Top Features and Updates from Salesforce Winter’25 Release

Get ready to embrace the excitement of the Salesforce Winter '25 Release! This season's update is like the first snowfall, bringing a flurry of innovative features to supercharge your CRM.

Picture a more dynamic Lightning experience that showcases your data with remarkable clarity, or list views that load with incredible speed, making your daily tasks more efficient. With AI-enhanced formula creation and mobile upgrades that keep you agile wherever you are, this release is designed to make your Salesforce experience smoother and more powerful. Discover how these new features can transform your CRM!

Let’s explore the details of the Winter '25 Release to uncover what’s new.

Salesforce Winter’25 Features For Admins

1. Configure Record Highlights in Lightning App Builder

The Dynamic Highlights Panel offers greater customization for your Lightning record pages, replacing the compact layout and traditional highlights panel with a flexible option. Now, you can display up to 12 fields, tailored to your needs. Key features include:

Primary Field Selection: Assign a Primary Field (recommended as the record's Name) to be the panel's header.
Filter Criteria: Customize which fields are displayed based on criteria you define.
Mobile App Configuration: Extend the Dynamic Highlights Panel to mobile Record Pages for a consistent experience across devices.

Example: Managing customer records, you want sales reps to instantly access key details. You configure the Dynamic Highlights Panel to display fields like “Account Status,” “Last Interaction Date,” and “Opportunity Value.” With “Account Name” set as the primary field, it’s displayed prominently, helping reps focus on crucial information quickly.

2. Enable Dynamic Highlights Panel and Dynamic Forms on Mobile with One Click

Easily activate Dynamic Forms and the Dynamic Highlights Panel for mobile devices with a single click. This streamlined process ensures a consistent experience across desktop and mobile, saving time.

Example: Your sales team frequently accesses Salesforce on their phones. By enabling Dynamic Highlights Panel and Dynamic Forms with one click, they can view the same fields and layouts on both mobile and desktop, improving efficiency and consistency.

3. Make Record Fields Stand Out with Conditional Formatting

Enhance your Dynamic Forms-enabled pages using conditional formatting. You can apply icons and colors to fields based on specific criteria or values.

Example: On a Lead record page, you apply conditional formatting to the “Lead Relationship” field. A green checkmark appears for high-priority leads (“Hot”), a yellow exclamation mark for medium-priority leads (“Warm”), and a red cross for low-priority leads (“Cold”), helping sales reps quickly prioritize follow-ups.

Note: Use conditional formatting carefully to maintain clarity in your org.

4. Add Calculated Fields to Your Lightning Reports with Einstein Generative AI

Einstein Generative AI simplifies the creation of Summary Formulas and Row-Level Formulas in reports by allowing you to:

Describe Your Calculation: Input your needs in plain language.
Review and Insert: Einstein suggests a formula, ready to be added to your report.

Example: You need to calculate “Customer Lifetime Value” in a sales report. Instead of writing the formula manually, you describe it to Einstein Generative AI as “Calculate total revenue minus total costs over the customer’s lifetime.” Einstein suggests the formula, reducing errors and speeding up your workflow.

Note: Available for Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with the Einstein 1 Sales or Service Edition and the DC Report GPT add-on.

5. Do More with Custom Report Types (Beta)

The revamped Custom Report page in Setup improves usability and flexibility. Key enhancements include:

Streamlined Layout Editor: Manage custom fields and sections with ease.
Expanded Field Limits: Add up to 1,000 fields using lookup fields.
Enhanced Customization: Search for fields, view details, and adjust names directly in the editor.

Example: You need a custom report to analyze regional sales performance. With the new Custom Report page, you can drag and drop fields like “Sales Region,” “Total Sales,” and “Target Achievement” into your report layout. You can also include up to 1,000 fields, offering a detailed view of your data.

6. Get Better Performance for List Views on Custom and Standard Objects

List views for custom and standard objects now load faster thanks to Lightning Web Components (LWC), replacing Aura, for enhanced performance.

Example: Your list views for custom objects like “Support Tickets” previously loaded slowly. With this update, they are now faster and more responsive, allowing you to manage support tickets efficiently.

7. Make Inline Edits with the Enhanced User List View

The User List View now offers a modern UI with inline editing capabilities. You can view, sort, filter, and modify records directly within the list view without navigating away.

Example: You need to update contact information for multiple users. With the enhanced User List View, you can edit fields like “Email Address” and “Phone Number” directly in the list view, streamlining the process and saving time.

8. Improved User Access Summary Page

The revamped User Access Summary page provides a consolidated view of user information, making access management simpler.

Example: While managing user permissions, you need a quick overview of access rights. The improved User Access Summary page consolidates this information, making it easier to review and manage access.

9. Get Insight into How a User’s Permissions are Granted

The new “Access Granted By” feature offers a pop-up view showing which Permission Sets, Permission Set Groups, or Profiles grant access, making permission management more efficient.

Example: If a user is unable to access a particular object, you can click “Access Granted By” to see which Permission Sets or Profiles are controlling access, allowing you to quickly troubleshoot and resolve the issue.

10. See How Object Access is Granted in Object Manager

The Object Manager now allows you to view detailed information about which permission sets, permission set groups, and profiles provide access to an object, and the level of access granted.

Example: To verify which profiles have access to a sensitive object like “Financial Reports,” you can now see a detailed breakdown of access levels from different permission sets and profiles, ensuring access control is properly managed.

Salesforce Winter ’25 Features for Developers

1. Introducing the New Documentation Site: Einstein for Developers

The newly launched Einstein for Developers documentation site unifies all related resources into one centralized platform, providing a streamlined user experience.

Improved Design: Consistent with other developer guides for a cohesive look and feel.
Enhanced Navigation: Redesigned interface makes it easier to find the information you need.

Example: Users can now access documentation on Beta features and APIs in one convenient, easy-to-navigate location. Old links will automatically redirect to the new site.

2. Metadata API

New customization options are available with updated metadata types, supporting advanced features:

Lightning Experience Transition Tools: Now accessible via External Application Settings.
Public Groups and Queues: Descriptions can now be added for better organization.

Example: Adding descriptions to public groups helps clarify their purpose within your organization.

Development Features

Parallel Subscriptions: Support for platform event Apex Triggers.
Heroku Integration: Allows actions from External Services to be generated.

Example: Use Heroku apps to create actions in Salesforce that can be accessed via Flow Builder.

Security and Identity Updates

OAuth Client Credentials: Now available through REST API.
Headless Identity Flows: Supported with OAuth 2.0 authorization challenge endpoint.

Example: Securely manage OAuth credentials using the new REST API methods.

Service Improvements

Embedded Messaging Channels: Enhanced with new metadata subtypes for features like pre-chat forms, dropdown fields, auto-response messaging, and JWT validation.

Example: Better manage pre-chat forms and auto-response messages with new metadata options.

3. Free-Tier Event Monitoring

Improved Tracking: Free-tier access to Event Monitoring is now available, providing tools for tracking and troubleshooting Apex code exceptions.
Detailed Event Logs: Analyze Apex exceptions with detailed log files.

Example: Get insights into the context of Apex exceptions, helping to diagnose and resolve issues faster.

No Additional Costs: Available across all Salesforce editions, making advanced debugging tools accessible without extra fees.

4. Heroku Apps in Setup (Beta)

Integration Feature: The Heroku Integration add-on allows users to explore and integrate Heroku apps within Salesforce Setup.
External Services: Heroku apps can be published as External Services, accessible as actions in Salesforce.

Example: Use Heroku app APIs in Flow Builder to query and update Salesforce or Data Cloud.

Availability: This feature is in Pilot and available for Enterprise, Unlimited, and Developer editions with specific participation terms.

5. Updates to Lightning Web Components

Lightning-DataTable: Validation errors now appear on specific edited cells.
Lightning-HelpText: Tooltips can be launched using both mouse and keyboard interactions.
Lightning-Input: New error handling for bad numeric input and improved date input format display.

Example: Now, when editing a Lightning-Datatable, validation errors will be shown on the exact cell being edited, making it more intuitive.

Accessibility Improvements

Lightning-Modal: Enhanced contrast with a white background fill on the close icon to meet accessibility requirements.

Example: The improved contrast in modal components helps users with visual impairments.

6. Develop Lightning Web Components With TypeScript

TypeScript Support: Salesforce now supports TypeScript for developing new Lightning Web Components (LWCs) and converting existing JavaScript-based components.
Productivity Boost: Improves development efficiency and code quality.
Developer Preview: Currently in preview and not yet generally available.

Example: Set up TypeScript for your LWC project by installing version 5.4.5 or later and configuring the necessary files.

7. LWC Real-Time Preview

Local Dev Feature: A real-time preview feature for LWCs, available in Beta.
Automatic Updates: Changes in the source code are instantly reflected in the browser, allowing faster iteration.

Example: Use Local Dev to see real-time updates on your Lightning app or Experience Cloud site without having to refresh manually.

8. External Object Mock SOQL Tests

Mock SOQL Tests: New SOQL stub methods and test classes enhance Apex unit tests for external objects.
Simulate SOQL Responses: Test Apex code handling of external object data by simulating SOQL query responses.

Example: Use mock test classes to simulate SOQL queries and validate the handling of external object data.

9. Use REST API for Access to External Client App OAuth Consumer Credentials

Secure Credential Management: A new REST API resource allows for secure storage and access to OAuth client credentials.
Enhanced Security: Replaces older, less secure methods of storing codes.

Example: Use the Credentials Connect REST API to securely store and manage your OAuth consumer credentials, ensuring they aren’t exposed publicly.

Top Salesforce Winter’25 Release Flow Features and Updates

1. Errors and Warnings Pane

The Errors and Warnings pane in Salesforce Flow enables users to quickly identify and resolve issues that could prevent a flow from being saved or activated. It organizes these errors and warnings into categories, simplifying the troubleshooting process.

Example: While building a flow to automate lead qualification, if an error occurs in a decision element (such as a missing field reference), the Errors and Warnings pane will point out the exact issue and provide a direct link to the element, allowing for quick fixes without having to search through the entire flow.

2. Simplified Flow Resources

Creating variables and constants is now more intuitive, with better grouping and labeling of flow resources like Text, Number, Currency, Boolean, Date, and Date/Time.

Example: If you're building a flow to calculate the total value of a sales order, you can easily create a "Currency" variable named "TotalOrderValue" and a "Number" constant for "DiscountRate" in the Flow Builder’s Manager panel. These resources are well-organized, speeding up the flow creation process.

3. New Flow Builder Tips

Salesforce has added optimization tips within Flow Builder that guide you in designing efficient flows, helping avoid configurations that could slow down performance or hit system limits.

Example: While creating a flow for customer service case routing, a tip might appear suggesting that too many nested loops could degrade performance. The tip could recommend using fewer decision points or an Apex trigger to streamline the flow and improve efficiency.

4. Einstein Generative AI (Beta)

With Einstein Generative AI, you can now create flow formulas by describing the desired outcome in plain language, and the AI will generate the appropriate formula for you.

Example: If you need a formula to apply a 10% discount to a product price, instead of manually writing it, you can simply describe the action: "Calculate a 10% discount on the product price." Einstein AI will generate the formula: Product_Price__c * 0.9, which you can then implement in your flow.

5. Editable Einstein Instructions

Einstein instructions can now be edited directly in Flow Builder, enabling you to adjust settings on the spot.

Example: If you're using Einstein to create personalized email content in a flow, you can easily modify the instructions for tone or content directly within the Einstein interface, without needing to restart the flow creation process, making it easier to refine your automations.

6. Subflows in Prompt Flows

You can now add active prompt flows as subflows within a main flow, making it easier to break complex automations into smaller, manageable sections.

Example: In a flow designed to gather customer feedback, you could include a subflow that focuses specifically on product quality, with detailed questions. The results are then passed back to the main flow for further processing, such as generating reports or triggering alerts.

7. Expanded Email Options

The "Send Email" action in Flow Builder now allows you to add up to 150 email recipients via the CC and BCC fields, significantly increasing the previous limit of 5.

Example: If you’re setting up a flow to send promotional offers, you can now add team members in the CC field for internal awareness and use the BCC field to discreetly include select partners without revealing their email addresses to others.

8. Scheduled Flows Limit in Debug Details

The Debug Details panel now displays your organization’s daily limit for scheduled flows, helping you keep track of flow execution capacity.

Example: For companies running scheduled flows for monthly reporting, you can check the Debug Details panel to see how many scheduled flows you have left for the day, ensuring you stay within the limit and critical reports are generated on time.

9. Action Buttons for Screen Flows

Action Buttons in Salesforce screen flows now show a running status and allow you to reference the progress in other parts of the flow.

Example: In a flow that updates multiple customer records, an Action Button could trigger an auto-launched flow to handle the updates. As the process runs, you can disable other buttons or display a loading icon, ensuring users don’t take conflicting actions while the update is in progress.

Top Marketing Cloud Growth Updates in the Salesforce Winter ’25 Release

1. Marketing Email Personalization

Dynamic Email Content: Now personalize email content based on the recipient, allowing you to tailor:

Subject Lines: Customize according to user behavior or preferences.
Preheaders: Adjust to improve engagement.
Email Components: Display different product recommendations or images.

Example: Show personalized product suggestions based on a customer’s purchase history.

Event-Triggered Content Automation: Use the new ‘Event’ campaign template to automate sending emails or SMS messages triggered by key interactions like purchases and form submissions.

Example: Automatically send a welcome email with a discount code when a user signs up.

Enhanced Merge Fields: You can now include more than just recipient data, such as:
Product Purchase Information: Highlight recent purchases or suggest related items.

Example: Add dynamic fields showing the most recent product a customer bought in a follow-up email.

2. Opportunity Influence

Streamlined Attribution: Simplify tracking marketing activities tied to sales revenue through:
Direct Attribution: Automatically link actions, like email clicks, to opportunities.

Example: When a lead clicks an email, it’s instantly attributed to their sales opportunity.

Flexible Reporting: Choose between first-touch and last-touch attribution to measure campaign effectiveness:
First-touch: Tracks initial engagement.
Last-touch: Focuses on the final interaction before closing a deal.
Data Cloud Integration: Use Data Cloud to manage object associations for Opportunity Influence, with initial setup required in Data Cloud before activation in Salesforce.

3. Einstein Copilot Now Available

Enhanced AI Assistance: Einstein Copilot is now generally available, supporting:
Campaign Briefs
Messaging
Branded Content

Example: Use Copilot to draft a campaign brief, then finalize it manually.

Grounded AI: Copilot is powered by the Einstein Trust Layer, ensuring it works within your organization’s data and maintains privacy.

Example: Generate content using your company’s data securely.

Access: Einstein Copilot can be accessed via the Einstein logo in the top navigation bar.

4. Einstein Copilot Branding Fields

Brand Identity Setup: Define your organization’s brand with:
Brand Blurb
Default Tone: Choose from professional, casual, urgent, or inquisitive.

Example: Set a professional tone for executive communications and a casual tone for customer newsletters.

Tone Flexibility: Adjust the tone for specific assets using natural language prompts

5. Data Prism

Data Model Descriptions: Data Prism adds annotations to your data models in Data Cloud, making it easier to align marketing strategies with data design.

Example: Annotate customer segments to clarify their purpose for both marketers and data administrators.

Roll-Out: Available from September 2024. Ensure Einstein Segment Creation is enabled.

6. Share Content Across Workspaces

Centralized Content Repository: Salesforce CMS now acts as a unified hub for marketing teams and other departments.

Example: Manage and track brand assets like logos and approved images across different teams.

7. Update Required Marketing Data Kits

Refreshing Data Kits: Keep your data kits updated for seamless integration with Data Cloud. This includes:
Marketing Data Kits: Update via the Marketing Cloud setup assistant.
Sales Data Kits: Reinstall and deploy CRM data bundles.

Example: Use a one-click update feature to refresh all required Marketing Cloud Growth data kits.

Miscellaneous Updates

Skip Alt Text for Decorative Images: Reduce distractions for screen readers by omitting alt text for purely decorative images.
MCGSetupUserPerm: Provides access to the Marketing Cloud Growth setup assistant, allowing temporary admin delegation.
Interface Updates:
Campaign and Activity Widgets: Enhanced for quick, at-a-glance data.
Content Status Badges: New indicators for campaign status.
Quick Replace Option: Easily update images.
Improved Navigation: Streamlined navigation in the attribute library.
Einstein Segment Creation Attributes: Now categorized into suggested and additional groups.

Top Winter’25 Updates for Sales Cloud

1. Seller Home Now Available Across All Applications

Seller Home, previously limited to select standard apps, can now be set as the default template for all applications. This enhancement is designed to equip your sales team with a comprehensive overview of the business. Sales users can now effortlessly access a wide range of information, including:

Opportunity Overview
Account Overview
Lead Overview
Contact Overview
Weekly or Monthly Goals
Today’s Events
To-Do Items
Recent Records
Contact Suggestions (identified by Einstein from user emails and events)

Example: Sales representatives can quickly view their key opportunities, leads, and daily tasks, allowing them to prioritize effectively.

2. Streamline Strategic Planning with Account Plans

Account Plans enable sales teams and leaders to adopt a strategic approach to account growth. This feature allows users to:

View Opportunity Details: Access comprehensive overviews of each opportunity linked to an account.
Create a SWOT Analysis: Evaluate Strengths, Weaknesses, Opportunities, and Threats for improved decision-making.
Capture Customer Needs and Market Dynamics: Gain insights into client demands and industry trends.
Set Measurable Objectives: Establish specific goals with clear success metrics.
Visualize Stakeholder Relationships: Utilize a relationship map to identify key stakeholders and their influence.

Example: Sales teams can leverage the SWOT analysis tool to pinpoint potential risks and opportunities, tailoring their strategies accordingly.

3. Link Person Accounts and Contacts

Robust reporting structures facilitate smoother workflows and enhance teamwork. Now, you can:

Connect Person Accounts to Other Contacts: Use the “Reports To” field to establish a reporting structure between person accounts and contacts.
Visualize Contact Hierarchies: Person accounts will appear in the contact hierarchy chart when at least one contact is part of the chain.

Example: This feature allows sales managers to view all related accounts and contacts in a single overview, simplifying account management.

4. Distribute Opportunity Splits Across Territories

Sales teams can now:

Allocate Sales Credit Across Territories: Assign credit for a sale to multiple geographic areas (territories) rather than just one.
Enhance Reporting Accuracy: Produce clearer reports showing how each territory contributed to closing deals.
Improve Sales Forecasts: Utilize shared credit data for better sales predictions.

Example: If a deal involves teams from different regions, the opportunity splits feature ensures that each territory’s contribution is acknowledged and reported.

5. Achieve a Comprehensive Forecast View with Opportunity Splits by Territory

For sales teams organized by territories, you can now:

Forecast Using Opportunity Splits: Employ territory-based splits for more accurate forecasting.
Simplify Sales Forecasting: Understand how various regions impact your sales objectives.

Example: Sales leaders can generate more precise forecasts by accounting for contributions from multiple territories rather than just the primary one.

6. Record Forecasts at Specific Intervals with Forecast Submissions

Forecast submissions provide sales reps and managers with a means to:

Capture Snapshot Forecasts: Submit weekly forecasts to document an estimate at a specific time.
Compare Current and Submitted Forecasts: Management can review discrepancies to ensure alignment with quotas and sales targets.
Enable Forecast Submissions: Activate this feature in the Forecast Settings section of Setup.

Example: By comparing submitted forecasts with actual results, sales teams can refine their strategies to meet targets more effectively.

7. Enhancements in Manager Judgment

To enhance forecasting accuracy, sales leaders can now:

View Manager Judgment Values: Access judgment values for all forecast managers within the hierarchy, not just direct reports.
Include Judgment Values in Reports: Compare forecasts with judgment amounts to spot potential risks.
Create Custom Report Types: Utilize custom report types for Forecasting Items with Opportunities and Forecasting Source Record Judgments.

Example: Sales leaders can use these enhancements to identify discrepancies in forecasted deals and take early corrective measures.

8. Accelerate Deal Closures with a Mobile App Tailored for Sellers

The Seller-Focused Mobile Experience app empowers sales teams by:

Updating Records On-the-Go: Easily access and update accounts, contacts, leads, and opportunities while in the field.
Boosting Mobile Productivity: Keep sales data current regardless of location.

Example: Sales reps can promptly update their opportunity status immediately after a client meeting, ensuring the CRM reflects the most up-to-date information.

9. Foster Collaboration on Shared Deals with Trusted Partners

Partner Connect streamlines collaboration by enabling:

Linked Orgs: Vendors and partners can link their Salesforce Orgs for easier data sharing.
Controlled Data Sharing: Only fields agreed upon by both parties are integrated.
Read-Only Versions of Records: Store a read-only copy of the partner’s record locally to track progress.
Selective Data Sync: Partners can choose to sync only essential data, such as opportunity stages.

Example: A vendor and partner may opt to share only opportunity stages while keeping deal amounts confidential, allowing for transparent collaboration while protecting sensitive information.

10. Find Your Next Customer with Prospecting Center, the New Data Cloud App

Prospecting Center assists sales teams in building a stronger pipeline by:

Identifying Potential Customers: Utilize AI-driven insights to discover accounts likely to engage.
Scoring Accounts: Calculate Fit, Engagement, and Intent scores to prioritize leads effectively.
Setting Up Scoring Rules: Establish rules to identify the best potential customers.

Example: Sales reps can use account scores to focus on the most promising leads, enhancing conversion rates and accelerating deal closures.

Top Winter’25 Updates for Service Cloud

1. My Service Journey (Beta)

This Beta feature aims to enhance your Service Cloud experience by refining your implementation. Key advantages include:

Comprehensive Overview: Gain insights into your organization's capabilities and potential upgrades.
Customized Options: Select specific business objectives, such as boosting productivity, and optimize relevant service areas.

Example: Choose “Agent Console > Open the Case” to ensure consistent categorization of cases whenever a record is created.

In-Depth Guidance: Access product requirements, best practices, and resources from Salesforce Help.
Progress Monitoring: Track features as “Not Started,” “In Progress,” or “Completed” to maintain your Service Cloud roadmap.

2. Entitlements and Milestones

Enhancements in entitlements and milestones streamline service processes with key features, including:

Automated Milestone Actions: Minimize manual tasks by automating actions through flows.
Real-Time Prioritization: Prioritize cases based on remaining milestone time, which is visible directly in the case list view.

Example: Automatically trigger Einstein-powered email alerts when a milestone is close to violation.

3. Enhanced Messaging Channels and Capabilities

Service Cloud’s messaging features have been broadened for more engaging customer interactions:

LINE Messaging: Connect with customers in regions like Japan, facilitating multimedia conversations.
Bring Your Own Channel (BYOC): Integrate third-party messaging platforms into Salesforce to enhance the agent experience.
Diverse Messaging Formats: Support for quick replies, buttons, forms, and carousels to enrich interactions.

Example: Utilize BYOC to integrate your preferred messaging app for a seamless customer experience.

Unified Messaging for SMS: Combine marketing and service communications under a single phone number for a streamlined approach.

4. Routing

Routing enhancements ensure timely support from service agents:

Improved Omni-Channel Routing: Now accessible on mobile, allowing agents to manage work requests while on the go.
Queue Descriptions: Add descriptions to queues to clarify team roles and responsibilities.

Example: Clearly define a queue’s purpose to ensure effective case management by the appropriate team.

5. Feedback Management

Gathering customer feedback is more important than ever. Key features include:

Post-Chat Survey Invitations: Send unique survey invitations within a chat window for immediate feedback.
Comprehensive Insights: Obtain a deep understanding of customer satisfaction right after interactions.

Example: Use post-chat surveys to identify areas for improvement and adapt your service strategy accordingly.

6. Employee Service

Salesforce introduces the Employee Hub and HR Service Workspace to streamline HR processes:

Employee Hub: A centralized platform for employees to access resources, submit service requests, and seek HR support.

Example: Employees can utilize the Hub to read knowledge articles or request manager approvals.

HR Service Workspace: Equip HR staff to efficiently manage employee records and service requests.
Workday Integration: Seamlessly create employee records directly through Workday, ensuring data consistency.

7. Service Intelligence

The Winter ’25 release introduces real-time insights with Service Intelligence, featuring:

Einstein Case Management (Beta): Monitor agent performance against SLA targets to optimize service delivery.
SLA Times for Omni-Channel Queues: Set and customize SLA times for up to ten specific queues.
Knowledge Performance Dashboard: Obtain a detailed view of article effectiveness and compliance.

Example: Utilize the “Flag for Review” Flow to automatically set the next review date for a knowledge article.

8. Einstein for Service

AI is deeply integrated into service workflows with new Einstein features:

Einstein Data Library: Ground generative AI responses in precise, context-aware information.
Einstein Case Management (Beta): Access real-time metrics to enhance case resolution times and customer satisfaction.
Einstein Article Recommendations (Pilot): Receive relevant article suggestions during conversations to minimize handling time.
Einstein Work Summaries: Customize AI-generated case summaries for a comprehensive view of case progress.

Example: Tailor Work Summaries in Copilot by adding specific formatting rules to improve clarity and efficiency.

The Bottom Line

As the Salesforce Winter ‘25 Release introduces a wave of innovations, it’s evident that this update is crafted to enhance your CRM experience. Whether you aim to improve reporting accuracy, elevate user experiences, or accelerate development, Salesforce Winter ‘25 has something to offer. Embrace these advancements to stay ahead and unlock the full potential of your Salesforce environment.