields for Activities. The custom field limit for Activities has been increased from 100 to 300 fields. This is applicable for orgs with less than 400 million activities. Ensure you use the increase in field limit wisely!
Content Delivery Network (CDN)
- Cloudfront Is Replacing Akamai as the Lightning CDN Partner. Lightning CDN helps ensure efficient access to org-level static JavaScript and CSS assets. From Spring ’25, all orgs will use Cloudfront. Ensure ‘*.static.lightning.force.com’ is added to your firewall allowlist if internet access is restricted. Learn more about Lightning CDN here.
Development
- Develop Lightning Web Components Faster in a Real-Time Preview of Your Lightning App (Generally Available). Local Dev now supports real-time previews for Lightning Apps, removing the need to deploy and refresh pages. It remains in beta for LWE Experience Cloud sites.
- Get Notified About Bulk API V2 Query Jobs with Platform Events (Beta). The new BulkApi2JobEvent platform event delivers updates on job progress and completion.
- Pause and Resume Scheduled Jobs by Using Apex. Programmatically pause and resume Apex scheduled jobs with the new system class methods: pauseJobByName(), pauseJobById(), resumeJobByName() and resumeJobById().
- Optimize Code with ApexGuru. ApexGuru helps Unlimited Edition, Signature and Scale Test customers optimise Apex in Full Copy Sandboxes and Production. It helps identify SOQL loops, inefficient query filters, operators and more.
- Scale Your Concurrent Long-Running Apex Requests Limit Based on Number of Org Licenses. The default Concurrent long-running Apex request limit now scales with your org’s licensing. This takes into account the number of Full, Platform, App Subscription, Chatter Only, Identity and Company Community licenses only:
- <1000 licenses: 10 requests (minimum default)
- 1000-5000 licenses: 1 request per 100 licenses
- >5000 licenses: 50 requests
Hyperforce
Hyperforce, Salesforce’s public cloud architecture built on AWS continues to expand.
- Access Hyperforce Outbound IP Lists. Hyperforce IP addresses are now available in JSON format without authentication. New IPs are added 30 days before production use. If your business uses IP allowlists, it is recommended to review these every two weeks.
Identify and Access Management
- Delivered Idea: Brand the Welcome Email for Internal Users. Brand Welcome emails by specifying a Classic Email Template (i.e. apply branding, amend font and provide targeted messaging, etc).
- Use Multi-Factor Authentication for Password Reset. Internal users who are required to login via Multi-Factor Authentication (MFA) and have set this up will now be prompted to verify their identity via their MFA when resetting their password.
- Password Reset Link Stays Valid After Multiple Clicks. A new setting is available on the Identity Verification page in Setup (enabled by default). This adds an additional page in the password reset process, requiring the user to confirm they are ready to reset their password.
Marketing Cloud Account Engagement
- Get Helpful Resources for Enabling Marketing Cloud. Marketing Cloud Account Engagement has a new Optimizer page (Enable Marketing Cloud). This provides resources and checklists to help harness features such as Data Cloud, Agentforce and SMS.
- Get More Visibility into Email Send Issues. Improved visibility into the reasons for email send failures via the Account Engagement Optimizer page (e.g. list of emails which failed, prospect name, company, failure reason, etc).
Marketing Cloud Growth and Advanced
- Reach More People with WhatsApp. Configure two-way WhatsApp Conversations, including content supporting audio, video and documents, track performance metrics and manage communication preferences.
Phasing Out of Third-Party Cookies
As covered in Winter ’25, it’s crucial to prepare for upcoming third-party cookie restrictions.
- Add the New Setup Domain. If your company manages internet access via firewalls or allowlists, add *.salesforce-setup.com’ to ensure continued access to Setup.
- Prepare for Upcoming Restrictions on Salesforce Cookie Use. Enable ‘Require first-party use of Salesforce cookies’ in My Domain setup to test the impact on existing custom functionality and code.
Salesforce Connect
- Access Data Without Limits with Salesforce Connect. The 100,000 row per hour limit for creation and retrieval is removed. This will be enabled on a rolling basis throughout Spring ’25 for Hyperforce hosted orgs. It applies where the OData 4.01 adapter, GraphQL adapter or SQL adapter for Amazon Athena or Snowflake are used. No impact to callout limits.
Salesforce Foundations
Announced at Dreamforce ’24 as a free upgrade for Sales and Service Cloud customers on Enterprise Edition and above, Salesforce Foundations has two key updates in Spring ’25.
- Build Engaging Web Pages and Forms with Salesforce Foundations. Create custom web pages and forms which are integrated with the platform, allowing reporting and process automation (via Digital Experiences).
- Unlock AI Agents with Salesforce Foundations. Access limited Agentforce capabilities for Sales and Service through Salesforce Foundation licensing.
Salesforce Lightning Design System 2 (SLDS2)
- Enjoy Salesforce’s Refreshed Visual Style with Themes for SLDS 2 (Beta). As covered at Dreamforce, SLDS 2 is Salesforce’s refreshed Lightning UI, offering improved flexibility, accessibility and speed. From Spring ’25, eligible orgs can create custom themes. NOTE: some apps (e.g. CRM Analytics) and features (e.g. background colour and images) are not yet supported. Learn more here.
Release Updates
Each Salesforce release also brings crucial updates focused on performance, security and usability. The upcoming release includes several updates which will be enforced, as well as some recommended items.
| Release | Number of Changes | Areas Impacted | ||
|---|---|---|---|---|
| Spring ‘25 | 11 | Apex (Intelligence Signal Types & Ordering Batch Actions), API Requests, Einstein Activity Capture, Email (Sender Verification), ICU Locale Formats, Knowledge (Lightning Article Editor), LinkedIn, LWC Stacked Modals, Prompt Flows, Role & Role Hierarchy (permissions). | ||
| Summer ‘25 | 7 | API Version Retirement (21.0-30.0), Aura Sites, CSP Directives (Trusted URLs), Lightning Knowledge Migration Tool, Sandboxes (Default Sharing Group), Process Builder, SAML framework upgrade. | ||
| Winter ‘26 | 3 | Apex (Permissions), Maintenance Plans (Frequency and Frequency Type retirement), Flows (Restrict user access). | ||
| Spring ‘26 | 3 | Legacy Host Redirects ends, LWR Sites (upgrade to enhanced), SAML (Multi-Configuration Framework). |
Alongside the enforced items, Salesforce recommends enabling three updates:
- Transitioning to Lightning Threading for Email-to-Case
- Enabling Real-time monitoring of Agentforce Service Agents conversations
- Enabling Lightning Email Composer for Email-to-Case.
NOTE: Release Updates are subject to change. The summary above is intended to help identify areas to prioritise. Always check the Release Updates in the Release Notes or refer to Release Updates in Setup for more info.
Feature Retirements
It’s equally important to stay informed about upcoming feature retirements to ensure you have time to prepare and minimise any risk of disruption. The table below highlights some key retirements to prepare for. For additional details, refer to the Salesforce Retirement Roadmap.
Planning ahead is crucial, especially for complex orgs. In the near term, I would recommend paying particular attention to ensuring Einstein Activity Capture is using Org-Level OAuth 2.0 (if in use), transitioning to High-Volume Platform Events and ensuring you are prepared for the retirement of API Versions 21.0-30.0.
Summary
Spring ’25 is another big release, with many features to explore. As always, be sure to check out the Release Notes for further information.
If you found this post helpful, be sure to share this post and follow us on LinkedIn and X for more updates. Until next time, thanks for reading! 🐧
Bonus Penguin Fact 🐧
Emperor penguins thrive in one of the world’s harshest environments, the Antarctic. This is only possible with incredible adaptations. One such example is how male Emperor penguins care for their chicks. Male Emperor penguins often go without food for 4 months whilst incubating their egg and protecting their chick.
When the chick hatches, it requires a regular supply of food to survive. Male Emperor penguins have evolved the ability to produce ‘crop milk’, a nutrient rich substance, produced in a pouch in their throat. Full of fats, proteins and antibodies, it can literally save the chick’s life until the chick’s mother return with food from their hunt. Learn more here.
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