The latest Salesforce release is here, bringing with it a wave of new features designed to improve workflows, enhance automation and refine sales and service experiences. While we may be heading into the cooler months in the Southern Hemisphere, these updates are heating things up across the Salesforce ecosystem!
If you’d like to explore the full details, you can find the Salesforce Summer ’25 release notes here.
KEY DATES FOR SUMMER '25
Now, let’s take a closer look at the updates shaping the future of Salesforce.
Agentforce for Sales: Your AI-Powered Sales Partner
Scaling your sales team just got simpler. Agentforce for Sales allows businesses to interact with contacts and person accounts seamlessly, engage with prospects in multiple languages and automate opportunity field updates, helping teams work faster and more effectively. By leveraging AI-powered automation, sales teams can test agent output with Agentforce SDR, ensuring optimal engagement strategies before full deployment. These efficiencies free up more time for strategic sales efforts while maintaining high-quality interactions.
Sales Fundamentals: Keep Your LinkedIn Leads Flowing
LinkedIn Lead Forms users must take action to ensure continuous syncing as LinkedIn phases out its legacy Ads Lead Sync APIs. Originally planned for Winter ’25, enforcement has now been delayed to Summer ’25, allowing businesses additional time to make adjustments. Without this update, LinkedIn leads will stop syncing entirely, which could impact campaign performance. Salesforce has provided a clear process to disconnect, reconfigure and reconnect accounts to keep lead generation smooth and uninterrupted.
Salesforce Forecasting: Streamlined Setup with Automation
The new Forecasting data kit simplifies forecasting workflows by automatically creating essential data lake and model objects, removing the need for manual setup in Data Cloud. This improvement means companies can integrate forecasting data without needing to configure objects individually, saving valuable time and reducing the chances of errors during setup. With automated data import processes, teams can focus on refining forecasting strategies rather than managing data infrastructure.
Einstein Conversation Insights: Smarter Coaching & Automated Recaps
Einstein Conversation Insights now supports uploading external recordings, helping sales teams identify key coaching moments while new automation tools simplify record updates and meeting recaps. This feature enhances visibility into sales interactions, offering insights into pricing discussions, customer objections and key deal negotiations. Additionally, teams can use the Get Conversation Transcript invocable action within flows to automate summaries and ensure conversation insights are efficiently incorporated into workflows
AI Agents for Service Cloud: Faster Case Resolution & Smarter Routing
Enhancements to Agentforce Service Agent improve case resolution workflows and optimise messaging channel interactions, helping service teams work more efficiently while delivering faster support. New capabilities within Agentforce Employee Service enable employees to complete common business tasks more quickly, reducing manual workloads. Meanwhile, improved case resolution guidance through Service Assistant ensures service reps have the necessary insights to close cases efficiently and accurately.
Customer Experience Intelligence: Deeper Customer Satisfaction Insights
With normalised CSAT scores and rich-text case comments, businesses gain a more comprehensive view of customer satisfaction across multiple touchpoints, ensuring a well-rounded understanding of feedback. CSAT scoring adjustments provide better standardisation across survey channels, making it easier to track and compare customer sentiment over time. Additionally, the rich-text case comments allow more detailed feedback capture, improving the accuracy of service evaluations and enhancing customer communication.
Salesforce Flow: Retrieve Related Records More Efficiently (Beta)
Managing flows just got easier! With a single query retrieval method, users can now pull related records more efficiently in Flow Builder, reducing complexity and improving performance. Previously, multiple Get Records elements were needed to retrieve related objects, adding unnecessary steps to flow automation. Now, this streamlined approach supports screen flows, autolaunched flows and template-triggered prompt flows, making it easier to design sophisticated business processes.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Pro Suite, Professional, Enterprise, Performance, Unlimited, Developer, and all Einstein 1 editions.
Note:This feature is a pilot or beta service that is subject to the Beta Services Terms at Agreements – Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer’s sole discretion.
Why: For example, you use a single Get Records element to retrieve an account and all of its account team members. Then, use the Loop element to send each team member a message.
How: To get related records, select an object like Account in the Get Records element, and select Also add related records (beta). Then, add child objects like contacts and opportunities, linking them to the Account object.
Screen Flow Updates: Enhanced Features for a More Intuitive Experience
New customisation options improve usability with automatically-triggered screen actions, advanced file uploads, real-time previews, and the engaging Visual Picker component, making screen flows more dynamic. The latest enhancements also enable choice resources to include icons, improving the clarity of decision points within flows. Additionally, users can customise screen component widths and record fields, ensuring better alignment with specific business processes and branding guidelines.
Flow Actions: More Control Over Approvals & Communication
New enhancements refine Flow approval processes, allowing dynamic actions, while updates to the Send Email action bring more flexibility to automated messaging workflows. Flow users can now trigger approval processes via actions, enabling a more intuitive approach to managing approvals within automated workflows. Improvements to email functionality allow for creating and sending emails within flows, reducing the need for manual email steps and increasing efficiency in automated communications.
Marketing Cloud Account Engagement
Get More Out of Your Engagement Data: A Smarter Way to Segment Audiences
Enhance your personalisation strategy with custom URL engagement data from Data Cloud. This powerful feature allows marketers to track customer interactions beyond standard demographic data, making segmentation more precise and insightful. Businesses can now include custom URL activities in audience-building efforts, improving campaign targeting. Additionally, the number of dynamic lists per business unit has increased from 25 to 100, providing greater flexibility for managing engaged audiences.
Where: This change applies to Salesforce Enterprise and Unlimited editions with Marketing Cloud Account Engagement Growth or Advanced edition.
Reach More Prospects with WhatsApp: Expand Your Marketing Channels
Seamlessly integrate WhatsApp into your Account Engagement workflows to connect with prospects on one of the world’s most widely used messaging platforms. With this feature, businesses can link a WhatsApp business account to Salesforce, making it possible to leverage WhatsApp marketing channels through Marketing Cloud. This expansion opens new opportunities for real-time, conversational marketing, allowing brands to engage prospects in a more direct and personalised way.
Where: This change applies to Salesforce Enterprise and Unlimited editions with Marketing Cloud Account Engagement Growth, Advanced edition.
Quickly Pinpoint Failed Email Sends: Smarter Issue Tracking for Campaigns
Managing email performance is now more streamlined with the new Failed Email Sends report. This report provides detailed failure reasons such as missing content, invalid email addresses, or sender domain issues, ensuring marketers can quickly identify and resolve email delivery problems. Additionally, failure alerts are now integrated into the Optimiser, making it easier to monitor business unit health and maintain successful email outreach strategies.
Where: This change applies to Marketing Cloud Account Engagement Growth, Plus, Advanced, and Premium editions.
The Salesforce Summer ’25 release delivers impactful enhancements across sales, service, and automation, bringing efficiency, smarter AI-powered workflows and deeper insights. At SalesFix, we’re excited to explore these updates and help businesses leverage them effectively.
If you have any questions in relation to our top Summer ’25 Release notes feel free to CONTACT US.
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