Salesforce Spring’ 25: Get Ready for Innovations & Updates

• February 17, 2025
• shivani

Salesforce Spring’ 25 is right here—surprising Salesforce consulting firms with new features and enhancements. Businesses, too, can get their hands on new releases, thus optimizing workflows and managing configurations. If you are also interested in the most anticipated and exciting parts of the release, get it all in easily digestible and discipline-based chunks. Also, explore how the new feature helps businesses minimize disruption across verticals.

Top Updates of Salesforce Spring’ 25 for Salesforce Consultants

Here is what Salesforce consultants should be aware of while optimizing Salesforce for their clients. The enabling of these features takes the game of Salesforce to a new height.

Salesforce Platform Login License for Improved Usage Monitoring

Leveraging enhanced tracking capabilities on the System Overview Page, you can easily monitor Salesforce Platform Login License compliance. Thus, enabling administrators to find users who go beyond their custom object allocation limits.

What’s New:

• Get a detailed overview of usage data via CSV download.
• Find usernames and associated custom object creation details.
• Monitor platform login users who exceed custom object limits.

How to Run?

1. Navigate towards the System Overview.
2. Try to find “Salesforce Platform Login Users Over Custom Object Limit.”
3. Tap the adjacent number to download the usage report.

With this tool, you can easily maintain license compliance, at the same time, ensure transparent visibility into custom object usage across all departments.

Welcome Email Customization for Enhanced Branding Control

Easy creation of personalized internal user welcome emails with custom onboarding information and brand-specific elements to ensure tailored first-contact communications.

Benefits of Enabling It

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

Customization Options

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

Implementation Steps

1. Craft classic email template.
2. Insert (NewUserWelcomeEmailLink) field.
3. Run Session Settings.
4. Set and configure Welcome Email Template.

This ensures proper user verification process, and at the same time, nurture brand identity. However, for that, you must include a verification link for email verification compliance as it is compulsory.

Note: Get in touch with the Salesforce implementation companies to implement this feature.

Setting up of Enhancement for Personalized Recommendations

Upon configuring this feature, you will get customized recommendations under “Suggested for You,” tab based on your workflow preferences and organization’s product usage patterns.

What’s All New Here?

You will get setup suggestions based on:

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

What are all the Interactive Features Inside?

• Copy function to use it in future for references.
• Dismiss option for individual suggestion.
• Action buttons for quick and instant implementation

Preference Management

Move to Setup > Adoption Assistance to access and customize suggestion. Thus, ensure relevant and actionable recommendations based on business specific needs and streamline Setup experience. Consider getting in touch with one of the best Salesforce consulting companies if you want to set up this feature without any loopholes.

Email Sender Verification for Mandatory Security Update

With the start of Spring’ 35, each user can visit My Email Settings. From there, they can verify their return email addresses to ensure email sending functionalities. On top of that, they support improved email security standards for more reliable and consistent message delivery.

As the feature is not upgraded yet, here is how you can do it:

Tap Trust Status > Search Instance > Maintenance Tab

Here is what Salesforce offers under this feature:

• You can enable manual verification only through My Email Settings.
• Unauthorized email addresses can be blocked easily from sending emails.

How to verify emails?

1. Navigate My Email Settings.
2. Choose Resend Verification Email (If it is there).
3. From the email received, tap the verification link.

Note: The address may be already verified if you don’t get the resend option.

Action Required:

It would be best if you allow all your users to complete email verification before Spring’ 25 to ensure prevention against blocked emails.

Domain Configuration Update for Maps and Location Services

This functionality is essential for streamlined Google Maps integration. So, any business that wants to integrate Google Map with Salesforce can go to Network allowlists. And add *.forceusercontent.com there, it is a domain essential for all organizations that use maps and location services.

Here is what the domain supports:

• Visualforce map development
• Display of map on standard address fields.
• Autocomplete functionality

Who needs configuration for this domain:

• Proxies
• Network allowlists
• Firewalls

For uninterrupted access to mapping features, you can ensure proper domain configuration with the help of Salesforce consulting firms.

Search Manager Update to Customize Profile-Specific Filter

What if you get granular control over explicit search filters? Well, this is what is ensured by this filter. Leveraging this, you can enable precise customization based on user profiles and object types. Thus, ensuring to deliver personalized services.

Here is what’s new inside it?

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

With such options for customization, administrators can easily fine-tune search experiences for different customers. This in turn, helps them enhance search efficiency and relevance, which is directly proportionate to improved user satisfaction. Ensure to get Salesforce consulting services to get more info on this.  

Custom Report Types for Improved Management Experience

Custom report types deliver a direct response to IdeaExchange feedback in terms of flexible customization, enhanced navigation, and expanded field capacity.

Here is all you get updated within the feature:

• Easy to understand summary page layout
• Creation of personalized list
• Improved report type discovery
• Increased field capacity of up to 1,000 fields via lookup
• Streamlined object relationship management

Newest Features of Layout Editor

• Comprehensive field information
• Advanced field search functionality
• Drag and drop option for intuitive field management
• Easy to customize display names
• Integrated lookup field access

Setup Process

• Move to Setup.
• Then, click Reports and Dashboards Settings.
• You need to toggle on Enhanced Custom Report Type Setup Page.
• Just navigate Quick Find.
• Access Report Types from there.

Batch Collection Management for Hassle-Free Asset Organization

Within this feature, you can eliminate individual item addition, thus managing your collections more appropriately. Additionally, you can ensure multi-collection updates with different features that include:

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

How Can You Enable Collection?

• Move to Analytics tab or Analytics Studio
• Pick Browse or Favorites
• Select Multiple Items
• Tap Bulk Actions > Add to Collections
• Choose target collections.

With this update, you can easily reduce collection management time, thus streamlining asset organization workflows.

Quick Actions to Redirect to a Newly Created Record

Expanded toast message functionality enables you to record access after you create it. Users can easily navigate towards it by selecting either custom toast notifications or default. Here is what new you can find inside the feature:

• Unified functionality across custom and default notifications.
• Availability of both mobile and desktop platforms.
• All toast messages as navigation links to newly created records.

All these new features help simplify post-creation workflows, at the same time, providing greater flexibility in how users access their records.

Salesforce Spring’ 25 Updated Functionalities for Agentforce

Sales Coach: AI-Driven Salesforce Performance Enhancement

With the new Agentforce Sales coach, you can easily analyze sales conversations. Thus, ensuring targeted feedback using the CRM data insights. Moreover, the tool empowers sales teams with data-driven and scalable coaching, enhancing deal progression and conversation handling.

Key Features Included within this

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

Stage Specific Functionality

Qualification/Needs Analysis:

• Detailed Feedback
• Transcript Analysis
• Sales Pitch Practice

Proposal/Negotiation Stages:

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

New Agent Topics

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

Agentforce Service for Real-Time Conversation Monitoring Update

Enable supervisor oversight of AI-customer interactions with new live monitoring capabilities in Omni Supervisor. Thus, ensure improved service quality through intervention options and real-time supervision.

Key Features

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

Implementation Steps

1. Configure AI agents by enabling raise flag action and adding supervision settings.
2. Set up Omni Supervisor by tapping on AI agents tab and configuring monitoring access.

Supervisor Tools

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

Monitoring Process

• Open the AI Agents tab.
• Tap Monitor for active conversations.
• Review or evaluate Interactions
• Transfer to reps when it requires.

With such new amendments, businesses can ensure quality control and seamless escalation path for AI-customer interactions.

Agentforce Service for Context-Aware Search Integration

This feature consists of real-time search context integration using which you can optimize user support. Thus, ensuring intelligent solution suggestions based on user behaviors.

Key Functionalities

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

Key Benefits

• Improved support experience
• Real-time context awareness
• Automated answer generation
• Faster query resolution

Implementation Steps

• Go to Experience Workspaces
• Access AI experience
• Toggle on Share search queries
• Activate context sharing

Upon conducting this implementation, you can ensure intelligent and context-driven interactions, thus ensuring more efficient support.

Agentforce SDR for AI-Powered Sales Development Automation

Agentforce SDR is an AI agent that automates top-of-funnel activities. Using it, you can transform your lead qualification process, thus enabling the sales team to focus on improved interaction.

Core Functionalities

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

Required Components

• Einstein Activity Capture: Calendar/email synchronization
• Automated Actions: Cadence management
• Sales Engagement: Product outreach management
• Data Cloud: Compliance and Analytics
• Einstein Generative AI: Content generation
• Salesforce Inbox: Email Integration
• Einstein Copilot: AI action orchestration

Key Features

• Automated follow-up sequence
• Activity tracking in lead timeline
• Integration of calendar for meeting scheduling
• Customized initial outreach
• Knowledge based response generation

Procedure to Implement

• Navigate Agentforce SDR
• Enable it and complete the setup.
• Conduct feature configuration.
• Now, you need to create agent user record.
• Optimize Agent Builders parameters too.
• Also, define lead assignment rules.

With this feature, you can streamline lead qualification processes and maintain personalized engagement through AI-driven automation.

To Conclude!

With these new updates, new opportunities will drive your business growth. So, start exploring these features today with the help of the best Salesforce consultant and drive meaningful outcomes like never before.

For detailed implementation guide, contact the experts out there and optimize new features for business growth.