Introduction
The Salesforce Winter '25 release brings new features and improvements that make the user experience even smoother and streamline operations across multiple Salesforce platforms. Whether you are an administrator, developer or sales representative, there is news for all profiles.
Main Features and Improvements
Salesforce Winter '25 introduces several updates that increase efficiency, improve user experience, and provide deeper insights. Among other new features we highlight:
- New User List View - The user list view has been redesigned, bringing its features closer to those available for other Salesforce records. Administrators can now view, organize and edit user records directly from the list, making user management simpler with a modern interface and inline editing.
- Dynamic Highlights Panel - The Dynamic Highlights Panel in Lightning App Builder allows up to 12 fields to be displayed dynamically on the record's Lightning pages. This feature makes it easy to display the most important and customizable information, with the added benefit of being optimized for presentation on mobile devices.
- Improved Object Access Management - With this new Winter '25 release, object access management has become even more transparent. Administrators can see in detail who has access to which objects, with specific information about permissions granted by Permission Sets, Permission Groups, and Profiles. This change facilitates security and access control in the organization.
- New “Access Granted By” Function - With the “Access Granted By” function, administrators can quickly see how user permissions are assigned, facilitating the analysis of complex permission structures, whether by Profiles or Permission Sets. This preview feature makes security settings easier to view and adjust.
- Einstein Generative AI for Reporting - Einstein Generative AI has been integrated with Lightning reports, allowing you to quickly create formulas for summaries and record lines. By describing the type of calculation desired in natural language, Einstein suggests the appropriate formula to be inserted directly into the report, speeding up the customization of complex reports.
- Improved Service Intelligence - Service Cloud receives new Service Intelligence tools, such as Einstein Case Management (in Beta) and the "Flag to Supervisor" flow, which help service teams monitor performance in real time and ensure that service level agreements (SLA) are met.
- Account Plans for Sales Strategy - Sales Cloud has been enhanced with Account Plans, a new feature to help sales teams manage and grow strategic accounts. Through SWOT analysis, relationship mapping, and objective goal setting, teams can better manage their accounts directly in Salesforce.
- Updates to Salesforce Flow - Salesforce Flow now includes tips for creating more efficient flows, improvements to the "Create Record" element, and a dedicated Errors and Warnings menu. These updates make the process of creating and adjusting flows simpler, ensuring more reliable automations.
- Prospecting Center in Sales Cloud - The new Prospecting Center uses AI and trusted data to help sales teams identify the best leads. By analyzing Fit, Engagement, and Intent scores, users are able to build a stronger pipeline and reach prospects faster.
- Messaging Channels and Advanced Features - Service Cloud now supports new messaging channels such as LINE Messaging. Additionally, Salesforce launched the "Bring Your Own Channel" (BYOC) feature, enabling the integration of third-party messaging platforms, as well as improvements to the Salesforce Mobile App for a more unified communications experience.
Conclusion
Salesforce Winter '25 offers a range of innovations that promise to not only improve the user experience but also increase the efficiency of operations within organizations. With features ranging from more intuitive user management to the use of artificial intelligence for reporting and prospecting. Keeping up to date with this news can make a big difference in the way your company relates to customers and manages internal processes.
Also read - https://help.salesforce.com/s/articleView?id=release-notes.salesforce_release_notes.htm&release=216&type=5
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