Author: sammathie

The highly anticipated Salesforce Spring ’25 release is here, bringing with it a game-changer for how organisations manage approvals. Gone are the days of rigid approval workflows that only allowed specific naming of approvers. Salesforce’s new Flow types are designed to handle the more varied and real world scenarios we see within our businesses.  

What’s New and How Does it Benefit You?  

Let’s dive into the core enhancements that will empower your operations:  

1. Launch Approvals that make sense to approvers and requestors: Historically, Salesforce offered the ‘Submit for Approval’ button out of the box and as we know this was not directly customizable to a business need. Much of the ability to customize this process was a dark art. With the new approval functionality, we can leverage the power of Flow, custom buttons and lightning page layouts to deliver a truly tailored and optimized experience. Ever wanted to ask the user for additional information that actually supports your ability to approve during submission? Ever wanted to validate the approver was in the building for a quick turnaround, or choose an alternative approver based on real time data?  It’s all possible with the new approval tool.  

2. Trigger approvals at the right time and prompt when needed: Record triggered approvals appear when they should. You won’t need to rely on users to hit submit. Approvers will be notified at the right time based on a stage change or a data capture moment. Don’t worry, you can still require a user prompt as mentioned above, but if/when needed you can let Salesforce do the heavy lifting.   

3. Sophisticated Stage and Step Management: The real power of these new Flow types lies in their ability to define clear stages and steps. This provides unprecedented control over your approval hierarchy:  

• Multi-step Processes: Design complex approval paths with multiple steps within each stage, and trigger those stages based on the system data you choose. With the approvals now being Flow based, we have access to a much wider set of data to act upon 

• Sequential or Parallel Execution: Choose whether steps run one after another or simultaneously, optimising for speed or thoroughness. Those of you familiar with CPQ Advanced Approvals will know this was a big selling point of the solution. Now it’s standard! 

• Embed Existing Flows to support your approvals: You can even embed other Screen Flows (for user interaction) or Autolaunched Flows (for background automation) within these stages, creating truly comprehensive workflows that not only provide guardrails but support complex follow on action 

• Customisable Entry Criteria: Set precise conditions for when an approval step should begin, ensuring the right people are involved at the right time.  

A Xenogenix Advantage  

At Xenogenix, we are incredibly excited about these new Flow Approval Orchestration capabilities. They provide us with even more robust tools to design, implement, and refine custom solutions tailored to your unique business requirements. Whether you’re looking to simplify expense approvals, automate contract sign-offs, or streamline complex project initiations, these new features offer the flexibility and power to achieve your goals.  

Ready to Optimise Your Approvals?  

The Salesforce Spring ’25 release brings a new era of approval management. Get in touch with us today to discuss how these powerful new features can be leveraged to further optimise your Salesforce environment, reduce bottlenecks, and drive greater operational efficiency. Let’s unlock the full potential of your Salesforce investment together!  

In Summary:

• Salesforce ICU Locale Rollout: Summer ’25 brings a final push for International Components for Unicode (ICU) locale formats, standardizing date, time, currency, and address displays for global consistency.
• Prevent Inconsistencies & Errors: Understand the potential for ParseException errors, UI discrepancies, and Apex failures if older components aren’t updated to match ICU formats.
• Strategic Migration & Expert Support: While no immediate rush, a thorough review of your org’s custom code and integrations is crucial for a smooth transition, with Xenogenix offering expert guidance and testing.

The Salesforce Summer ’25 release is on the horizon, and with it comes a subtle yet potentially impactful update: the continued rollout of ICU (International Components for Unicode) locale formats. Introduced in Winter ’20, these formats are now the default for newer orgs, and Salesforce is making a final push to encourage adoption across the platform.

What are ICU Locale Formats?

ICU is a widely adopted set of libraries providing Unicode support, software internationalisation, and software localisation. In Salesforce, enabling ICU locale formats changes the way dates, times, currencies, and addresses are displayed, aiming for greater international consistency.

Is Your Org Already Using ICU?

The easiest way to check is to navigate to Setup > Company Information and look at the Locale Formats field. If your org was created in Winter ’20 or later, it’s likely already enabled.

The Summer ’25 Push: What You Need to Know

Salesforce is scheduled to attempt enabling ICU formats one last time during the Summer ’25 release for orgs that haven’t yet made the switch. If you want to defer this change, you need to act now:

1. Go to Setup > User Interface.
2. Deselect the “Enable ICU locale formats as part of the scheduled rollout” checkbox.

If this final attempt by Salesforce fails, you’ll need to manually enable the feature when you’re ready.

Manual Enablement: Proceed with Caution

You can manually enable ICU formats via Setup > Release Updates. However, even if your components’ API versions aren’t updated to 45.0 or higher, you can still enable it. This is where potential inconsistencies can arise.

• Inconsistent User Experience: Custom UI components or older Visualforce pages (API version 44.0 or earlier) will continue to use the older JDK (Java Development Kit) locale formats, while standard UI components will display the new ICU formats. This can lead to a confusing and inconsistent experience for your users.

Impact on Managed Packages:

If you rely on managed packages with Apex Classes, Apex Triggers, or Visualforce Pages below version 45.0, only the package owners can update these components. Ensure you check with your package providers for compatibility with ICU formats and install updated versions if necessary.

Technical Deep Dive: Potential Pitfalls

Updating a component’s API version (and having ICU enabled) will make it use ICU. However, neglecting to update others can cause issues:

• Visualforce Page Errors: Users making inline edits on older Visualforce pages might encounter “ParseException: Invalid Date and Time” errors due to differing date/time format expectations (e.g., dd-mm-yyyy vs. mm-dd-yyyy).
• UI Format Discrepancies: Users will see different formats for dates, times, currencies, and addresses across different UI elements depending on their API version.
• Apex Process Failures: Apex code that relies on specific date string formats from the JDK might fail when encountering dates in the new ICU format. This is particularly relevant for integrations where date formats are passed as strings from external systems.

Long-Term Implications:

While no immediate issues are anticipated for orgs that don’t enable ICU after Summer ’25, Salesforce is analysing the long-term implications of remaining on JDK formats. We currently don’t know what these implications might be.

Should You Enable ICU? Our Recommendation

There’s no immediate rush to enable ICU locale formats after the Summer ’25 release if you haven’t already. However, if you choose to do so, a thorough review of your codebase is crucial to identify and address any potential compatibility issues, especially with custom components and integrations.

Next Steps with Xenogenix:

Navigating this transition requires careful planning and execution. Xenogenix can help:

• Assess your org’s readiness for ICU.
• Identify potential compatibility issues in your Apex code, Visualforce pages, and integrations.
• Develop a comprehensive testing and migration strategy.
• Provide expert guidance and support throughout the enablement process.

Don’t let the Summer ’25 ICU update cause unexpected disruptions. Contact Xenogenix today for a consultation to ensure a smooth and successful transition.

What you will find in this blog:

• Key Summer ’25 Dates: Learn the essential timeline for sandbox preview and production release.
• Sandbox Prep Guidance: Understand why and how to prepare your testing environment.
• Xenogenix Support: Discover how we can help you navigate the update.

The countdown is on! Salesforce is gearing up for the exciting Summer ’25 Release, bringing a host of new features and enhancements designed to empower administrators. At Xenogenix, we know how crucial it is to plan ahead. This post breaks down the key Summer ’25 release dates and highlights the must-know admin features, along with how our expert team can ensure a smooth transition for your organisation. 

The Salesforce Summer ’25 Release Timeline: Get Prepared! 

Just like the team at Salesforce, we want to ensure you’re ready every step of the way: 

• Now – May 8th: Get Your Sandbox Ready! This is the crucial window to request or refresh your sandbox environment to get early access to Summer ’25. Don’t delay – a refreshed sandbox is your playground for testing!  

• How Xenogenix Can Help: We can guide you through the sandbox refresh process and advise on best practices for setting up your testing environment. 

• May 9th: Sandbox Preview Begins! Dive into the Summer ’25 goodness in your refreshed sandbox. Explore the new features and identify any potential impact on your current setup.  

• How Xenogenix Can Help: Our consultants can provide a guided tour of the key admin features in your sandbox, highlighting areas relevant to your specific org and helping you identify testing priorities. 

• May 16th, June 6th, June 13th: Production Release Weekends: These are the dates when your live Salesforce environment will be upgraded to Summer ’25. The specific date for your org will be visible in your Trust Status page.  

• How Xenogenix Can Help: We offer proactive health checks before and after the production release to ensure a smooth transition and address any unforeseen issues. 

• June 2nd: Release Readiness LIVE Broadcast: Salesforce experts will be showcasing the key features and answering your questions. It’s a great opportunity to learn directly from the source.  

Key Admin Features to Watch in Summer ’25: 

Based on the early buzz, here are some admin-centric highlights you won’t want to miss: 

• Salesforce Go: Your In-App Feature Discovery: Simplify onboarding and feature adoption with this new in-app guide, making it easier to find and set up new Sales Cloud functionalities. 

• Enhanced List View Dropdown: Navigation within List Views is becoming more intuitive with an improved dropdown menu, making it faster to find and switch between views. 

• Streamlined Report & Dashboard Subscriptions: Admins gain more control with the ability to set a single, org-wide email address for subscription notifications. 

• Efficient Object Permission Management (Access Summary): Save valuable time with the ability to mass-update object permissions across profiles and permission sets from a central location. 

• Continued Flow Builder Evolution: Expect further enhancements to the Flow Builder interface and functionality, making automation even more powerful and user-friendly. 

Xenogenix: Your Partner for a Successful Summer ’25 Transition: 

Navigating a Salesforce release can be exciting but also requires careful planning. Xenogenix is here to be your helping hand throughout. We offer a comprehensive suite of services to ensure you’re fully prepared for the Summer ’25 update and can leverage its new capabilities effectively. 

Don’t let the Summer ’25 Release catch you off guard! Contact Xenogenix today for a consultation to discuss your sandbox strategy, training needs, and post-release support. Let us help you make the most of the latest Salesforce innovations. 

Find Out More

If you’d like tofind out more about how we can guide you through this release or have any ther questions just fill out the form below and one of the team will be in touch shortly.

In Summary:

• Identify Hidden Potential: The health check uncovers inefficiencies and missed opportunities in your Salesforce setup.
• Actionable Recommendations: You’ll receive a detailed report with clear steps to optimise your system.
• Expert Guidance for Success: Xenogenix provides tailored solutions and support to maximise your Salesforce ROI.

Your Salesforce platform is more than just a tool; it’s the backbone of your operations. But is it truly performing at its peak? Like any complex system, Salesforce can accumulate inefficiencies, outdated configurations, and missed opportunities over time. That’s where a Salesforce Health Check comes in. At Xenogenix, we understand the intricacies of Salesforce and offer a detailed health check to unlock your system’s hidden potential and drive tangible results. 

The Silent Saboteurs: Common Salesforce Challenges: 

Many businesses are unaware of the subtle issues hindering their Salesforce performance. These can include: 

• Data Inconsistencies: Duplicate records, inaccurate data, and inconsistent formatting can lead to skewed reports and flawed decision-making. 

• Workflow Inefficiencies: Outdated processes, redundant steps, and lack of automation can slow down your teams and impact productivity. 

• Security Vulnerabilities: Misconfigured permissions and inadequate security protocols can expose your sensitive data to risks. 

• Integration Issues: Poorly integrated systems can create data silos, hindering collaboration and impacting overall efficiency. 

• Missed Feature Opportunities: Salesforce is constantly evolving, and you might be missing out on valuable new features and functionalities that could significantly boost your operations. 

Why Choose a Salesforce Health Check with Xenogenix? 

At Xenogenix, we’re not just another Salesforce partner. We’re a Platinum partner with a deep understanding of the platform and a commitment to delivering exceptional results. Our Salesforce Health Check is a detailed analysis designed to: 

• Identify Critical Issues: We’ll pinpoint any data inconsistencies, workflow inefficiencies, security vulnerabilities, and integration problems that are hindering your system’s performance. 

• Provide Actionable Insights: You’ll receive a detailed report with clear, actionable recommendations for optimising your Salesforce setup. 

• Unlock Hidden Potential: We’ll help you discover new features and functionalities that can streamline your operations and drive growth. 

• Ensure Long-Term Success: We’ll provide guidance on best practices and ongoing optimisation strategies to ensure your Salesforce platform continues to deliver results. 

Our Process: A Thorough and Tailored Approach: 

Our Salesforce Health Check is a meticulous process that includes: 

• Initial Discovery: We’ll begin with a thorough understanding of your business objectives and current Salesforce setup. 

• System Analysis: We’ll conduct a detailed analysis of your data, configurations, workflows, and integrations. 

• Security Assessment: We’ll evaluate your security protocols and identify any potential vulnerabilities. 

• Performance Evaluation: We’ll assess your system’s performance and identify areas for improvement. 

• Detailed Report and Recommendations: You’ll receive a full report with actionable insights and recommendations tailored to your specific needs. 

The Xenogenix Advantage: 

• Platinum Partner Expertise: We possess deep knowledge and experience in Salesforce implementation and optimisation. 

• Tailored Solutions: We understand that every business is unique, and we provide customised solutions to meet your specific needs. 

• Proven Track Record: We have a history of delivering successful Salesforce projects and driving tangible results for our clients. 

• UK Based Experts: Our team are based in the UK, understanding the UK business market. 

Don’t Let Your Salesforce Hold You Back. Take Action Today! 

Is your Salesforce platform truly working for you, or is it working against you? Don’t leave your business growth to chance. Schedule your free, no-obligation Salesforce Health Check with Xenogenix today and discover the hidden potential of your system. 

Want To Find Out More?

If you’d like to arrange your free healthcheck just fill out the form below and one of our experienced consultants will be in touch shortly.

In Summary:

• AI-Powered Efficiency: Certinia is increasingly integrating AI, including Einstein Copilot, to automate tasks, improve forecasting accuracy, and enhance decision-making across services organizations.
• Enhanced Resource Management: Recent updates focus on streamlining resource allocation, shortlisting, and demand-side resourcing, leading to better project staffing and improved forecast accuracy.
• Improved Operational Performance: Certinia’s releases aim to boost efficiency with features like automated timecard suggestions, improved estimate builders, and enhanced financial tracking, ultimately driving scalability and customer satisfaction.

When a new Certinia release is available, it doesn’t update your system automatically. While this may seem inconvenient at first, it actually provides businesses with greater control over their environment. At Xenogenix, we help you make the most of these releases by ensuring a smooth and risk-free upgrade process. 

Why Certinia Updates Require a Hands-On Approach 

Unlike some cloud-based platforms that push automatic updates, Certinia provides a structured upgrade process to prevent disruption. Here’s why this approach benefits your business: 

1. Business Continuity – Automatic updates can introduce changes that impact functionality. A managed approach ensures updates are applied at the right time. 

2. Feature Control – Not all new features are necessary for every organisation. A hands-on approach allows businesses to enable only the features that add value. 

3. System Compatibility – Ensuring that integrations and customisations remain functional is crucial before applying updates. 

How Xenogenix Supports Your Certinia Updates 

• Pre-Upgrade Assessment – We analyse release notes and evaluate potential impacts on your business. 

• Testing & Validation – We test new updates in a controlled environment before rolling them out. 

• Feature Enablement – We activate only the features that align with your business needs. 

• Ongoing Support – We monitor performance post-upgrade to ensure everything runs smoothly. 

With Xenogenix, you get the best of both worlds—access to new Certinia capabilities without the risks of automatic updates. 

Want to find out more?

If you would like to find out more about how we can help you with your Certinia needs then fill out the form below and one of our consultants will be in touch shortly.

In Summary:

• Xenogenix Achieves Platinum Partner Status: This highlights the significant milestone and the central theme of the announcement.
• Recognition of Expertise and Commitment: The Platinum status acknowledges Xenogenix’s exceptional Salesforce knowledge, consistent high performance, and dedication to client success.
• Enhanced Client Benefits: This achievement allows Xenogenix to provide even greater expertise, resources, and support to its Salesforce customers, reinforcing their commitment to driving client success.

At Xenogenix, we’re excited to announce a major milestone: we’ve officially achieved Platinum Partner status as a Salesforce Consulting Partner!

This prestigious recognition is awarded to partners who demonstrate exceptional expertise, consistent performance, and an unwavering commitment to customer success. Reaching this level is a testament to the hard work of our talented team, our strong collaboration with Salesforce, and, most importantly, the trust and support of our incredible customers.

Our CEO David Ryles says “Achieving Platinum Partner status is a tremendous milestone for Xenogenix. It reflects the hard work, expertise, and dedication of our team, as well as the trust our customers and partners have placed in us. This recognition highlights our commitment to delivering exceptional solutions and driving success for businesses using Salesforce. We’re proud of what we’ve accomplished together and excited for the opportunities this new chapter brings.”

A Thank You to Our Customers and Partners

This achievement wouldn’t have been possible without our customers and partners. Whether you’ve worked with us on a project, relied on our managed services, or recommended us to others—thank you for being part of our journey. Your success fuels ours, and we’re proud to continue growing together.

What’s Next?

As a Platinum Partner, we’re doubling down on our commitment to innovation, collaboration, and delivering exceptional outcomes. Whether you’re looking to optimise your Salesforce platform, explore new tools, or tackle your next big project, we’re here to help.

Thank you for your continued trust in Xenogenix. We’re excited to see what we can achieve together in this next chapter.

Let’s keep driving success!

Contact us today to learn how we can support your Salesforce journey.

In Summary:

• AI-Powered Automation: Agentforce streamlines sales and service operations by automating routine tasks and freeing up teams for high-value activities.
• Enhanced Customer Experience: The platform provides personalized and efficient service through AI-driven recommendations and a 24/7 AI-powered virtual agent.
• Data-Driven Insights: Agentforce leverages natural language processing and machine learning to analyse customer interactions, identify trends, and provide actionable data for informed decision-making.

As a Salesforce Gold Partner, we’re excited to introduce you to Agentforce, a revolutionary AI-powered platform designed to streamline and enhance your sales and service operations. 

Key Benefits of Agentforce: 

• Enhanced Productivity: Automate routine tasks, freeing up your team to focus on high-value activities, such as building relationships with key accounts and closing deals. 

• Improved Customer Experience: Provide personalised and efficient service with AI-powered recommendations. Agentforce analyses customer interactions to understand their needs and preferences, allowing your team to offer tailored solutions and anticipate their requirements. 

• Increased Sales Efficiency: Generate leads, qualify prospects, and close deals faster with AI-driven insights. Agentforce can help you identify high-potential leads, prioritise your pipeline, and optimise your sales process. 

• Data-Driven Decision Making: Gain valuable insights into your sales and service performance with advanced analytics. Agentforce provides actionable data to help you identify trends, measure success, and make data-driven decisions. 

How Agentforce Works: 

Agentforce leverages natural language processing and machine learning to: 

• Understand customer interactions: Analyse conversations to identify key topics, sentiment, and intent. 

• Provide intelligent recommendations: Suggest next best actions, products, or services based on customer data and historical interactions. 

• Automate routine tasks: Handle tasks like lead qualification, appointment scheduling, and email follow-ups, freeing up your team to focus on more strategic activities. 

Key Features of Agentforce: 

• AI-powered virtual agents: Engage with customers 24/7 and provide instant support. 

• Intelligent routing: Automatically route leads and cases to the most appropriate agents based on skills, availability, and customer preferences. 

• Knowledge base integration: Access relevant information and provide accurate answers to customer inquiries. 

• Advanced analytics: Track key performance indicators (KPIs) to measure the success of your sales and service operations. 

Use Cases 

Are you still on the fence about whether Agentforce is right for your organisation? Take a look at these use cases to see how it can have a positive impact on how your business operates. 

Sales Use Cases 

• Lead Generation and Qualification: Agentforce can help you identify high-potential leads, prioritise your pipeline, and automate lead qualification processes. 

• Sales Enablement: Provide your sales team with AI-powered recommendations, personalised content, and insights to help them close deals faster. 

• Sales Forecasting: Use Agentforce’s analytics to accurately forecast sales performance and identify opportunities for improvement. 

Service Use Cases 

• Case Routing and Assignment: Automatically route cases to the most appropriate agents based on skills, availability, and customer preferences. 

• Knowledge Base Integration: Provide agents with instant access to relevant information and answers to customer inquiries. 

• Customer Self-Service: Enable customers to find answers to common questions and resolve issues independently through AI-powered chatbots or virtual assistants. 

Ready to unlock the power of Agentforce? 

Contact us today to learn more about how Agentforce can revolutionise your sales and service operations. 

In Summary:

• Enhanced Flexibility & User Experience: Winter ’25 expands Dynamic Forms and Actions to more objects, and the wider rollout of Lightning Web Runtime (LWR) promises faster, more responsive Lightning pages for all users.
• Powerful Automation & Data Management: Flow Builder receives significant improvements with new debugging tools and expanded triggers, while enhanced Data Masking offers greater control over sensitive information in sandbox environments.
• Simplified Administration & Security: The release introduces the Permission Set Object Summary for easier permission management and provides more granular control over Multi-Factor Authentication (MFA) enforcement for improved security.

The Salesforce Winter ’25 release brings a range of exciting enhancements that apply across all orgs, offering powerful tools to improve efficiency, productivity, and user experience. Whether you’re using Sales Cloud, Service Cloud, or any other part of the Salesforce ecosystem, these updates are designed to streamline your operations and maximize your platform’s potential. Let’s dive into the key general enhancements available in Winter ’25. 

1. Dynamic Forms & Dynamic Actions: Now Supported Across More Objects 

Dynamic Forms and Actions continue to expand across the platform, offering greater flexibility in how you display fields and actions on Lightning pages. In Winter ’25, more standard objects—including Campaigns, Opportunities, and Orders—now support these dynamic features, allowing admins to conditionally display fields and actions based on user profiles or record criteria. 

This enhancement makes it easier to create tailored, clutter-free layouts that display only the most relevant information for your users, improving their experience and reducing complexity. 

2. Enhanced User Experience with Lightning Web Runtime (LWR) 

Salesforce is enhancing the user experience by rolling out Lightning Web Runtime (LWR) across more components, making your Lightning pages faster and more responsive. LWR offers optimized performance, quicker load times, and improved scalability, particularly beneficial for orgs with heavy customizations or a large number of users. 

This shift toward LWR provides smoother, faster interactions across the platform, making day-to-day operations feel more fluid and responsive. 

3. Flow Builder Improvements: More Power and Simplicity 

Salesforce Flow continues to get smarter and more powerful in Winter ’25. Notable updates include: 

• New Debugging Tools: Test and debug flows more efficiently with improved error handling and step-by-step guidance. 

• Triggered Flows for More Events: You can now trigger flows on more system events, such as when a user logs in or changes a password, offering broader automation capabilities. 

• Flow Builder Search Enhancements: Locate and manage your flow components faster with enhanced search functionality within Flow Builder, making it easier to scale automation across your org. 

4. Enhanced Data Protection with Expanded Data Masking 

Data security is more critical than ever, and Salesforce is stepping up its game with expanded data masking options. In Winter ’25, data masking extends to more data types and records, helping protect sensitive information such as Personally Identifiable Information (PII) across sandbox environments. 

This ensures that even as you test new features or train staff, you can keep sensitive data secure, reducing risk and improving compliance. 

5. In-App Guidance Enhancements 

Salesforce is making it easier to onboard users and drive engagement with In-App Guidance. In Winter ’25, you can now create more sophisticated in-app prompts, including step-by-step walkthroughs that guide users through complex processes. Additionally, new analytics provide insights into how users engage with these prompts, helping admins refine and optimize training and onboarding efforts. 

6. Multi-Factor Authentication (MFA) Enhancements 

With security always top of mind, Salesforce continues to bolster its MFA options in Winter ’25. Admins now have more granular control over MFA enforcement, with the ability to set different rules based on user profiles and environments (e.g., more stringent MFA policies for high-risk roles). 

MFA logging has also improved, making it easier to track MFA events and monitor security compliance across your org. 

7. Permission Set Object Summary 

Managing permissions just got easier in Winter ’25 with the introduction of the Permission Set Object Summary. This new feature enables admins to view and manage all permissions tied to objects within a single page. With a clearer, more centralized overview of permissions, it’s simpler to audit and adjust access controls across users and profiles. 

8. Dynamic Highlights Panel in Lightning App Builder 

The Dynamic Highlights Panel is an exciting new feature in Winter ’25, giving admins more control over how key information is displayed. With this enhancement, you can now set dynamic rules that determine what content appears in the Highlights Panel based on specific conditions, such as user profile or record type. This allows for more personalized and relevant views across your pages. 

Wrapping Up 

The Winter ’25 release is packed with features that enhance efficiency, streamline workflows, and improve the overall Salesforce experience. Whether you’re using the enhanced Flow Builder, leveraging the power of Lightning Web Runtime, or optimizing security with advanced MFA controls, these updates are sure to help your team work smarter, not harder. 

Take full advantage of these general enhancements across your org and unlock the full potential of your Salesforce platform! 

In Summary:

• Enhanced Data Management: The release introduces a duplicate prospect merge tool in Optimiser and expands content copying options to Salesforce CMS, helping maintain cleaner and more organized data.
• Improved Engagement & Personalisation: Leverage engagement data from forms and landing pages in Data Cloud for more personalised campaigns, and create more segments per business unit for targeted messaging.
• Workflow & Efficiency Boosts: Open system email links directly in the Lightning App for a smoother workflow, and gain more control over mass prospect deletions with the Table Action Manager.

The Winter ’25 release brings exciting new features to Account Engagement (formerly Pardot) customers. With expanded integration into Salesforce Marketing Cloud, enhanced data management tools, and improved workflows, these updates are designed to help you streamline your marketing efforts. Let’s take a closer look at the key enhancements. 

1. Access to Salesforce Marketing Cloud 

Account Engagement users can now unlock even more powerful marketing capabilities with access to Salesforce Marketing Cloud. This integration brings a seamless campaign creation process that leverages your historical Account Engagement activity, consent data, and existing assets. 

With this new functionality, you can create highly targeted campaigns based on past interactions, ensuring that your messaging is timely and relevant. Imagine the possibilities of combining the power of Salesforce’s data-driven insights with the flexibility and scale of Marketing Cloud! 

2. Find and Merge Duplicate Prospect Records 

Duplicate prospect records can clutter your database, leading to inaccurate reporting and ineffective campaigns. The new duplicate prospects tool is here to help. Located under the Optimizer, this tool automatically identifies duplicate records based on shared email addresses, so you can easily merge them and keep your database clean and accurate. 

By keeping your prospect information tidy and up-to-date, you’ll have better visibility into your marketing performance and be able to make more informed decisions. 

3. Open System Email Links in the Lightning App 

Efficiency matters, and with Winter ’25, you can now open Account Engagement system email links directly within the Salesforce Lightning App. No more switching between pardot.com and Salesforce—this update provides a more streamlined workflow, saving you time and reducing friction. Whether you’re reviewing email reports or working on campaigns, having everything accessible in one place will significantly enhance your productivity. 

The Winter ’25 release brings even more potential to your marketing strategies. Whether you’re excited about deeper integration with Marketing Cloud, cleaner databases, or a smoother Salesforce experience, these updates are sure to make a difference in how you work. 

Make the most of these features today and take your marketing to the next level! 

In Summary:

• Enhanced User Management: Streamlined user administration with features like inline editing in user lists and a consolidated User Access Summary page.
• Improved Reporting & Analytics: More efficient and insightful reporting with enhancements to Lightning Reports, including Einstein Generative AI for formulas, and a redesigned Custom Report Type layout editor.
• Powerful Automation: Continued improvements to Flow Builder, including new debugging tools and expanded trigger options, making automation more robust and user-friendly.

The Salesforce Winter ’25 Release brings a host of new features to Sales Cloud, designed to make forecasting, task management, and setup more efficient. Below are the most important updates your team can leverage to work smarter and improve sales performance. 

1. Enhanced Forecast Submissions 

In Winter ’25, sales reps can now submit their forecasts directly from the Forecasts Grid. This streamlined process makes it easier to update forecasts without jumping through multiple steps, helping sales managers get real-time visibility into the pipeline and improving overall forecast accuracy. 

Key Benefits: 

• Quick, in-line forecast submission. 

• Real-time updates for more accurate forecasting. 

• Simplified workflow for sales reps. 

2. Seller Home in Apps 

The introduction of Seller Home in the app provides sales reps with a centralised workspace. This home page is fully customisable and presents an all-in-one view of tasks, leads, opportunities, and other key sales information. It helps reps stay on top of their workload without getting lost in different views or apps. 

Key Benefits: 

• Centralised view of key sales activities. 

• Customisable to suit individual needs. 

• Streamlines daily sales operations. 

3. Judgment Enhancements for Forecasting 

With Judgment Enhancements, sales teams now have more flexibility when applying manual adjustments to forecasts. Sales managers can ensure that forecasts reflect their judgment, leading to more accurate predictions based on both historical data and real-world insights. 

Key Benefits: 

• Enhanced manual adjustments for better forecasting accuracy. 

• Align forecasts with real-world judgment. 

• Improved trust in forecasting data. 

4. Simplified Setup for Sales Cloud 

The Sales Setup Assistant has been revamped to provide a more guided, step-by-step experience. This feature helps administrators configure essential Sales Cloud tools quickly and efficiently. Whether it’s setting up new users or enabling key features, this simplified setup ensures that the platform is ready for action without the usual complexity. 

Key Benefits: 

• Guided setup process for faster onboarding. 

• Ensures key features are enabled from the start. 

• Reduces administrative time spent on setup tasks. 

In Conclusion 

The Salesforce Winter ’25 Release is packed with features that will help sales teams using Professional Edition work more efficiently and achieve better results. From forecasting improvements to a new, customisable Seller Home, these updates will empower your team to close more deals and streamline their day-to-day activities. 

To learn more about how these features can impact your business, or if you need help with implementation, feel free to contact us.