Publish date:

• 26th May, 2025

Salesforce has three major updates each year. The Summer ’25 release will happen on May 16, 2025, and will include essential changes you must act on immediately. The release will occur over several weekends: May 10, May 17, June 7, and June 14, 2025.

You can explore the Sandbox Preview starting May 9, 2025. This lets you check if your Salesforce setup is ready for the new release and test new features with your customizations.

This guide covers hidden features and important updates in the Salesforce Summer ’25 release that may impact your account. You’ll find the latest updates for users, admins, and developers in:

• Sales Cloud

• Service Cloud

• Marketing Cloud Account Engagement

• Experience Cloud

• Nonprofit Cloud

• Agentforce & Einstein

• Flows

Salesforce Summer ’25 Release Features for Sales

General Salesforce Updates for Sales

Capture Leads from LinkedIn: Mandatory API Update

LinkedIn is ending support for old APIs, so Salesforce users who connect LinkedIn Lead Forms must update their settings by May 2025. If they don’t make this update, lead syncing will stop.

• Expert Tips: Work with your LinkedIn admin to turn on two-factor authentication when setting up the API connection. Schedule this update before May to prevent interruptions.

Salesforce for Outlook Retirement (December 2027)

Salesforce for Outlook will be retired by December 2027. Salesforce recommends that users switch to Outlook Integration and Einstein Activity Capture.

Sales Cloud Go: Now Salesforce Go

Sales Cloud Go has a new name: Salesforce Go. This change suggests it may soon be available on other Salesforce Clouds.

Email Privacy with Header-Only Sync

Admins can limit email capture to just the “header” information, which includes the sender, recipient, and date/time. In sensitive situations, the subject and body of the email will not be captured to ensure compliance and security.

• Expert Tip: Use full-activity sync to get the most AI insights, and choose header-only sync for sensitive data, like in regulated industries.

Consolidated Email Logging & Tracking

The Email Integration UI now includes tools for logging and controlling email traffic. Users must log their emails explicitly to ensure better compliance, auditability, and transparency.

• Expert Tips: Teach users how to log and track emails. Clearly outline how to use the system and what is expected for internal compliance.

Salesforce Sales Cloud Upcoming Release Updates for Admins

Dashboard Widget Refresh Control

You can now refresh individual widgets instead of entire dashboards. To enable this feature, go to the Reports and Dashboards Settings.

• Expert Tip: Turn this on so users can speed up data load times and make dashboard interactions smoother.

Quota Planning Enhancements: Freeze Columns & Security Controls

Control who can export and publish quota plans for territory-based forecasts in Pipeline Forecasting to meet your organization's security standards.

• Expert Tips: Turn on the freeze feature to help users see more clearly when managing large datasets.

Learn how to enable options to export and publish quota plans.

Salesforce Summer ‘25 Release Updates for Service Cloud

General Updates for Service Cloud

Close Cases Directly from Case Details (Delivered Idea)

Service representatives can now close cases quickly from the case details page.

This update cuts down on extra clicks and increases efficiency in managing cases.

Check how to enable The Close Case button.

Enhanced Feedback Management Surveys

Enhance survey responses with emoji ratings, visual progress bars, an increased limit of 20 attachments per survey, and a setup that supports compatible URLs.

• Expert Tip: Enable compatible URLs to ensure higher email deliverability and survey completion rates.

Service Cloud Updates for Salesforce Administrators

Notify Email-to-Case Senders about Errors

You can inform senders directly if problems are processing their emails through Email-to-Case.

• Expert Tip: Talk to each other to prevent sending duplicates.

Learn how to turn on the notifications.

Updated Single Email Send Limit

The limit for sending emails is now the same for everyone. Each user can email 250 recipients per hour, including emails sent through the Case Lightning Email Composer.

Salesforce Summer ’25 Release Updates for Admins

Enhanced List View Dropdown Accessibility

A new dropdown menu for List Views makes it easier to scroll, access recently viewed items, and search directly. This change leads to a more user-friendly and consistent experience in Salesforce.

• Expert Tip: Highlight changes to relevant user groups; communicate the new, improved experience.

Easier Custom Object Deletion Workflow

Before deleting, admins can now easily find related items to remove dependencies and prevent custom objects from being deleted.

• Expert Tips: Regularly check object dependencies using the new workflow to make metadata maintenance easier and to prevent surprises during cleanup tasks.

Set Org-Wide Sender for Report & Dashboard Subscription Emails (Generally Available)

Keep direct report and dashboard subscription emails coming from a set organization-wide address instead of the subscriber’s email. This will lessen confusion and reduce the admin workload.

Comprehensive Object Permission Modifications Across Permission Sets and Profiles.

Admins can now simultaneously update object permissions for all custom profiles and permission sets in Object Manager. This feature allows for quick and easy mass updates.

• Expert Tip: Regularly check the Access Summary in Object Manager to keep permissions under control efficiently.

Simplified Permission Set Summary Editing

You can now easily edit user, object, field, and custom permissions directly from the Permission Set Summary View. This change eliminates the need to click through multiple setup pages.

• Expert Tip: Edit summaries regularly after each deployment to reduce permission issues that occur afterward.

Streamlined Permission Set Group Management

Manage permission sets within permission set groups quickly from the summary page for faster admin adjustments.

• Expert Tips: Regularly check Permission Set Groups with this new feature to ensure permissions are allocated effectively.

Comprehensive User Access Summary

Easily manage user access by viewing Permission Sets, Groups, and Queues in one place. You can quickly search, sort, and make changes as needed.

Salesforce Summer ’25 Release Updates for Developers

TypeScript Support for Lightning Base Components

Salesforce provides official TypeScript type definitions for Lightning Base Components. These definitions help JavaScript developers ensure their code is correct and safe when using Lightning Web Components.

To use these type definitions in your component, import them at the top of your JavaScript file, which you have converted to TypeScript.

import { LightningElement } from ‘lwc’;

import ‘@salesforce/lightning-types’;

import type LightningButton from ‘lightning/button’;

export default class ComponentExample extends LightningElement {

submittable: string = ‘Submit’;

}

Dynamic Formula Evaluation with Template Syntax in Apex

Apex’s FormulaBuilder class lets you dynamically evaluate formulas using merge-field syntax with the new method parseAsTemplate(). This change makes the code easier to read and reduces database roundtrips.

ApexGuru Optimizer (for eligible editions)

ApexGuru now offers better insights and more precise recommendations for improving Apex code. It helps identify common issues like putting SOQL queries in loops, using inefficient query filters, and other costly operations.

• Expert Tips: Run ApexGuru regularly in eligible environments to identify performance and code quality issues.

Salesforce Release Features for Marketing Cloud Account Engagement

General Salesforce Release Updates for Account Engagement

WhatsApp in Marketing Campaigns

Marketers can now link WhatsApp Business to Account Engagement and message potential customers using Marketing Cloud.

• Expert Tips: Always get permission and follow the messaging rules when using WhatsApp channels.

Salesforce Next Release Updates for Salesforce Admins

Optimizer: Dismiss Non-Critical Warnings

Admins can ignore non-essential custom configuration warnings in Optimizer and concentrate on essential business issues. If needed, admins can restore warnings they previously dismissed.

• Expert Tips: Dismiss low-priority config alerts regularly to reduce distractions and focus on critical problems. Record why you dismissed the warnings so future admins can understand.

Failed Email Sends Report

A new report on failed email sends helps admins troubleshoot issues with email messages. It details failed emails, including timestamps, affected prospects, and reasons for failure, such as invalid addresses or missing content.

• Expert Tip: Set a regular schedule for reviewing the report and fixing failed email sends. It can help improve deliverability and engagement.

Salesforce Release’ 25 Features for Experience Cloud

General Release Updates for Experience Cloud

Session Timeout Notifications for LWR sites

Salesforce now alerts users logged into Lightning Web Runtime (LWR) sites five minutes before their session ends. This warning helps users save their work or log back in without interruptions.

Experience Cloud Release Updates for Salesforce Administrators

Customizable Record Lists for LWR Sites

Admins can now use the new Record List component in LWR sites. This component helps users view, search, sort, and paginate items like accounts or cases. It is customizable and works well on desktops, tablets, and mobile devices.

• Tip: Keep the number of fields in each record low to make it easier and faster to use on mobile devices.

Learn how to turn on the new Record List component in Experience Builder.

Mandatory Email Sender Verification for New Sites

Salesforce now requires you to verify sender email addresses for new Aura and LWR sites. This improves security and ensures that welcome emails are trustworthy.

• Expert Tip: Always verify sender email addresses when setting up a site to avoid delays or blocked emails.

Document the verification process as part of your site creation steps.

Check how to verify sender email addresses in Experience Builder.

Salesforce Summer’ 25 Release Features for Nonprofits

Volunteer Management for Your Volunteer Programs

Improve your volunteer management in Salesforce by finding better volunteers, assigning roles more effectively, and boosting volunteer engagement and retention. You can also use built-in reports to track and demonstrate your volunteers' impact.

• Expert Tips: Regularly check your volunteer data to improve your recruitment strategy and boost volunteer engagement. Consider providing basic training or resources for volunteer managers to help them make the most of these features.

Power Your Organization with Volunteer Coordination

Use the Volunteer Management data model in Salesforce to schedule volunteers, keep track of their hours, and make reporting on volunteer work easier. Experience Cloud helps you create a volunteer portal where volunteers can find opportunities, apply for roles, and monitor their contributions.

• Expert Tips: Create a branded volunteer portal to make it easier for users to apply. Regularly check volunteer metrics to improve scheduling and recruitment strategies to maximize the benefits for your volunteers and your organization.

Check also new objects in Volunteer Management.

Salesforce Summer ‘25 Release Features for Agentforce & Einstein

General Release Updates for Agentforce & Einstein

More Languages for Agentforce SDR

Agentforce SDR now supports French, Italian, German, Spanish, Japanese, and Portuguese. SDR agents can engage with prospects in their preferred language.

• Expert Tip: Make sure the default language for your SDR agent matches your main market segment. Test it thoroughly after changing the default language to ensure good customer interactions.

Learn how to configure default language settings.

Agentforce Deal Agent: AI for Sales Productivity & Process Compliance

In June 2025, this agent will review deal interactions and suggest the best next steps, which will help reduce the workload for sales representatives.

• Expert Tip: Plan by keeping complete records of opportunities and clearly defining sales cycle milestones.

Learn how to turn on Agentforce Deal Agent.

Engage Beyond Leads with Agentforce SDR

Agentforce SDR can now connect with leads, contacts, and personal accounts. This is great for cross-selling, upselling, and nurturing customer relationships.

• Expert Tip: Before starting SDR campaigns, check that your Contact and Person Account data includes the required fields (Email, Account Name, Owner).

Learn how to activate Agentforce SDR actions on the Contact and Person Account layout pages.

Translate and Streamline Customer Conversations in Real-time

Einstein Conversation Translate helps service teams, and supervisors read and reply to customer messages in their language in real time.

• Expert Tips: Train your team to have better conversations when using translations. Focus on being sensitive to different cultures and maintaining your brand voice.

Check how to use Einstein Conversation Translate.

Agentforce & Einstein Updates For Salesforce Administrators

Agentforce SDR Email-Generation Testing

Starting March 31, 2025, admins can test AI-generated SDR emails in Agent Builder. This will help improve outreach quality.

• Expert Tip: Plan testing times for new SDR content updates to prevent affecting customers.

Check how to test Agentforce SDR email generation in Agent Builder.

Video Uploads for Salesforce Conversation Insights

Einstein Conversation Insights (ECI) lets you directly upload video call recordings from other platforms. It automatically provides meeting insights and transcripts, helping you find key moments for coaching.

• Expert Tip: Use this in your sales training to help your sales team work better and improve coaching.

Discover how to turn on this feature.

Pricing and Objection Handling Insights via Sales Signals

The Sales Signals dashboard now displays conversations about Pricing and Objections. This helps us see how the team performs on these key topics.

• Expert Tip: Sales leaders should quickly use this visibility to change training and response strategies based on feedback.

Check how to see Pricing and Objection topics in Sales Signals.

Agentforce & Einstein Updates For Salesforce Developers

External Data Sources in Prompt Builder

Prompt Builder helps developers easily access external data for their Salesforce AI prompts. This is useful when they need real-time information from other systems, like orders or shipments.

• Expert Tips: Standardize external object schemas and map them clearly with descriptive fields. This helps prevent errors in template previews.

Learn how to access the external object fields in Prompt Builder.

Data Graph for STO

The Einstein Send Time Optimization (STO) upgrade helps developers create data graphs. This feature allows you to send personalized emails at the best times for each recipient.

• Expert Tip: Regularly check your STO results and update your Data Graph models to maintain high email engagement rates.

Agentforce-specific Lightning Web Component Targets

Salesforce is introducing two new LWC targets to enhance AI experiences with Agentforce.

• lightning__AgentforceInput: Collect structured user data for Agent actions.

• lightning__AgentforceOutput: Customize how Agent outputs are displayed visually.

  • Expert Tip: Use these new targets often to create visually appealing and easy-to-use interactions with AI agents, going beyond just text responses.

Salesforce Release ’25 Updates for Flows

Flow Approval Processes to Replace Classic Approvals (Important Update)

Classic Approval Processes are disappearing, and Flow-based Approvals are taking their place. Users are now seeing banners in the Approval Process Setup that encourage them to switch to Flow Approval Processes.

• Expert Tips: Start moving your old Approval Processes to Flow-based approvals to avoid a later rush. Test everything thoroughly in the Sandbox before rolling it out in production.

Check how to create a Flow Approval Process from the approvals app.

Add a Recall Path to Flow Approval Processes

In this release, Flow Approval Processes can now include a “recall path” for specific actions when a user recalls an approval request.

When a request is recalled, it cancels any active approval steps and open tasks. It also carries out background actions specific to recall situations, allowing you to manage recalled requests effectively.

• Expert Tips: Create a clear plan for what to do when approvals are canceled. This will help keep data accurate and ensure a smooth user experience during approval.

Debug Flows Completely Redesigned

A new Flow Debug Panel is now available. It is bigger, can be collapsed, and is easier to use for debugging workflows. Users can quickly copy and analyze debug logs to solve problems faster.

You can see the output in the Flow Builder while setting up Subflows or Actions. The output includes clear labels, names, and data types, which makes troubleshooting easier.

• Expert Tip: Use the new debugger while developing Flow to help you troubleshoot more easily and quickly. Always label your output so you can effectively manage and troubleshoot data between Flow elements.

Automated Flow Testing for Error Handling

You can now use automated testing for Data Cloud-triggered and Record-triggered Flows to check for errors in Create, Update, and Delete actions and Action elements.

• Expert Tips: Include strong automated tests for all critical processes, especially for error situations. This will help ensure reliability when you launch and reduce unexpected problems later.

Learn how to create a Test Flow.

Simplified Single Sign-On Registration with Flow Builder

Use the Flow Builder's new Authentication Provider User Registration flow template instead of Apex coding. This change will make setting up single sign-on (SSO) for users on Experience Cloud sites easier.

• Expert Tip: Carefully customize Flow templates and test them thoroughly in a sandbox before using them in production.

Conversation Transcripts in Automation via Flow Builder

Developers can now use conversation transcripts from Einstein Conversation Insights in Flow Builder. This allows them to automate sales follow-ups or schedule coaching sessions more easily and effectively.

• Expert Tip: Automate follow-ups that are timely and filled with valuable data. You can also set up alerts based on the mood and topics of conversations. This way, you can take action in sales when it’s needed.

Learn how to add Get Conversation Transcript in Flow Builder.

Einstein Panel in Flow Builder

Flow Builder now has a new Einstein panel that is easy to use. It features a flexible layout that lets you drag and drop items, multiple configuration panels that work simultaneously, and better navigation for an improved user experience.

Expert Tip: Administrators should regularly use pinned and unpinned states to create a smooth flow-building experience. This helps maintain a clear conversation history and keeps the user interface clean.

Check how to enjoy the new Einstein Panel in Flow Builder.

New Einstein Decision Element for Email Engagement

Admins can now add Einstein Decision elements to Salesforce Flows. This allows them to automatically change marketing journeys based on real-time email engagement metrics, like how likely someone is to click or how many marketing emails they have received.

• Expert Tip: Use Einstein Decision inflows triggered by segments and automation events to enhance customer experience and reduce unsubscribe rates.

Learn how to add Einstein Decision element to Flow.

Sync Emails with Custom Object Matching and Flows

When you enable “Sync Email as Salesforce Activity,” Salesforce offers a default process called “Activities: Match Email to Records.” This process matches your emails to contacts, accounts, opportunities, or custom objects.

To enable this feature, go to Setup > Flows > choose Activities: Match Email to Records.

Expert Tips: You can customize email-matching workflows to match your business processes, including working with partners or handling complex custom object relationships. If you need specific tie-breaker logic, you can use custom Apex code.

Send Email Action with Enhanced UX & Editor

The Send Email Action has been rebuilt for easier use. It now has clear sections: Receiver, Sender, and Email Content. A new rich-text WYSIWYG editor helps you create well-formatted emails easily.

• Expert Tips: The new email layout makes creating and sending complex messages in automated Flow emails easier.

Time data in Flow

In the Summer of 2025, Flow will have a new Time data type. This type will help create workflows triggered by specific times of the day rather than just dates.

How Can Codleo Help with SF Administration and Development?

The Salesforce Summer ’25 release includes significant changes you need to know about. By testing and preparing now, you can adapt smoothly to these updates.

What do you think about these changes? Have you discovered any other new features in this release? Your thoughts and findings are important to us and the Salesforce community. Please share in the comments below.

Also, Codleo can help with:

• Navigating new release features,

• Salesforce audit and system troubleshooting,

• Salesforce optimization/customization,

• Complex system integration,

• Custom AppExchange app development,

Book a free consulting call with us, and together, we’ll find the best solution for your needs.