Spring 25 Release Webinar

Slide deck from Credera's Spring '25 Salesforce release webinar, presented by Keir Bowden, Salesforce CTO.

Transcript

1. Salesforce Spring 25 Release 1
2. Agenda Spring ‘25 Release • Fond Farewells • General • Agentforce • Analytics • Customization • Development • Experience Cloud • Marketing • Mobile • Sales Cloud • Service Cloud • Beta Q&A 2 Keir Bowden, Salesforce CTO @bob_buzzard www.linkedin.com/in/keirbowden
3. Fond Farewells 3
4. 4 Fond Farewells Taking a permanent vacation Lightning Adoption applications – Jan 10th 2025 • Lightning Experience Transition Assistant • Lightning Experience Configuration Converter • Lightning Experience Readiness Check Einstein Automated Contacts – Feb ’25 • Use Einstein Activity Capture - Automatic Contact Creation Pipeline Inspection Close Date Predictions – Spring ‘25 • Use Einstein Opportunity Scoring Standard-Volume Platform Events – Summer ’25 Classic Knowledge – Summer ’25 • Run the Lightning Knowledge migration tool
5. 5 Fond Farewells Taking a permanent vacation Legacy Chat – retired Summer ’24, removed in Feb 2026 • Migrate to Messaging for In-App and Web enhanced bots Enhanced Email Experience – support ends Winter ‘25, retires Summer ’25 • Use the Classic Email Builder Salesforce for Outlook – December 2027 • Switch to Outlook integration and Einstein Activity Capture
6. General 6
7. 7 General Supported Browsers Edge Chromium Chrome Firefox Safari Lightning Experience (Desktop) Lightning Experience (iPadOS) Experience Builder Sites Classic Classic Console
8. 8 Track Platform Login license overages • See users exceeding custom object allowance (10) Upcoming restriction on Salesforce Cookie use • Test custom functionality that relies on Salesforce session cookie • Enable “Require first-party use of Salesforce Cookies” in My Domain settings • ”Salesforce plans to enforce that setting in a future release • See bit.ly/40iqcvh Cloudfront is replacing Akamai as the CDN partner • All orgs migrated automatically Suggested actions in Setup General General
9. 9 Customise explicit filters in Search Manager • Address specific objects and profiles • Available since December 2024 Updated UI for Advanced Lookup Search • Lists possible matches under the search bar • Click column titles to change sort order • Create a record from the Lookup input field • Available on a rolling basis General Einstein Search
10. 10 Free for Enterprise and above Landing Pages and Forms • Address specific objects and profiles • Requires permissions and setup Agentforce • Configurable Service Agent • Prompt Builder • 1,000 conversations Data Cloud, Commerce Cloud and more - see bit.ly/4fGH9DV General Salesforce Foundations
11. 11 Change Einstein Activity Capture Permissions for Sales Engagement Basic Users Enable LWC stacked modals Enable ICU Locale Formats Enforce View Roles and Role Hierarchy Permission When Editing Public List View Visibility Enhance Flexibility and Reusability in Prompt Flows Review and Update Settings to Capture Leads from LinkedIn Update API Requests to Use Your MyDomain Login URL Use an Apex-Defined Variable for All Intelligence Signal Types Verify your return email address for sender verification General Enforced Release Updates – Spring 25
12. 12 Enable a Modernized Record Experience in Aura Sites Enable Secure Roles Behavior and Update Sharing Group References in Sandboxes Evaluate Criteria Based on Original Record Values in Process Builder Run the Lightning Knowledge Migration Tool Salesforce Platform API Versions 21.0 Through 30.0 Retirement Sort Apex Batch Action Results by Request Order Update Your Trusted URLs for the Latest CSP Directives Verify SAML Integrations General Enforced Release Updates – Summer 25
13. Agentforce 13
14. 14 Agentforce Digital Wallet
15. 15 Agentforce Digital Wallet
16. 16 Copilot is now Agentforce Agent Versions • Create and test new version • Leave existing version active • Create up to 20 versions of a single agent Agent for Setup • Troubleshoot user access issues • Create Report Types • Find answers in Help documentation • “This feature isn’t part of the initial Spring ‘25 release and may be included at a later date” Agentforce Agentforce
17. Analytics 17
18. 18 Analytics Lightning Reports and Dashboards
19. 19 Lightning Report chart matches report sort order • Updates when you change sort Data Cloud filter on aggregate values Data Cloud min/max aggregates for Dates Analytics Reports and Dashboards
20. 20 Analytics Unified Analytics
21. 21 Version control for dashboard component changes Analytics CRM Analytics Unify data across dashboards • Data Cloud One
22. 22 Customizable tooltip colours Analytics CRM Analytics More colour contrast in stacked bar/donut charts
23. Customisation 23
24. 24 Enhanced Role List View • View, sort and filter roles • Edit inline • Setup -> User Management Settings : enable Enhanced Role List Enhanced Permission Sets List View Improved standard/custom object performance • Render with LWC • Applied on a rolling basis Customisation List Views
25. 25 Sort list views by multiple columns • Up to 5 • Saved until you modify or clear it • Only applies to your user • Cannot save as default Customisation List Views 1 2
26. 26 Sort related lists by multiple columns • Up to 5 • Saved until you modify or clear it • Only applies to your user • Cannot save as default Customisation Related Lists 1 2
27. 27 Manage Permission Set Groups Customisation Permission Sets Summary
28. 28 Remove User/Custom Permissions Customisation Permission Sets Summary
29. 29 View All Fields • New permission • Automatically gain access to new fields View All permission renamed • View All Records Modify All permission renamed • Modify All Records Customisation Permissions
30. 30 Activities custom field limit • Increased from 100 to 300 • If fewer than 400 million activities Public Groups Access Summary • View sharing rules and list views for all granted object access • View queues that are part of the group Get notified when sharing rule includes external users • Popup when saving sharing rule Reset password link supports multiple clicks • Extra step in reset process • Link is valid for 24 hours, or until user clicks ‘Reset Password’ • Setup-> Identity Verification -> Display a confirmation page during password reset Customisation Other
31. Development 31
32. 32 Custom components must specify API version • Possible to save without API version prior to Winter 24 • “Behind the scenes the component was compiled with an internal API version” Lighting Web Security tightened iframe restrictions • Explicit src attribute applies cross-origin restrictions • Regardless of source Single Lightning Component Security Guide • Locker and LWS • bit.ly/422roE9 Local Dev is GA for Lightning Apps Development Lightning Web Components
33. 33 Compress/Extract Zip files in Apex GA - bobbuzz.me.uk/ZipApexGA Evaluate Dynamic Formulas in Apex GA - bobbuzz.me.uk/FormulasInApex Concurent Long-Running Apex Requests Limit now based on licenses • 100 licenses = 1 long-running request • Minimum is 10 • Maximum is 50 Pause and resume scheduled jobs in Apex Master-Detail Reparenting Restrictions Enforced • Prior to API 63.0, possible to reparent event if not configured Apex no longer supports JSON serialisation of exceptions • Didn’t work before! Development Apex
34. 34 Metadata API will error if overwhelmed • readMetadata() and retrieve() requests • New orgs created in Winter ’25 and later Use My Domain URL rather than Instance URLs​ (Release Update) • E.g. https://buzzard.my.salesforce.com rather than https://ap2.salesforce.com • Uses correct instance even after org migration/instance refresh​ • Instance URL Service decommissioning • 1st April 2025 for Sandbox • 14th June 2025 for Production Development API
35. 35 Use Einstein to generate Data Mask custom libraries • Describe the type of values you want • Create and save custom library, then click Create with Einstein Run Data Mask when Sandbox refreshed • Run on Refresh option See grace allocation for daily event delivery • Requires add-on license for additional platform/change events Development Other
36. 36 Visual progress indicator Development Flow Builder
37. 37 Access versions from builder Keyboard Shortcuts • Undo (Win: Ctrl+Z, Mac: Cmd+Z) • Redo (Win: Ctrl+Y, Mac: Cmd+Y) • Save As (Win: Shift+Ctrl+S, Mac: Shift+Cmd+S) Send emails with attachments • Provide ID of file in Send Email action • Max size 35Mb Additional Data Cloud type support • Email, URL, Phone, Percent, Boolean, Currency • Use for entry conditions, send data to Data Cloud, Get Records filter conditions Development Flow Builder
38. 38 Development Flow Creation with Einstein GA
39. 39 Development Summarize Flow with Einstein
40. 40 Development Create Flow Formulas with Einstein
41. 41 Development Flow Builder - Transform Element
42. 42 Development Flow Builder – Limit Get Records results
43. 43 Clear reactive data table if source collection isn’t set • Previously retained last populated output Input component validation when user changes focus • Previously when navigating to next screen or finishing flow Subflow variables no longer inherit from parent flow variables with same API name Unlimited paused and waiting flows • Consumes storage • May be limited if storage fills up Change set support for Data Cloud triggered flows Development Flow Other
44. 44 Monitor failed/paused flows from automation app Development Flow Other
45. Einstein 45
46. 46 Improve Bot conversations with Disambiguation GA • Cross Lingual Intent Model • Suggests most probable dialogs to customer • If customer selects one, use this to improve intent model • Previously moved straight to Confused dialog Recognise intent from first message • Requires Enhanced Bot with Cross Lingual Intent Model • Enable Use First Message Intent Recognition with this bot setting • Previously only standard Bots Use Salesforce records in Bot Conversations GA • Use Object Search action • Up to 3 records Einstein Bots
47. Experience Cloud 47
48. 48 Upgrade to Enhanced LWR Sites GA (Release Update, enforced in Spring ‘26) • Platform combines CMS and LWR Sites • Expression based visibility and variations • Component-specific style tab • Site content search • Data Cloud integration • Enhanced CMS workspaces Update URL of LWR Site • Older site base URL ends in /s • Can now remove this • Required to migrate to Enhanced LWR Site Experience Cloud LWR Sites
49. 49 File Upload Lightning web component setting • Upload files from an LWR/enhanced LWR site to Salesforce • Previously Aura sites only Shared Domain Certificates no longer supported • All CDN domains require single domain certificate Manage External Users (Limited) permission • User manages external users they have read/write access to • Replaces Manage External Users, which applied to all external users Experience Cloud Other
50. Marketing 50
51. 51 Enable Marketing Cloud Optimizer page • Curated resources • Pre-requisites Automate Account Engagement Data Stream Creation in Data Cloud • CRM Data data bundle • Includes Landing Page, List Email and Marketing Form data streams + object mappings Copy Assets to CMS via API • Email, File, Form and Lamding Page objects • Requires V5 of the Account Engagement API Copy Additional Asset Types to CMS • Existing Landing Pages • Include Inline CSS when copying a Form Marketing Marketing Cloud Account Engagement (FKA Pardot)
52. 52 Improved email send issue detail • List Email reporting includes dditional reasons for failure – e.g. invalid/banned addresses • Account Engagement Optimizer shows configuration issue when email fails to send • Includes prospect’s name, company, failure reason and more Additional generative AI content language support • French, German, Japanese, Portuguese (Brazil) and Spanish Marketing Marketing Cloud Account Engagement (FKA Pardot)
53. 53 Release takes place: 21st Feb 2025 – 14th March 2025 Salesforce Webinar • In-depth look at new features • Follow : bit.ly/4fOydN0 Marketing Marketing Cloud Engagement (FKA Marketing Cloud)
54. 54 WhatsApp • WhatsApp campaign option, including Flow with Send WhatsApp Message element • Flow elements for 2-way conversation • WhatsApp message builder, including audio, video and document files • Communication subscription support and default preference page for WhatsApp • Marketing Performance dashboards Agentforce • Create campaign content for emails and landing pages • Campaign Brief prompt in Prompt Builder • Generate name, key message, audience description, and detailed campaign goals Marketing Marketing Cloud (FKA Marketing Cloud Growth)
55. 55 Reusable Personalization Settings • Clone a personalization point • Clone from current or another email • Link components in one email to single personalization point Reusable Personalization Expressions • Filter/sort criteria to select data attribute • Save as expression in Salesforce CMS Enhanced Audience Tools • New Prospect object • Apply scoring rules to accounts • Create and preview segments from a campaign Marketing Marketing Cloud (FKA Marketing Cloud Growth)
56. 56 Embed forms on external sites • Requires configuration in Salesforce and external site External web tracking connector • Add tracking snippet to site • Pull information into Reports/Dashboards Opportunity Influence • Automatically attribute revenue to campaigns • First or Last Touch attribution models Marketing Calendar • Unified view of all planned/active campaigns and segment flows • Add new events direct from calendar Marketing Marketing Cloud (FKA Marketing Cloud Growth)
57. 57 Content processing status • Landing Page, Form, Content Type • Can’t make changes while status is Processing Default Brand for content • Used by all Emails, Landing Pages and Forms Form Branding • Respects default brand • Inherits Landing Page brand • Retains own brand in external sites User Interface Enhancements • Undo/Restore for Emails • Add or move sections in Emails/Landing Pages • Adjust section layouts more easily Marketing Marketing Cloud (FKA Marketing Cloud Growth)
58. Mobile 58
59. 59 Send attachments in messaging • Agent Console -> Agent Actions Launcher • Camera icon – open photo library, choose file or take photo • Then send to user Assign briefcases to mobile users by Profile • Previously only users/groups Mobile Mobile
60. Sales Cloud 60
61. 61 Easier tracking of progress towards Account Plan Objectives Sales Cloud Accounts
62. 62 Sales Action Plans Sales Cloud Accounts
63. 63 Collaborative Forecasts is now Pipeline Forecasting Manager judgments on Opportunity Splits • Doesn’t include Opportunity Product Splits Sales Cloud Forecasting
64. 64 Plan accurate quotes • Reflect ramp up time for new reps • Consider tenure of experienced reps Publish plans to territory-based forecasts • Requires active territory model with forecast managers Plan territories with full segment context Sales Cloud Sales Planning
65. Service Cloud 65
66. 66 Flag Supervisors to assist Service Agents • Add the Raise Flag action to the AI agent Agentforce Service Agent is now ASA Messaging in Digital Wallet Pass visitor search context to the Agent • Turn on Share search queries with Agentforce Service Agent in Experience Workspaces -> AI Experiences Service Cloud Agentforce
67. 67 Supervisors can monitor conversations • Enhanced Messaging and Messaging forIn-App and Web sessions • Via Omni-supervisor Service Cloud Agentforce
68. 68 Service Cloud Agentforce Service Planner
69. 69 Update Omni-Channel User Configuration action • Add/remove queue/skill assignments • Change skill levels for users Route work to Service Agent in Omni-Channel Flow Service Cloud Agentforce
70. 70 Refine Draft with Einstein emails • Free-form instructions • Modify generated emails • Insert generated content into email templates Omni-Channel Flow for Email-to-Case is now synchronous Lightning Editor for Email-to-Case composer GA (Release Update) • Modern, HTML5 editor • Full screen, printing, undo/redo buttons, format painting, emojis, resizeable, responsive toolbar • Release update – no scheduled enforcement date Service Cloud Email
71. 71 Warn users if session approaching inactive timeout Blur file preview thumbnails Create a fallback message for service downtime Increased file type support for In-App and Web • .xml, .xls, .xlsx, .csv, .doc, .txt Start a messaging session from Contact/Lead/Account record • Mobile and desktop Date/DateTime support in Secure Forms Service Cloud Messaging
72. 72 Improved Lightning Article editor Open ingested article links from 3rd party sources in Salesforce Asynchronous Einstein Knowledge Article Creation (requires Einstein for Service) • Reps no longer wait for the article • Receive in-app notification, email Einstein Knowledge Edits (requires Einstein for Service) • Revise fields for grammar/readability Service Cloud Knowledge
73. 73 Transfer work items with Omni-Channel • Previously Voice and Messaging • Assign to Queue, Service Rep, AI Agent, Skill, Omni-Channel Flow • Requires Enhanced Omni-Channel Actions from more Flow types • Check Availability for Routing/Add Screen Pop flow actions • Available in all Salesforce Flow types • Previously just Omni-Channel Flows Omni-Channel Sidebar • New/Updated work items • View/Change status Service Cloud Routing
74. Beta 74
75. 75 Beta SLDS2
76. 76 Refresh individual dashboard widgets • Setup -> Reports and Dashboards Settings -> Let users refresh individual widgets for dashboards (Beta) Designate single email to send report subscription notifications • Previously sent as the scheduling user • Reduce risk of spoofing • Setup -> Reports and Dashboards Settings -> Enable Org Wide Email Adress for Report Subscription (Beta) Beta Lightning Reports and Dashboards
77. 77 Run autolaunched flow when input value changes • Previously required click on Action Button Beta Automatically Triggered Flow Screen Actions
78. Release Readiness 78 • Release home : • Trailhead badge : sforce.co/412ZyHe • Release notes : sforce.co/40QJ7gI
79. Questions 79