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The Salesforce Winter ’25 release has exciting new features and enhancements to elevate user experience and streamline operations across various Salesforce platforms. Whether you’re a Salesforce admin, developer, or sales professional, this release offers something for everyone.
Key Features and Enhancements
The Salesforce Winter ’25 release introduces several new features to improve productivity, enhance user experience, and provide deeper insights across the platform. Here are some of the standout updates:
1. Enhanced User List View
Salesforce has revamped the User List View, aligning it with the functionalities available for other Salesforce records. This update simplifies user management by allowing administrators to view, sort, and edit user records directly from the list view. The modern UI and inline editing capabilities make managing users within your Salesforce org easier.
2. Dynamic Highlights Panel
The Dynamic Highlights Panel in Lightning App Builder is a major enhancement that allows admins to dynamically display up to 12 key fields on Lightning Record Pages. This feature consolidates the configuration process, making it easier to manage and display essential information, ensuring that the most relevant data is always accessible. It’s also optimized for mobile use, allowing for customization.
3. Improved Object Access Management
Winter ’25 introduces significant improvements to object access management within the Object Manager. Administrators can now obtain a comprehensive view of who can access what, including detailed insights into object-level permissions granted through Permission Sets, Permission Set Groups, and Profiles. This enhancement improves security and control, making managing and auditing permissions across your organization easier.
4. Access Granted By Option
With the new “Access Granted By” option, administrators can quickly see how user permissions are granted, whether through Permission Sets, Permission Set Groups, or Profiles. This feature simplifies understanding and managing complex permission structures, ensuring that security configurations are transparent and easily adjustable.
5. Einstein Generative AI in Reports
Einstein Generative AI is now integrated into Lightning reports, allowing admins to easily create Summary and Row-Level Formulas. By simply describing the calculation in plain language, Einstein suggests a formula that can be directly inserted into the report. This feature speeds up report customization and helps users learn the logic behind complex calculations.
6. Service Intelligence Enhancements
Service Cloud users can look forward to new Service Intelligence features that provide real-time insights into customer service operations. Tools like Einstein Case Management (Beta) and the new “Flag to Supervisor” Flow enable service teams to monitor and improve agent performance against SLA targets, ensuring timely and efficient case resolution.
7. Account Plans for Strategic Sales Planning
Sales Cloud has been enhanced with Account Plans, a powerful tool for sales teams to manage and grow key accounts strategically. This feature allows users to create SWOT analyses, capture customer needs, set measurable objectives, and visualize key stakeholders with relationship maps, all within Salesforce. This strategic approach empowers sales leaders to drive growth and better manage their teams.
8. Salesforce Flow Enhancements
Salesforce Flow receives several updates, including new tips for building efficient flows, enhancements to the Create Records element, and a dedicated Errors and Warnings menu in Flow Builder. These updates make it easier for admins to create, troubleshoot, and manage flows, ensuring smoother automation processes.
9. Prospecting Center in Sales Cloud
The new Prospecting Center in Sales Cloud uses reliable data and AI to identify the best potential customers. By analyzing Fit, Engagement, and Intent scores, sales teams can build a better pipeline of hot deals and reach out to the right leads faster. This feature is exclusive to users with Prospecting Center enabled and is designed to help close deals more efficiently.
10. Enhanced Messaging Channels and Capabilities
Service Cloud users will benefit from expanded messaging options, including the addition of LINE Messaging, which is popular in regions like Japan. The release also introduces new features like Bring Your Own Channel (BYOC) for integrating third-party messaging platforms and enhanced messaging capabilities for the Salesforce Mobile App, ensuring a unified, continuous, and responsive customer experience across various channels.
Also Read – Salesforce Winter ’25 Release: What’s New and How To Get Ready
How to Attend the Winter ’25 Release Event in Tampa
1. Register Online
Start by registering online through Salesforce’s official event portal. Registration typically opens a few weeks before the event, so be sure to sign up early, as these events often reach capacity quickly.
2. Choose Your Sessions
Once registered, you can select the sessions and workshops that are most interesting. Salesforce events usually offer a variety of sessions tailored to different roles, such as admins, developers, and sales professionals. These sessions will provide deep insights into the new features and enhancements in the Winter ’25 release.
3. Attend Virtually or In-Person
You can attend in person or virtually depending on the event format. Confirm your travel and accommodation plans early if you plan to attend in person. For virtual attendees, ensure you have a stable internet connection to participate in live streams and interactive sessions.
4. Network with Peers
One of the key benefits of attending the release event is the opportunity to network with other Salesforce professionals. Whether in person or online, use networking opportunities to connect with peers, share experiences, and learn best practices.
5. Stay Informed
Keep an eye on your email for updates from Salesforce regarding event logistics, session schedules, and any special announcements. Following Salesforce on social media can also provide real-time updates and insights leading up to the event.
Conclusion
The Salesforce Winter ’25 release has features that promise to enhance productivity, streamline operations, and provide deeper insights across the Salesforce ecosystem. Whether you are managing user permissions, customizing reports with AI, or optimizing customer service processes, this release has something to offer for every Salesforce user.
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FAQs
1. What is the Salesforce Winter ’25 release?
The Winter ’25 release introduces new features and enhancements across Salesforce platforms to improve efficiency and user experience.
2. How can I attend the Winter ’25 Release Event in Tampa?
Register online through Salesforce’s event portal, choose your sessions, and attend in person or virtually.
3. What are some key features in the Winter ’25 release?
Key features include enhanced User List View, Dynamic Highlights Panel, Service Intelligence updates, and more.
4. When will the Winter ’25 release be fully available?
The Winter ’25 release is expected to be fully available by October 2024.
