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The Salesforce Winter ’25 release is around, release notes are available, and the sandbox preview started on 30th August 2024. Now, it’s time to gather all the info on the new enhancements and upgrade our preview instances. So, let’s dive into the advanced features the Winter ’25 Salesforce release brought us.
Here are some outstanding features for Salesforce Admins in the Winter ’25 Release
1. User Management enhancements
- Enhanced User Access Summary
The User Access Summary got even better in the Winter ’25 release. Now, you can see a new row-level action called “Access Granted From” to know how each permission was granted. This feature saves you time from running queries or navigating multiple pages. Additionally, you can edit key fields directly on the User Access Summary, making user management more efficient.
- Streamlined Object Access
The Salesforce admins can find a new summary in Object Manager that shows info on permission sets, groups, and profiles that grant access related to specific objects. This feature makes managing CRUD access much simpler and more transparent.
- Advanced User List View
Salesforce introduced inline editing to the User list view. By enabling the “Enhanced User List View” on the User Management Settings page, you can use a revamped list view with extended capabilities like search, pinning, and filtering, alongside inline editing for quicker updates.
- Better Management of Public Groups and Queues
Now, we can use the description field to add more context and organization to the public groups. Also, we can handle public group membership using search, besides managing up to 100 members directly from the Public Group Summary.
2. Simplified Sandbox Management
Using My Domain login URLs, you can now log in to your sandboxes directly from the setup page. This new update in the Winter ’25 Release makes it easier to monitor your sandboxes without using the instance-specific URLs. Furthermore, the forced login via URL parameters is currently disabled to improve security by avoiding direct logins without a standard authentication process. Check if your integrations rely on this method and update them to avoid interruptions in the operations.
3. New Centralized hub: Sales Cloud Go
The Salesforce brought all the Sales Cloud features to one spot called Sales Cloud Go. You can explore, activate, and manage all the essential Sales Cloud functionalities tailored to your edition and licenses via Sales Cloud Go. Not just that, you can use advanced features, view detailed information, and even purchase add-on licenses directly on this interface. Sales Cloud Go is available in Lightning Experience (Pro Suite, Professional, Unlimited, Einstein 1, Enterprise, Performance, and Sales Editions). Start using Sales Cloud Go by selecting Setup or Gear menu or the Quick Find on the Sales Setup Search option.
4. App Building Enhancements
The Winter ’25 release adds Dynamic Highlights Panel and Conditional Formatting features to app building. You can drag the fields directly from the fields tab, configure key fields in setup, customize up to 12 fields, and make necessary adjustments in Lightning App Builder. This feature offers a better user experience with a responsive design interface.
Conditional Formatting is another promising feature from the Winter ’25 Release that aids you in applying rules-based Formatting to fields to make key data stand out with icons and colors based on defined criteria; also, manage rules in Object Manager by using either new Conditional Field Formatting Node or selecting “Edit Rules.”
5. Lightning Reports and Dashboards
The admins can define the calculation, and Einstein recommends a suitable formula that is relevant to the data. You can use this feature to add the calculated fields to the Lightning reports using Einstein Generative AI available on Lightning Experience Editions with Einstein 1 Sales Edition/Einstein 1 Service Edition and the DC Report GPT add-on. Also, the Custom Report Types (Beta) enables you to manage custom fields, identify specific report types, create your own list views of your custom report types, edit report details, and update object relationships on the summary page. Another important and useful enhancement in the Salesforce Winter ’25 Release is Data Cloud reports. Users can directly generate reports from calculated insights or data model objects without returning them to the Reports Tab, as they did before.
6. Latest Screen Flow Features
Use these new features,
- Action Buttons- To update the screen with real-time results by triggering auto-launched flows from the screen,
- Repeater Component- To modify collections in a screen flow by prepopulating data and
- Choice Lookup Component- To select up to 25 choices using the Choice Lookup component.
Other New features:
- Flow Orchestration features enable you to manage steps with options to copy, paste, reorder the steps in process management, and tailor the flow orchestration Work Guide based on your workflow needs.
- Copy Field Enrichment on Data Cloud supports you in applying filters to copy only relevant records, optimizing data enrichment, and conserving credits.
- AI enhancements like Einstein for Formulas (Beta) can generate formulas using Einstein’s AI capabilities, simplifying formula creation. Also, the option to edit Einstein-Created Flows helps you modify or start over with flows created by Einstein directly in Flow Builder.
- The above-mentioned Winter ’25 Release features are some of the important ones you should know about. Please look at the Salesforce Release Notes and follow us for more updates on the Winter ’25 Release to stay one step ahead with Salesforce.