Name: Your Ultimate Guide to the Top Salesforce Summer ‘25 Features
Uploaded: 2025-05-06T16:30:13.219Z
Duration: 29 min 52 s
Description: Your Ultimate Guide to the Top Salesforce Summer ‘25 Features

Transcript for "Your Ultimate Guide to the Top Salesforce Summer ‘25 Features": Hello, everyone. Welcome. Welcome. Thank you for joining us today. Do let us know where you are tuning in from in the chat. It's always great to see how global our audience is. Some general housekeeping before we get into today's session. Just as a reminder, our session is being recorded, and I will share this in the follow-up email after this, session, and also there will be a q and a at the end as well so do feel free to use the Q and A box. Again it's next to the chat, on the right hand side you should see a Q and A tab. Pop your questions in throughout the session but we will we will address them in that dedicated Q and A time. Perfect. So, for those of you who may be new to, Salesforce, Ben, we are building towards a future where there is a clear path to success for anyone wanting to embark on or accelerate a career within the Salesforce ecosystem. As a part of that we do offer practical relevant and accurate information through loads of different mediums so we've got articles, newsletters, events, YouTube and podcast as well so there really is something for everyone. If you haven't already had a look through any of what you see on screen then don't forget to check them out later. And of course I'm here today as your host for the session but we're also joined by Tom Bassett, a solutions architect at Vera Solutions and one of our expert authors here at Salesforce, Ben. You're in excellent hands with him as you get Salesforce summer twenty five ready. But before we get into it, I want to say a huge thank you to our sponsor for today's session, Salesforce. So Salesforce Foundations is designed to unify your data by providing you with the customer three sixty experience, bringing key features from marketing, sales, service, data, commerce, and agent pools together for your account for free. This new add on lets you maximize your Salesforce investment and Foundations is available for sales or service cloud customers that have enterprise edition and above. Foundations has a new simplified UI making it easier to navigate key tasks for your business. They're also very excited about the AgentForce capability tied to foundations which allows you to try out 1,000 free conversations with AgentForce and customize agents that best suit your business. You can also easily build and deploy autonomous agents with previous skills to support your customers, prospects, and sales reps. So for instance, you can create a customer service agent that can resolve customer inquiries across channels twenty four seven in natural language or develop a sales development representative to maximize pipeline by engaging prospects 20 fourseven or even launch a sales coach to help reps practice pitching, objection handling and negotiation with realistic role plays. More on how you can try this for yourself at the end of today's session, so do stick around. But for now, over to Tom to get started. Hi, everyone. Welcome to today's session. So we are talking about summer twenty five. And for the agenda, for today's session, we've broken up the content into little sections for you. So firstly, we will be reviewing what's new for Salesforce admins. We'll then be exploring what's new in the world of Salesforce flow. We'll then move on to what's new in Sales Cloud and Service Cloud. And before we wrap up for a brief q and a session, we will remind you of the release updates, which are coming for the summer twenty five release, which Salesforce will automatically enforce when this new release is rolled out to, your org. So firstly, let's jump straight in and check out what's new for Salesforce admins in this release. So first up, from a permission set summary, you can now update user, object, field, and custom permissions. When it comes to permission sets, you can now also add a permission set directly to a permission set group from its summary page. And, also, while we're talking about the summary pages, there is a brand new tab now to see how tab access is being granted, which is really useful for all of you admins out there who perhaps want to know where somebody is getting this permission from, or what tabs they are able to see. You'll be able to see that now within the permission summaries. Next up, we're staying on the topic of user access and permissions. And this time, we are talking about the object manager, which has been given a new functionality. Along the left hand side. You will now see a tab called object access. And from this area, you can manage what object access is granted within the permission sets and profiles that exist within your org. So you can see here in this screenshot, I've dived into the opportunity object. I've chosen to edit permission sets. And from this screen, I can grant read, create, edit, delete, view all, modify all, and also view all fields, although you can't quite see that there because I've cropped that off in this this particular screenshot. So we're we're sticking with with permissions. This seems to be a recurring theme of this release for for admins. And now when you click on view summary from a user record, you'll see some more information towards the bottom of that page. First up, you will get a more complete view of a user's details, which includes their permission sets, permission set groups. And underneath this, you'll see a new section for public groups and queues so you can understand what public groups users are part of and the queues they are a member of, in order to have a more complete view of their access and permissions within the system. Next up, we are jumping over to reports and dashboards, and there are a number of new bells and whistles here for you to check out once this release is available in your org. Firstly, you can now designate a org wide address to send your report subscription or dashboard subscription emails out on behalf of. So these emails now come out from a kind of generic or system address rather than coming out on behalf of a named user. Elsewhere in reports and dashboards, there's a new beta feature, which allows you to refresh individual dashboard components rather than the entire page. Once you've enabled this option from Salesforce setup, This is available on a rolling basis from summer twenty five, and I had a little sneak peek in my preview org, and it's not there just yet. So I expect that it will be coming out in the next few weeks. Lastly, in the realm of reports and dashboards, there's another beta feature which will allow you to use existing report settings when adding a table to a dashboard. This is versus the old way of working whereby you had to rebuild the table from scratch. It can now inherit those settings directly from the report. This feature, you need to contact Salesforce support in order to enable. Next up, Salesforce have made some minor UI improvements within this release. So you'll notice that the view, when it comes to list views, will look slightly differently, and Salesforce have now made this more accessible with the keyboard focus now starting at the top of the list rather than on the currently pinned list. On the subject of UI and using different devices to interact with your Salesforce org, now in beta, you can use dynamic related lists within the Salesforce mobile app. Next up, we are going to explore what's new in Salesforce flow, and it is worthwhile mentioning that this session, in particular, this section was really hard to put together because there are so many new things in Salesforce flow. So I picked out my highlights, but do check out the release notes for the full list, as there is something for everybody within this release when it comes to flow. First up, as I predicted in our last session, Salesforce have now rolled out the new flow creation UI to the setup page so that this fresh new UI applies to both places where you are creating a Salesforce flow. When you are building your record triggered flows, you'll notice that the debug panel has had a makeover. Now when you debug a flow, you get to dive into the JSON behind the scenes to see what values a record started with and how these changed during the flow interview. You can easily copy the debug log to your clipboard for ease. And if you are looking for a particular value, you can use the search box towards the top of this screenshot to search for a particular value to see the highlighted results. So in this case, I'm searching for number of employees, and I can see that down below within my JSON. Next up, there are a whole host of improvements when it comes to flow UI and, in particular, screen flows. So let's start with the image on the top left hand corner. Salesforce have now introduced a new style panel. So within ScreenFlow, so you can now define the width of a component and its alignment. Again, on ScreenFlow still, when you're building these out, you can preview the current screen in different formats to make sure that the user experience is the same no matter the size of the device that's being used. And lastly, we're rounding out this section on screen flows with the updates that have been made to the choice variables. So previously, you had to install a add on from the AppExchange to display icons here, but now you can do this natively, and you can define a Salesforce lightning design system icon against each choice, which will then appear to users within the screen flow. Supposedly, Salesforce are working on the ability to define your own icons in a future release, but this is a great step forward to give your users a more friendlier UI to interact with that's accessible for everybody. Next up, next up, still within Flows, we are going to talk about the various updates made within the send email action. It's had a lot of attention in this release, and one of the updates is the screen has been split into distinct sections. So you can see within my screenshot, I'm within the email content section. There are other sections for sender details and and so on. And now within the email content section, you can define an email template that you can, use to fire the email action, or you can or you can compose the email content directly within the action itself. So gone are the days where you needed to get your email templates using a get records and perhaps you needed a text template for your email body. You can now do all of those things directly within the action. Salesforce have made some other tweaks here as well. So the cc, bcc, and attachment parts of this functionality now accept collection variables. So before, you had to just pass in one attachment ID. You can now pass in a collection of attachments that you wanted to relate to the email that's being sent out. You can also see on the right hand side of the screen within the sender detail section, sender type is now a pick list. So you can define the type of sender and then set the email in the box below it. And Salesforce have made other parts of this action kind of more dynamic. So if you want to log your email or add threading to an email, these options now only appear when a record or recipient is selected. And they've also tweaked the ability to select a related record, which you get a little glimpse of at the bottom where I've defined the related object as the account, and then I've selected a particular record to relate this outgoing email to. Next up, in this release, Salesforce are giving us a first look at new features that are in beta. Now you can get related records in a single query in Flow Builder, making it easier to manage these records and reducing the number of elements you need to add to your flow canvas. So in this screenshot, you can see we're grabbing the account record. But as well as the account record, we've selected also get related records. And underneath, we can define the fields that we also want to grab within contacts and opportunities that are related to our account records. Previously, back in winter twenty five, you might remember the expanded search that Salesforce introduced. They took that away temporarily to make some enhancements, and that is now available again within beta after addressing initial feedback when this first iteration of that functionality was released. Another thing that's within beta in relation to flow in this release is the new file upload enhanced component. So you need to turn this on from your file settings. But once it's on, you get a more customizable component for files. You can now finally require files to be uploaded before users move onto the next screen, and this is available within Aura lightning web run time within experience cloud, and it's also available to you in lightning experience too. So now that we've got through all of the flow stuff, we're gonna dive into Sales Cloud and Service Cloud to see what's new there. So, you know, it's it's been a while. It's been about five minutes. I'm gonna mention AgentForce again, because perhaps, unsurprisingly, we've got some new features related to this in the summer twenty five release. With the agent force SDR, you can set engagement rules to automatically assign records to an agent. This has now been expanded in this release. Before, it was just for leads, but now this also supports contacts and person accounts. This means your SDR agent can initiate cross sales, upgrades, and more to help nurture existing customers and get new customers. When you are communicating to your customers, they might speak a wide range of different languages, And the first iteration of this functionality was only available in English, but in this release, AgentForce SDR can now generate intro emails, nudges, and replies in French, Italian, German, Spanish, Japanese, and Portuguese, as well as English. And when you use agent builder, you can now test how your agent generates these emails against specific Salesforce records to make sure that they are grounded within the correct context of, the information that's stored in Salesforce. Next up, Salesforce are introducing AgentForce deal agent, which is here to handle time consuming tasks with progressing or closing a deal. This agent is grounded in your CRM data such as opportunities and notes and uses this context to recommend, actions that should be taken. Out of the box, the agent requires approval for these updates, but it can be configured to make updates automatically to key fields such as next step and stage. And for those of you eagle eyed in the audience, you can see I've used a generic screenshot because this feature is so new. I couldn't get my hands on it just yet, but it will be available from June 2025. Next up, we are gonna talk about Einstein Activity Capture, and this is a functionality you might have come across before. And perhaps you came across the limitation that records weren't reportable and you couldn't put Salesforce automation on top of them. From this release, that is set to change. When you have sync email as Salesforce activity enabled, email interactions are captured natively within the Salesforce platform as activity records. That means you can now use your email data in workflows, triggers, and automation, report on it natively, and enable access to it via the Salesforce APIs. When sync email as Salesforce activity is enabled, you can match a synced email to the correct contact account or opportunity with the new activities match email to records flow. You can also match a synced email to a custom object instead of an account or opportunity by customizing the flow. As a result of these changes, the previous iterations of this functionality, being activity three sixty reporting, activity metrics, and the activities analytics dashboard will be retired in summer two thousand twenty six. Don't forget Salesforce is also retiring Salesforce for Outlook in December 2027. So jumping into Service Cloud now, AgentForce is not just for your customers or external users. You can use the new AgentForce employee service template for your users to check their annual leave balance, submit expenses, update payroll details, and update their profile. Also within service cloud and the whole agent force realm, this is actually teased during TDX. You can now use custom lightning components for the UI interface when corresponding with agents. This way, customers can get responses as rich text cards in the format that they expect, and this can be used for both agent responses and input. And you can see here I've got a version that's expecting the the customer to input the details, into the action. And next up, within kind of core service cloud, Salesforce have made some changes. So with email to case, you can now notify your senders if an email can't be processed by Salesforce. And the lightning editor for email composers, which is illustrated here as new, is now generally available and includes full screen mode, printing, undo, redo, emojis, and more. Salesforce are pushing this out as a release update currently with no enforcement date. So if you have an old.org, you'll need to turn this on from release updates. But don't worry. If you turn it on and things don't work out, you can turn it off in the same way. So let's just recap with the release updates that Salesforce are enforcing within this release before we jump into a brief q and a. So firstly, they're changing the way that some, record components work within Experience Cloud in Aura sites, so be sure to check out that update if you are using Experience Cloud and specifically have any CSS overrides for those components. They are enabling the secure roles behavior and update sharing group references in sandboxes, and we'll be pushing out an update for production orgs at a later point. They're changing how Process Builder evaluates criteria based on original record values. But, hopefully, by this point, you would have migrated away from Process Builder to to Flow instead. They are migrating users from classic knowledge to lightning knowledge. They are retiring various versions of the API versions. They are enforcing increased security with trusted URLs being used to allow specific, CSP directives, and they are also planning changes to SAML. And so some customers may also need to verify their SAML integrations. And as well as all of this, which you can see, in more detail in my article about how to prepare, They're also running a staged rollout of the ICU local locale format changes as well. Amazing. Thank you so much, Tom. And, again, a huge thank you to Salesforce for sponsoring today's session. With Salesforce Foundations, you can now drive more efficiency and innovation by expanding your existing CRM with key features of Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, and Agent Force. If you're interested in foundations and want to learn more, do follow the QR code for resources on getting started. Fab will, leave this up on the screen then, Tom, before whilst we move into q and a. Perfect. Thank you. So we did have, a question from Kimberly. Do we have to change the send email process to the new send email process? Yeah. So I got my hands on with this in Salesforce flow, a couple of days ago. So to get access to the new action, you need to make sure that you're using the latest version of the API within the Salesforce flow. So when you create a flow, it will default to the latest version. And another thing that you can do with this new action, if you go kind of right to the bottom of the page under advanced, you can actually revert it back to the old style action if you wanted to. But that would be a way to kind of toggle between the new version and the old version if you were wanting to make, like, a staged, transition between the two. Maven. Thank you. Another one here. I can't see get related records, in my summer twenty five environment. How do I enable this? Yeah. So, good thing is you're not alone there. I can't see it either. I tried to get my hands on it, but I had to borrow the screenshot from Salesforce because it isn't quite there yet as part of this release. I would expect it to be available within the next, couple of weeks as Salesforce continue to push out summer twenty five to more, environments. Amazing. What feature are you most likely to use from the highlighted? Well, you know, I'm a bit of a flow natic. So probably the majority of those flow features, I will use, in particular, the debugging. And I like the fact that I can search the debug log to look for a specific thing. So I think that'll be great. And, also, once it's available, the get related records because that's gonna save me a bunch of time with having to get records previously by object. I can now potentially get them all in one file swoop, and do things a little bit more efficiently. So those are the two, I think. Nice. Thank you. What is the availability for Einstein activity capture sync email as Salesforce activity? Yeah. So within this release, Salesforce are targeting this, new functionality for new Einstein activity capture, customers. So that's if you haven't already got Einstein activity capture turned on, you'll be able to use that from this release. They are targeting a migration path within a later Salesforce release, and this feature does require add on licenses as well. So do check out the release notes on Salesforce help to get a full list of those licenses that you need to be able to take advantage of this new functionality. Amazing. Thank you. And I think this is the last, question for now. How can I improve the deliverability of emails from Salesforce reports and dash board subscriptions? Yeah. So the great thing about this upcoming tip is that it will help improve email deliverability of all emails from Salesforce. So if you set up what's called a DKIM key, from Salesforce setup, get your IT team to add that on your email server, that should help to improve the deliverability of emails from Salesforce as a first step and reduce the likelihood of those emails accidentally landing in your spam folder, instead. Amazing. That is all the questions that we have for today. Thank you so much, Tom, for, your time and, yeah, for sharing, all of these, features as well. And thank you everyone in the audience for joining us today. As I mentioned, the recording of this session along with the slides will be sent in the follow-up email, and you should expect that within the next two days. Great. Well, thanks everyone for joining us. I hope this was a useful session, and we'll see you in the next one. Bye. Bye.