The Salesforce Spring ’25 release promises significant updates to improve usability, security, and operational efficiency. Understanding the changes and preparing your Salesforce org accordingly is essential to leveraging the new features and avoiding potential disruptions.
This blog outlines the key updates, their implications, and the steps you can take to prepare your organization for a smooth transition.
Preparation Steps
Before diving into the release updates, preparation is crucial. Salesforce provides sandboxes and tools to test the changes before rolling them out to production. Here’s what you should do:
- Utilize Sandboxes: Always enable updates in a sandbox environment first to identify and resolve potential issues before impacting live operations.
- Analyze Metadata: Use tools like Salesforce Inspector Reloaded, Workbench, or SFDX to locate metadata references that might be affected by the release.
- Coordinate Changes: Plan updates outside of business hours to minimize disruption to users and customers.
Key Features of the Salesforce Spring ’25 Release
Einstein Activity Capture Permissions
Users with the Sales Engagement Basic User permission set will lose access to Einstein Activity Capture unless granted the Standard Einstein Activity Capture permission set.
Preparation Steps:
- Sandbox Preparation: Use permission set list views or metadata searches to identify users affected. Assign the appropriate permissions in a sandbox environment first.
- Production Implementation: Adjust permissions in production after successful sandbox testing and confirm Einstein Activity Capture continues to function seamlessly.
Enable ICU Locale Formats
Salesforce will migrate from Oracle’s JDK Locale Formats to ICU Locale Formats, affecting the way dates, times, names, and currencies are displayed.
Preparation Steps:
- In Sandboxes: Test the ICU Locale Formats in a sandbox, especially for locales like en_CA, to identify potential issues with existing processes.
- In Production: After successful testing, enable the changes in production during off-peak hours to allow time for rollback if necessary.
Also Read – Top 10 Salesforce Winter ’25 Release Features
Enable LWC Stacked Modals
Updates to Lightning Web Components (LWC) will affect how modals (pop-ups) behave, particularly for Custom Actions using Aura or LWC components.
Preparation Steps:
- Compile a Component List: Identify custom and overridden actions impacted by the changes.
- Test Navigation Behavior: Enable the test run in a sandbox and adjust navigation behaviors as needed.
- Deploy to Production: After confirming functionality, deploy changes and inform users of any UI changes.
Enable Secure Redirection for Flows
Flows using retURL parameters will require Trusted URLs for redirection, or the redirects may fail.
Preparation Steps:
- Sandbox Preparation: Identify impacted Flows and test them with Trusted URLs enabled.
- Production Implementation: Deploy changes after sandbox testing to ensure redirection works correctly for all use cases.
Enforce Permission Requirements for Built-In Apex Classes
Flows and Process Builders using Invocable Apex Methods with built-in Apex classes as inputs will be affected.
Preparation Steps:
- Analyze Apex: Search for @InvocableMethod in metadata to locate impacted references.
- Test Apex Actions: Validate the functionality of these methods in a sandbox environment and confirm their behavior with REST API calls.
Sort Apex Batch Action Results by Request Order
Results of Apex Batch Jobs will now display in the order requests were received instead of errors appearing first.
Preparation Steps:
- Sandbox Testing: Enable the test run and monitor batch job behavior.
- Production Deployment: Implement changes after confirming consistency with expectations in a sandbox.
Enable Verification for Return Email Addresses
Salesforce will enforce verification of return email addresses before they can be used for communication.
Preparation Steps:
- User Check: Direct users to verify their email settings via Salesforce’s personal settings page.
- Sandbox and Production Testing: Ensure verification is complete across environments to prevent disruptions.
General Recommendations
- Plan Ahead: Schedule updates during off-peak hours to minimize disruption.
- Communicate Changes: Notify users about upcoming changes and provide training or documentation as needed.
- Backup Configuration: Take screenshots and backups of current settings for easy reference during troubleshooting.
End Note
The Salesforce Spring ’25 release brings exciting improvements and optimizations to enhance functionality and security. With careful planning and testing, your organization can smoothly transition and maximize the benefits of these updates.
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FAQs
1. What is the Salesforce Spring ’25 release?
The Spring ’25 release is a scheduled update from Salesforce introducing new features, enhancements, and security measures across its platform.
2. How do I prepare my Salesforce org for the release?
Start by testing updates in a sandbox environment, analyzing metadata, and coordinating production changes during non-working hours.
3. Are these updates mandatory?
Yes, most updates are enforced by Salesforce by specific deadlines, though some can be deferred temporarily.
4. What tools can I use for preparation?
Tools like Salesforce Inspector Reloaded, Workbench, and SFDX can help analyze metadata and identify impacted areas.
5. Where can I learn more about these updates?
Refer to the official Salesforce release notes and documentation for detailed guidance on each feature and update.