As a certified Salesforce Partner, it’s our job to know about how the platform is developing so that we can continue to provide the best, most efficient custom solutions for our clients. Salesforce is undergoing massive changes. You can take the time to read about each of the Salesforce Spring ’25 Release Notes here, but we’ve summarized the ones we think are going to have the biggest impact on sales leaders below.
Ultimately, the purpose of Salesforce is to help scale sales growth. The company is really doubling down on that mission in 2025, with many features we hope will take sales teams to the next level.
Prospecting Center is designed to make it easier than ever to find your next customer using AI. This new tool allows you to determine signals and metrics that calculate intent, fit, and engagement scores in your Salesforce instance. Prospecting Center will allow you to extend your lead scoring to external systems like ZoomInfo or other data, and procurement tools, giving you the ability to rank prospects based on data inside and outside of Salesforce with the use of data cloud. It also gives sales reps the ability to customize this at their own preference, compared to traditional lead scoring models that are built systemwide.
There are Industry Action Plans, Account Action Plans, and now Sales Action Plans. Newly implemented from feedback on the IdeaExchange, Sales Action Plans can be associated with accounts, cases, campaigns, contacts, contracts, leads, or opportunities. This will allow teams to have greater transparency and accountability in optimizing deals throughout the sales process. At Concept, we’ve helped countless sales teams build custom account planning and ‘Account Management' solutions inside Salesforce. Now, sales account planning is an out-of-the-box feature. This saves time, resources, and cost when comparing implementing an out-of-the-box feature rather than needing to develop a custom solution.
You can access sales action plans by clicking Action Plans from the objective’s Strategic Tracker in the Sales Account Plan.
Sales Account Plan objectives can now update automatically as your team makes progress toward a particular goal. Users simply need to define the fields, objects, or other conditions that define the goal and then select the records that need to be tracked. While goal tracking isn’t new, previously you had to manually edit objective values. Now this information is updated daily based on activity defined in the account plan they can now also be changed quickly, rather than needing to be completely rebuilt. We think that this will make reporting on goals much easier for sales teams, allowing SDRs to focus on how to optimize the sales process instead of simply identifying weak spots.
In Beta as of this article’s publication.
Get immediate high level insights or relevant information by running flows that launch automatically in the background when the input values associated with the screen change. This was previously accomplished manually with the action button.
For example: In the past, when closing an opportunity, you needed to click a button to send that opportunity to your ERP for order processing. Now, when a sales rep moves an opportunity to closed one, a responsive screen can pop up, asking the sales rep for any additional needed information to push that opportunity into their ERP as an order. It saves steps/clicks and creates a more guided, consistent experience for users.
The Salesforce team has rolled out a number of updates to their user experience that are designed to make workflows both faster and simpler. Here are a few we’re excited about:
If you’re syncing leads from LinkedIn Lead Forms to Salesforce, you must manually disconnect your LinkedIn account, reconfigure the feature by enabling a new setting, and then reconnect your account. Otherwise, LinkedIn leads will stop syncing when LinkedIn retires its legacy Ads Lead Sync APIs on December 16, 2024. This update is available starting in Winter ‘25.
In Beta as of this article’s publication.
Customize branding with improved custom themes I Salesforce Lightning Design System 2. Those who made custom themes in SLDS will need to re-create them in SLDS 2, as they are not carried over. Furthermore, the app in use must support SLDS2 in order for the new theme to be displayed.
Staying on top of Salesforce updates and industry trends is essential for businesses looking to maximize their CRM investment. Whether you’re navigating new features, optimizing workflows, or integrating third-party tools, having expert guidance can make all the difference.
Our Salesforce consulting team is here to help you get the most out of your platform. If you’re unsure whether your Salesforce instance is performing at its best, now is the perfect time for a check-up with one of our dedicated Salesforce Engineers.
Learn more about our Salesforce Consulting Services today and let our CRM experts identify opportunities to streamline processes, enhance user adoption, and drive better results for your business.