Winter '25 Release Webinar

Slide deck from the Winter '25 Salesforce release webinar, presented by Keir Bowden (aka Bob Buzzard), Salesforce CTO @ Credera.

Transcript

1. © 2023 Credera Enterprises Company, LLC. All rights reserved. Salesforce Winter 25 Release October 2024
2. 2 Agenda • Agentforce • Winter'25 Release • Fond Farewells • General • Analytics • Customization • Development • Experience Cloud • Marketing • Mobile • Sales Cloud • Service Cloud • Beta • Q&A Keir Bowden, Salesforce CTO @bob_buzzard www.linkedin.com/in/keirbowden
4. 4 Agentforce Autonomous Agent ▪ Sales Development Rep ▪ Service Agent ▪ Fulfils a role/job ▪ Entry level ▪ Sales/Service Agentforce GA October 25th 2024 AI Assistant ▪ Replacing Copilot ▪ Learn, reason and take action Copilot Topics available now Agentforce keynote : bit.ly/3Br3WW5 sforce.co/4elwWgz
5. 5 Fond Farewells
6. 6 Exiting Stage Left Marketing Consent Component – this release Streaming API versions 23.0-36.0 – Winter ‘25 Salesforce Functions – Jan 31, 2025 Einstein Automated Contacts – Feb 2025 Close Date Predictions – Spring ’25 Embedded Appointment Management & Embedded Flows – June 17, 2025 API versions 21.0-30.0 - Summer ’25 Standard-Volume platform events – Summer ’25 Legacy Chat – Feb 14, 2026 Salesforce for Outlook – December 2027, rescheduled from June 2024
7. 7 General
8. 8 Browser Support Edge Chromium Chrome Firefox Safari Lightning Experience (Desktop) Lightning Experience (iPadOS) Experience Builder Sites Classic Classic Console
9. 9 General Salesforce Platform Login License ▪ Login-based licensing for internal users ▪ Pay per daily unique login ▪ Perfect for infrequent/occasional access Einstein Search Query Limit ▪ Per user, 5 minute interval ▪ 3,000 queries or 200,000 CPU milliseconds ▪ Error message if limit exceeded New setup domain ▪ Lightning Experience and Classic, all editions ▪ Applied on a rolling basis since Spring ‘24 ▪ Add *.salesforce-setup.com to allow lists
10. 10 Enforced Release Updates This release: ▪ Create and verify default no-reply org-wide email address to send email ▪ Disable access to session IDs in flow ▪ Enable EmailSimple invocable action to respect org-wide profile settings ▪ Enable partial save for invocable actions ▪ Make Flows Respect Access Modifiers for Legacy Apex Actions ▪ Prevent Guest user from edit/delete approval requests ▪ Run Flows in Bot User context ▪ Run Flows in User context via REST API ▪ Turn on lightning article editor and article personalization for knowledge ▪ Review and update settings to capture Leads from LinkedIn
11. 11 Enforced Release Updates Next release: ▪ Adopt updated content security policy (CSP) directives ▪ Enable ICU Locale formats ▪ Verify return email address for sender verification ▪ Enable LWC stacked modals ▪ Enable secure redirection for Flows ▪ Enforce permissions requirements defined on built-in Apex classes used as inputs ▪ Enforce rollbacks for Apex action exceptions in REST API ▪ Enforce View Roles and Role Hierarchy permission when editing public list view visibility ▪ Migrate to a multiple-configuration SAML framework ▪ Sort Apex batch action results by request order
12. 12 Analytics
13. 13 Einstein Report Formula Generation
14. 14 CRM Analytics Download directly from Dashboard Widget Action Menus Mark downloaded images/data as confidential Additional query filter operators
15. 15 CRM Analytics Manage actions menus on repeater widget Control tooltip visibility on link widgets Header formatting and column sorting on table widgets Number widget enhancements
16. 16 CRM Analytics Launch flow on dashboard interaction ▪ Screen or autolaunched flows ▪ Passes dynamic values to screen flows ▪ Only available for the text widget
17. 17 Customization
18. 18 User Access Summary
19. 19 User Access Summary
20. 20 Object Access
21. 21 Enhanced User List View View, sort, filter user records Inline editing
22. 22 Customization - Other List views now use Lightning Web Components ▪ Previously only custom list views in sandboxes ▪ Improved performance ▪ Latest technology
23. 23 Lightning App Builder – Configure Record Highlights Drag Dynamic Highlights Panel onto page Add up to 12 fields Supports visibility rules Customize the actions Supported for all LWC-enabled objects Must be enabled for mobile
24. 24 Lightning App Builder – Conditionally Formatted Fields
25. 25 Sharing Public Group Description field Multiple picklist values in record criteria ▪ Restriction Rules ▪ Scoping Rules (Not available in Enterprise Edition) Manage members from Public Group Summary
26. 26 Development
27. 27 Agentforce for Developers Free suite of tools to speed up development process Multi-turn chat with Dev Assistant ▪ Code generation ▪ Code explanations ▪ Test case creation ▪ Apexdoc code comments ▪ Autocomplete suggestions Enabled in all Salesforce orgs Runs in VS Code and Code Builder Part of Salesforce extensions Read more at : sforce.co/4gEZYsW
28. 28 Lightning Web Components Component level versioning ▪ Update to API 62.0 for Winter ‘25 features Manage styles with class object binding ▪ Bind to array or object for multiple classes Access parent element of component in callback ▪ this.hostElement property Access components style information ▪ this.style property ▪ Can mutate style
29. 29 Lightning Web Components Max LWC JavaScript file now 1Mb (1,000,000 bytes) ▪ Was 128Kb (131,072 bytes) Lightning Web Security rollout remains postponed ▪ Recommended to try it if you can Disable LWS distortions in debug mode New distortions ▪ DataTransfer.moz* (Firefox) ▪ Document.prototype.parseHTMLUnsafe ▪ Element.prototype.setHTMLUnsafe ▪ See sforce.co/3BunSai
30. 30 Visualforce Visualforce Pages served on force.com or site domain ▪ Update hardcoded references to salesforce.com domain ▪ Part of 3rd party cookie blocking
31. 31 Apex Free tier event monitoring ▪ Track unhandled exceptions in Apex code ▪ Apex Unexpected Exception event type ▪ Includes @AuraEnabled, @RestResource and @InvocableAction methods Updated SOQL error messages ▪ Code that parses errors may fail ▪ bit.ly/4duEHAe Cannot modify Set while iterating ▪ Modifying elements in for/foreach throws exception ▪ Previously allowed (sometimes!)
32. 32 API Use My Domain URL rather than Instance URLs ▪ E.g. https://buzzard.my.salesforce.com rather than https://ap2.salesforce.com ▪ Uses correct instance even after org migration/instance refresh ▪ Redirections will cease working October 12, 2024 Faster metadata API deployment cancellations
33. 33 Sandboxes Data Mask ▪ Define your own masking library ▪ Streamlined setup/administration of data mask jobs ▪ Requires latest version of managed package Provide Sandbox access via Public Group ▪ Developer/Developer Pro only ▪ Sandboxes created via Setup UI ▪ Spring ‘25 for Sandboxes created via Tooling API - also requires API 60.0
34. 34 Flow Builder Errors and warnings pane Tips
35. 35 Flow Builder Action Button GA ▪ Button to launch screen flow ▪ Use results in same screen
36. 36 Flow Builder Use repeater component to update existing record collections ▪ Multiple output collections – Added, All, Prepopulated, Removed ▪ Configure if users can add new or remove existing Disable additional components at runtime ▪ Action Button, Dependent Picklist, Lookup, Phone, Slider ▪ Set component’s Disabled attribute Multi-select Choice Lookup Component ▪ Up to 25 selections ▪ Configurable
37. 37 Flow Builder Custom components show labels/API names ▪ Differentiate between multiple instances Launch Prompt Subflow from Prompt Flow Update records from Create Records component ▪ Match on field value Target primitives with Transform element
38. 38 Flow Builder Email Action ▪ Max recipient addresses 150, previously 50 ▪ Add CC and BCC recipients
39. 39 Flow Other Scheduled Flow limit in debug details Debug Template-Triggered Prompt Flows Enforce sharing rules when Apex launches a flow ▪ API 62.0 ▪ (Apex class needs with sharing)
40. 40 Flow Orchestration View Orchestrations in Automation Lightning App ▪ View orchestration run stages, steps and log items ▪ Manage in-progress, suspended or failed orchestration runs Step management ▪ Copy/Paste steps into any stage ▪ Drag step to rearrange – doesn’t affect order, just display Customize Flow Work Orchestration component per record page ▪ Title ▪ Default sort order for work items ▪ Visibility of run name, orchestration stage/step name ▪ Hide for users with no work items
41. 41 Security Forced login is permanently disabled ▪ Aka username + password in URL query Revoke individual JWT access tokens ▪ Previously had to revoke everything TLS 1.3 support for outbound HTTPS callouts New Hyperforce orgs use Salesforce Edge Network ▪ Starts October 4th 2024 ▪ Can opt out – contact support
42. 42 Einstein Platform
43. 43 September 24 Features Analytics : Lightning Report Formula Generation Marketing: Einstein Copilot - Create Briefs and Campaigns Sales: Einstein Coach Sales: Einstein Activity Capture Sales: Einstein Automated Contacts Service: Einstein Article Recommendations Service: Einstein Conversation Mining Service: Einstein Work Summaries
44. 44 Bots Strict recognition ▪ Reduce time Bot spends on unclear messages ▪ Directs to Confused dialog ▪ Configure via Bot Overview -> Settings -> Intent Enhancements New messaging components for enhanced bots ▪ Authentication: Verify customer identity ▪ Custom: Embed external app ▪ Form: Send form to customer ▪ Payment: Process payment with Apple Pay Enhanced bots recognize intent of first message ▪ Previously required standard bots
45. 45 Experience Cloud
46. 46 Aura and LWR Sites Improved Styling (LWR) ▪ Specify styles for more elements in Theme panel, including buttons and headings ▪ Anchor header to top of page ▪ Customize colour palette for a Columns component Customize Account/Contact URLs to improve SEO (LWR) Enhanced CMS content support (Aura) ▪ News, Image, Document and custom content types
47. 47 Components Highly customizable Navigation Menu component (LWR) ▪ Navigation Bar for desktop ▪ Mobile Navigation for mobile ▪ Adjust colours, borders spacing, text styles, accent line ▪ Menu items: External URL, Menu Label, Salesforce Object, Site Page Site Logo available on all site pages (LWR) ▪ Previously login only Enable/Disable modernized record experience (Aura) ▪ Create Record Form, Record Banner, Record Detail ▪ Built on Lightning Web Components ▪ Previously Sandbox only ▪ Control via Use lightning web components on your record pages in Aura sites
48. 48 Performance Use your enhanced domain to serve CDN in Sandbox ▪ No need to create a custom domain ▪ Use *.sandbox.my.site.com URL ▪ Utilises Cloudflare Update references to *.force.com site URLs ▪ No longer redirected in non-production orgs ▪ Aura, LWR and Visualforce sites Mobile publisher is GA for Experience Cloud Lightning Web Runtime
49. 49 Marketing
50. 50 Marketing Cloud Account Engagement Duplicate Prospect Tool in Optimizer ▪ Find and merge duplicate prospect records Copy forms and emails to a Salesforce CMS workspace ▪ New file types also supported .pdf, .mp4, .zip and more Open system email links in lightning app ▪ Previously pardot.com Pause or cancel permanent prospect deletions ▪ Use Table Action Manager
51. 51 Marketing Cloud Engagement Release takes place : October 4th – October 25th Salesforce webinar ▪ Overview of new features ▪ Follow sforce.co/3NcivPT
52. 52 Marketing Cloud Growth Update data kits to get the latest updates More relevant messaging: ▪ Personalize emails with dynamic content ▪ Event based campaigns ▪ Use event data to personalize content Content enhancements: ▪ Share content across workspaces ▪ Skip alt text for images marked as decorative
53. 53 Marketing Cloud Growth – Einstein AI Brand Identity
54. 54 Marketing Cloud Growth Other Preference page for SMS messaging ▪ People can opt in/out of subscriptions ▪ Add link via Preference Manager merge field Lead/Contact scoring rules ▪ Multiple conditions ▪ Group conditions for single object ▪ Combine condition groups and single conditions Track activity across sites
55. 55 Mobile
56. 56 Mobile Open hyperlinks in advanced reports Force sync button ▪ Restart failed sync Messaging GA ▪ All enhanced messaging channels ▪ Messaging for in-app and web Send any kind of messaging component supported by channel ▪ Previously messages or voice notes Transfer messaging session
57. 57 Sales Cloud
58. 58 Account Plans
59. 59 Forecast Submissions
60. 60 Collaborative Forecasts Manager Judgments ▪ Roll up of all descendants, previously one level ▪ Available in reports and dashboards Forecast with opportunity splits by territory Forecast charts renamed ▪ Forecast Changes -> Weekly Changes ▪ Historical Trends -> Monthly Trends / Quarterly Trends (depending on forecast periods)
61. 61 Other Seller Home available as Home Page for any standard or custom app Assign opportunity splits to territories ▪ Previously could only be associated with parent Opportunity territory ▪ Teams can forecast on splits amounts across territories Reports To field on Person Accounts Review and update settings to capture leads from LinkedIn
62. 62 Service Cloud
63. 63 Generative AI Conversation mining ▪ Third party messaging apps support in reports - WhatsApp, Facebook Messenger, Apple Messages for Business Customise Work Summaries in Copilot GA ▪ Add your own formatting rules or restrictions to Prompt Template Draft personalized emails with Einstein ▪ Grounded with case data ▪ Standard or custom prompt template
64. 64 Email Move emails to relevant case ▪ Let Agents Move Emails in Email-to-Case settings New Lightning Email Threading Behaviour ▪ Disables thread id ▪ Matches on token in subject/body ▪ Falls back on metadata ▪ Release update Transition to Lighting Editor for Email Composers in Email-to-Case​ ▪ Full screen mode, printing, undo/redo buttons and more​ ▪ Release update
65. 65 Messaging Unified Messaging ▪ Marketing and service interactions in one SMS channel ▪ Previously needed separate phone numbers Messaging for In-App and Web API is Generally Available Messaging in Mobile App is GA Messaging for In-App and Web in Developer Edition Activate/Deactivate Channel, Refresh Connection ▪ Previously only in Enhanced SMS
66. 66 Messaging Error messages in org’s default language ▪ Previously English only Delete messaging users without opening a support case MessagingSessionMetrics object ▪ Average end user/agent response time ▪ Maximum end user/agent response time ▪ User/agent message count (also tracked on MessagingSession object)
67. 67 Messaging Status Based Capacity Generally Available ▪ Capacity based on Status of accepted work ▪ Not open tabs/sessions Bring your own channel ▪ Previously known as Partner Messaging ▪ App exchange or build your own ▪ Track when messages are delivered and read ▪ Use custom OAuth connected app
68. 68 Knowledge Integrate Knowledge and Unified Knowledge with Data Cloud ▪ Improve Einstein for Service Generate AI features ▪ Article size up to 100Mb ▪ Access Knowledge in Data Cloud through Knowledge DMO Connect Unified Knowledge to more systems ▪ Github ▪ ServiceNow ▪ Madcap Flare Lightning Knowledge Migration Tool ▪ Migrate from Knowledge Classic ▪ Classic Knowledge retiring June 1, 2025
69. 69 Milestones Automate standard milestone actions through flow ▪ Milestone completed, nearing violation or violated ▪ Send email alerts, slack notifications, update records Track milestone time ▪ Time to Next Milestone in case list view ▪ Easily identify cases overdue, nearing completion or paused
70. 70 Beta
71. 71 Lightning Web Components Real Time Preview Edit local files and see preview in app ▪ HTML/CSS ▪ New CSS only LWCs ▪ JS edits in-service component library ▪ JS changes in component methods not affecting public API Local Dev ▪ Lightning Experience, Salesforce Mobile App, LWR Site for Experience Cloud ▪ Sandbox/Scratch Org only ▪ Salesforce CLI only ▪ Disabled by default – requires setup sforce.co/3AJXJ78
72. 72 Sort List Views by Multiple Columns
73. 73 Salesforce Archive Native archiving solution Move expired/unused records to an external, low-cost data store Visualise archived data from your Salesforce org ▪ Requires Salesforce Connect Archive Jobs ▪ Run on a schedule ▪ Configure records/files acted on Australia, France, Italy, Germany, India, United States
74. 74 Release Readiness • Release home : sforce.co/3XWKo4J • Trailhead badge : sforce.co/3zlUClI • Release notes : sforce.co/3TGkKyv
75. Thank You 75