Salesforce Winter ’25 Release: Everything You Need to Know

Agentforce for sales: enhancing lead outreach and coaching 

Sales teams face the challenge of maintaining a steady pipeline of qualified leads while equipping sales reps with the right tools. Salesforce addresses both with Agentforce SDR and Agentforce Sales Coach, AI-driven lead generation and coaching solutions. 

Agentforce SDR: optimizing lead qualification and outreach

Agentforce SDR automates the early stages of sales by: 

• Engaging prospects: Sending initial emails, follow-ups, and responses. 
• Qualifying leads: Managing initial communication to identify interested leads. 
• Scheduling meetings: Allowing prospects to book meetings directly. 

Integrated with Sales Cloud and features like Sales Engagement, Einstein Activity Capture, and Salesforce Inbox, Agentforce SDR streamlines outreach and automates time-consuming tasks, allowing sales reps to focus on building relationships. 

Agentforce Sales Coach: scalable, AI-powered coaching 

The Agentforce Sales Coach uses AI to analyze sales pitches and role-playing sessions, providing tailored feedback at various stages of the sales process: 

• Qualification/Needs analysis: Evaluates and improves pitch delivery. 
• Proposal/Negotiation: Offers feedback on role-playing scenarios. 

By leveraging CRM data and AI insights, this tool helps improve sales skills and drives better outcomes, enhancing performance and ROI. 

Account plans: manage and expand strategic relationships

The new Account Plans feature in Salesforce helps organizations manage and expand these relationships efficiently. Account Plans centralize account research, objectives, and growth tracking in Salesforce. Developed from feedback on IdeaExchange, this tool maximizes revenue and aligns with customer goals.

Key Features:

• Embedded dashboard: View opportunity stages, potential revenue, and win rates.
• SWOT analysis: Identify account strengths, weaknesses, opportunities, and threats.
• Customer needs: Capture specific requirements and market dynamics.
• Measurable objectives: Track goals and progress.
• Buyer relationship map: Visualize key stakeholders to enhance collaboration.

This feature boosts strategic planning, team collaboration, and growth opportunities.

My Service Journey: discover even more service capabilities

My Service Journey optimizes Service Cloud implementations with tools to enhance functionality and customer success.

Key Features:

1. Service capabilities navigator: Discover curated features tailored to your needs.
2. Service capability one-pagers: Access guides on licensing, implementation, and success stories.
3. Progress tracking: Monitor capabilities as “Planned,” “In Progress,” or “Completed.”

These tools help organizations unlock Service Cloud’s full potential, improving processes and customer experiences.

Enhanced list views: make inline edits

Managing users just got a whole lot easier! With Enhanced List Views, you can now view, sort, and filter user records in a convenient list format. Best of all, you can directly modify new entries inline, allowing you to quickly update records without navigating away from the list view.

This feature, inspired by your feedback on IdeaExchange, streamlines user management and boosts efficiency within your Salesforce org. To start using Enhanced List Views, simply enable it in User Management Settings.

Object access summary: simplifying permissions management

The introduction of the Object Access Summary marks a game-changer for admins. It provides a clear, read-only view of permission sets, groups, and profiles that grant access to an object, along with their access levels.

This eliminates the need to manually review profiles, allowing admins to efficiently manage and troubleshoot permissions with just a few clicks in Setup > Object Manager.

Based on feedback from IdeaExchange, this update addresses a key challenge and is one of the standout features of Winter ’25.

Enhanced custom report types: greater flexibility and control

A revamped Custom Report Types experience in beta has been introduced, streamlining report management and customization. The new layout allows quick access to report types, personalized list views, and easy editing in a compact format.

The updated editor offers greater flexibility with support for up to 1,000 fields, including lookup fields, and features like drag-and-drop organization and field name customization.

Available in Lightning Experience for multiple editions, this update makes building tailored reports faster and more efficient, unlocking deeper insights.

To enable, go to Reports and Dashboards Settings in Setup and select the Enhanced Custom Report Type Setup Page (Beta).

Smarter flow design with new efficiency tips

Efficiency tips have been added to Flow Builder, helping identify design issues and optimize your flows. These actionable suggestions, displayed directly on the canvas, help prevent slowdowns and potential Apex governor limit violations.

Ideal for both beginners and experts, this feature offers clear guidance to streamline flow designs and reduce troubleshooting. Available in Lightning Experience and Salesforce Classic for Professional, Enterprise, Unlimited, and Performance editions, it improves workflows and saves time, delivering better results faster

Expand your email reach by using CC and BCC options in Send Email action

The Send Email action in Flow Builder now supports a higher recipient limit, increased from 5 to 150. You can now add CC (visible to all) and BCC (hidden from others) recipients for more flexible email communication.

To use this feature → Select Send Email in the Element menu, enable CC and BCC options and add email addresses directly or use a merge field.

This update improves workflow automation, allowing for easier outreach to larger groups.

Get help creating flow formulas with Einstein (Beta)

Building flow formulas is simplified with Einstein Generative AI. Just describe what you want to calculate, and Einstein will suggest the right functions and operators.

This AI-powered tool is available in Flow Formula Builder, but be sure to review and test the formulas it generates for accuracy before activating your flow.

To enable Einstein generative AI, simply turn it on in Setup, then navigate to Process Automation Settings to activate formula creation by Einstein. Once enabled, you can create formulas directly in Formula Builder by describing what you need, and Einstein will generate the corresponding formula. Be sure to use the resource menu to select your resources rather than manually typing them in.

In conclusion, the Salesforce Winter '25 release is more than just a set of updates; it's a strategic enhancement to the CRM ecosystem that reflects the evolving needs of businesses across industries.

As your Salesforce implementation partner, we're excited to help you leverage these innovations to stay up-to-date and gain a competitive edge. Our goal is to ensure that these updates translate into real-world benefits for your team, optimizing your Salesforce experience to meet the demands of your industry.