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Spring '25 Salesforce Features: AI, Flows, and User Management Updates
Today on the Salesforce Admins Podcast, we talk to Jennifer Lee, Lead Admin Evangelist at Salesforce and the host of How I Solved It and Automate This!
Join us as we chat about everything coming with the Spring '25 release and what's new for Agentforce and AI on Salesforce.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Jennifer Lee.
Jen's highlights from the Spring '25 releaseEvery year, Jen's release readiness blog post is our most popular piece of content. So I thought I'd bring her on the pod to talk about Spring '25 so we can hear it straight from the source. She shares [number] areas where there will be big changes:
1. Agentforce for all with Salesforce FoundationsWith Spring '25, more orgs than ever before will get access to Agentforce for free with Salesforce Foundations. This is a game changer for smaller orgs and solo admins, allowing you to use AI to harness the power of the Sales, Service, and Marketing Clouds to transform your business.
One thing Jen wants to highlight is the ability to add agent quick actions right on a record page. Prompting is an art, but sometimes your users just need the AI to do the thing. Now you can give them a magic button to give the agent the correct prompt.
If you have Einstein Bots, you can easily convert them into templates for agents to save some steps getting started with Agentforce.
2. Einstein AI for flowsFor the flownatics out there, there are a ton of new ways that AI enhancements in Spring '25 can help you build flows. You can describe what you want a formula or flow to do, and Einstein will build it for you. While you'll need to go in and iron out the details, it can get you 80% of the way there. No more googling to look up how to write a specific formula.
If you're like most admins, your Salesforce org is probably full of flows that you didn't build yourself. With Spring '25, you'll be able to get Einstein to summarize what they do, which makes documentation and debugging much easier.
3. User management made easyMeanwhile, there are several user management changes coming in Spring '25 aimed at minimizing clicks and making permissions easier to manage. The group summary page lets you view all the sharing rules and list views in one place, so it's much simpler to figure out why someone can see something but someone else can't.
4. Better screen flows in Spring '25Action buttons let you automatically trigger a flow when your user clicks a button, but what if you could pull up the output without any other user interaction? That's where screen flows come in. For example, when your user selects a contact you can automatically pull up the associated cases or opportunities.
How to get ready for a Salesforce releaseJen's advice for going through release notes is to start with your org. What features do you rely on? Search through the release notes for those things, specifically, and make sure you know what's new and what's changing.
Two things that will affect every org are security updates and release updates. These security and performance enhancements will improve your org across the board, so be sure you know when they'll be enforced and how to test them. Remember, a sandbox org is your best friend.
There's a lot more great stuff from Jen to get ready for Spring '25, so be sure to listen to the full episode. And don't forget to subscribe to the Salesforce Admins Podcast.
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