Salesforce Spring Release 25′, Our Top SalesFix Picks

Salesforce Spring Release 25′, Our Top SalesFix Picks

Spring has sprung in the Salesforce ecosystem, bringing with it the Spring ’25 release packed full of exciting updates and enhancements. Although it’s autumn here in the Southern Hemisphere, these updates are relevant no matter what season you’re in. Here are our top picks from the Spring ’25 release that are sure to elevate your Salesforce experience and help your business blossom.

If you would like to explore more yourself, you can find the full Salesforce Spring ‘25 release notes here.

KEY DATES FOR SPRING '25

Let’s dive into these fresh, trailblazing enhancements that are set to bloom in the Salesforce ecosystem:

Enhanced Account Management: Elevate Your Goals

The new account management functionality is a game-changer. Salesforce now allows you to set specific, measurable goals, making it easier to identify upsell and cross-sell opportunities. With detailed metrics on tasks and events, managing accounts has never been more seamless.

Conversation Mining: Einstein to the Rescue

Einstein Conversation Mining now supports voice analysis, harnessing the power of AI to provide valuable insights. This update allows for seamless integration and comprehensive analysis of voice data.

Where: This change applies to Lightning Experience in Performance, Unlimited, and Developer editions.

How: Go to Einstein Conversation Mining in Setup. When you create a report, select Enhanced Conversations for the channel. Then, select from the list of contact center channel types.

Data Masking: Disguising Sensitive Data

Protect sensitive data effortlessly with the new Data Mask feature. Every time you create or refresh a sandbox, Einstein generates values for fields, masking sensitive information using custom data mask libraries.

Visual Progress Indicators: Navigating Flows with Ease

Navigate screen flows with ease using the new visual progress indicators. This update allows users to see how many stages are in a flow and move between them effortlessly.

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Professional, Enterprise, Performance, Unlimited, and Developer editions. It’s supported only in Lightning runtime for flows. Built-in progress indicators are enabled by default for flows created in Spring ’25 and later. For flows that were created in Winter ’25 or earlier, the built-in progress indicators must be manually enabled. Built-in progress indicators aren’t supported in Field Service Mobile or Salesforce Scheduler flows. The progress indicator settings are ignored when the flow is implemented in an Actions & Recommendations component because the component already displays the stages.

How: Progress indicators use stage variables to determine what stage the user is on. When a screen loads, $Flow.CurrentStage is automatically updated to the stage that’s associated with the screen, and the stage is added to the end of $Flow.ActiveStages if it isn’t an active stage already. Create stage resources and define the stage label, order, and whether the stage is active by default or not. Then, select the stage resource under the Stage field of the Screen element, or assign the stage resources manually by using assignment elements.

Note: Progress indicators show only active stages. To show all stages when the flow starts, set all stage resources to Active by default.

Finally, to show a visual progress indicator, open the flow version properties. Then, select Show a progress indicator on screen elements and then select the progress indicator type.

The user sees their progress on the page at run time.

Get Records Limits: Optimising Performance

Improve flow performance by setting a limit on the number of records retrieved in queries. Ensure your flows are optimised by setting a maximum record limit within the 50k governor limit.

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To set a limit on the number of records that the Get Records element retrieves, first add a Get Records element to your flow. Then, under How Many Records to Store, select All Records, up to a specified limit (1). Enter the maximum number of records to store (2). The Get Records element retrieves all the records that meet the criteria up to the specified limit.

Emails and Attachments in Flow Builder: Sending with Ease

The Send Email action now supports attachments to emails that are being sent from your Flows, making it easier to include necessary documents in your communications. Define the File Id(s) stored in Salesforce before sending emails.

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: In Flow Builder, in the element menu, search for and select Send Email. When you set input values, turn on the Attachment ID field, and then add the ID of the attachment. The ID can be of a Document, Content Version, or Attachment items. If you want to add more attachment IDs, enter them as a comma-delimited list.

Note: Using attachments in the Send Email action changes the API called by the action, which changes the daily email send limit to the General Email Limit instead of the Daily Workflow Email Limit.

Documenting Your Flows: AI-Powered Assistance

Salesforce’s AI enhancements include a new tool to document your Flows. This feature generates detailed descriptions of your Flows, saving time and ensuring your Flows are thoroughly documented.

Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. To purchase the Einstein for Sales, Einstein for Service, or Einstein Platform add-on, contact your Salesforce account executive.

How: Turn on Einstein generative AI in Setup. Next, from Setup, in the Quick Find Box, enter Flow Creation with Einstein, and activate it. To summarize a flow, open it in Flow Builder. In the Einstein panel, click Summarize Flow. The Einstein panel is open by default. If you don’t see it, click Einstein.

After you generate the summary, you can shorten or lengthen it (1). The standard summary provides a high-level overview and includes the objects that were modified in the flow. The shorter version summarizes the flow in one or two sentences.

You can then add the summary to the flow description (2). If your flow has an existing description, you can update the description. Updating the description replaces the existing description with the flow summary.

Creating Flow Formulas: AI-Assisted Efficiency

Einstein generative AI also assists in creating formulas for your Flows. This can be particularly helpful if you don’t have all your formulas up-to-date. Einstein generates formulas based on your Flow requirements, streamlining the process and reducing manual effort.

Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Einstein for Sales, Einstein for Service, or Einstein for Platform add-on. To purchase Einstein for Sales, Einstein for Platform, or Einstein for Service add-ons, contact your Salesforce account executive.

How: Turn on Einstein generative AI in Setup. Then, in Setup, find and select Process Automation Settings, and enable formulas created by Einstein.

To create formulas with Einstein, open a Formula resource or an element with Formula Builder. Open the Einstein section and click the Einstein button (1). Describe the formula you want Einstein to create (2). When adding resources to your formula description, use the resource menu (3) to select them instead of manually writing them in. Click Create (4).

After Einstein creates the formula (5), check its syntax to make sure it’s set up correctly (6) and test your formula for accuracy and safety before activating the flow.

Building Flows with AI: Mixed Results

While the AI-powered tool for building Flows shows promise, it currently has limitations. It handles basic requests well but struggles with more complex Flow designs. It may take a few minutes to create a Flow, which still requires manual adjustments to add fault paths, error messaging and full component support. Despite these challenges, this feature is worth keeping an eye on as it continues to evolve and improve.

Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. To purchase the Einstein for Sales, Einstein for Service, or Einstein Platform add-on, contact your Salesforce account executive.

Important: Flow creation with Einstein consumes Einstein Requests credits. Einstein Requests is a usage metric for generative AI. The use of generative AI capabilities, in either a production or sandbox environment, consumes Einstein Requests. To learn more, see Einstein Usage.

How: Turn on Einstein generative AI in Setup. Next, from Setup, in the Quick Find Box, enter Flow Creation with Einstein, and activate it. Create a flow by using the Automation Lightning app. In the Let Einstein Build your Automation section, click Get Started.

Write instructions from scratch (1), or get started with sample instructions (2).

After your draft flow opens in Flow Builder, check the flow for accuracy and safety. Also, before activating, be sure to debug and test the flow.

To get more accurate results from Einstein, share your feedback in the Einstein panel by clicking thumbs up or thumbs down (1). If the flow doesn’t meet your needs, edit the instructions or start over (2) in a new window.

Marketing Cloud Account Engagement

Enhanced Email Send Visibility: Gaining Deeper Insights

Get a better understanding of your email sending issues with this release. List email reporting includes more reasons for prospect email send failures, such as invalid or banned email addresses. And when an email fails to send, the configuration issue now appears in the Account Engagement Optimizer. The issue description links to the Failed Email Sends table, which lists the emails that failed with the prospect’s name, company, failure reason, and other related details.

Where: This change applies to Account Engagement Growth, Plus, Advanced, and Premium editions.

Automate Account Engagement Data Stream Creation in Data Cloud: Time-Saving Innovations

This release is a time saver and available across all editions of Marketing Cloud Account Engagement. Automatically create data streams in Data Cloud with the Account Engagement CRM Data data bundle. Previously, you had to create the landing page, list email, and marketing form data streams manually and individually map the fields of each object. The new data bundle includes all three streams and their field mappings.

Streamlined Content Creation: Efficiency at Its Best

For more consistent and efficient content creation, you can now copy existing landing pages to a Salesforce CMS workspace for use in new marketing campaigns. You can also copy inline CSS when copying a form to a CMS workspace.

Where: This change applies to Account Engagement Growth, Plus, Advanced, and Premium editions.

The Salesforce Spring ’25 release is packed with powerful tools and enhancements designed to optimise your business processes and drive productivity. From AI-driven insights to enhanced user experience features, these updates are set to transform the way you use Salesforce. As always, staying updated with the latest features will help you get the most out of your Salesforce investment. Explore these new features, integrate them into your workflows and watch your productivity bloom.

If you have any questions in relation to our top Spring ’25 Release notes feel free to CONTACT US.

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