What’s New in the Salesforce Summer ’25 Release
AI Everywhere: Agentforce, Automation, and Smarter Experiences Across the Ecosystem
The Salesforce Summer ’25 Release introduces a wave of enhancements centered around artificial intelligence integration and streamlined automation tools, aiming for significant efficiency gains across various Salesforce clouds. As we all are aware, Salesforce continues to make its case that Agentforce is the present and the future, and this release should make that pretty clear for any doubters - Salesforce is all in with Agentforce. Let’s look at some of the cool and impactful features coming out in Summer ’25!
Agentforce & Einstein: Pervasive AI Assistance
The core theme of this release is the deep embedding of AI capabilities, largely through Einstein and the new "Agentforce" initiatives, embedded into different Salesforce clouds. This means AI-powered assistance will be contextually available to users, automating mundane tasks, providing intelligent insights, and ultimately (hopefully) boosting productivity.
Nonprofit Cloud: There is a primary focus on deepening the understanding of donors and their engagement. Einstein will now be able to analyze donor history, interactions (like event attendance), and giving patterns to provide summarized insights directly within the platform. This allows nonprofit professionals to have a holistic view of their constituents, personalize communications, and tailor fundraising efforts more effectively, surfacing key information quickly and eliminating the need for manual data aggregation and analysis. If you are a nonprofit and want even more detail, check out our blog post specifically focused on the enhancements coming to Salesforce for Nonprofits here.
Sales Cloud: Sales processes are slated for significant automation and intelligence augmentation. Einstein will assist in generating sales quotes more rapidly and accurately based on available data. It will also provide recommendations for outreach strategies, suggesting the best times and methods to connect with prospects. Furthermore, routine deal updates, such as logging activities or updating stages based on triggers, can be automated through Agentforce, freeing up sales representatives to focus on building relationships and closing deals.
Service Cloud: For customer service agents, the Summer ’25 Release brings an AI-powered assistant directly into the case management interface. This assistant will be capable of quickly summarizing lengthy case details, identifying key issues, and suggesting relevant knowledge articles or next best actions. This immediate access to pertinent information will empower agents to resolve customer issues more efficiently, leading to improved customer satisfaction and reduced handling times.
Marketing Cloud: Agentforce in Marketing Cloud receives a substantial upgrade, impacting various aspects of campaign management. Einstein will now assist in generating insightful reports with automated analysis, highlighting key performance indicators and trends. Repetitive marketing tasks, such as audience segmentation and email send-time optimization, will be further automated. Additionally, Einstein will even provide creative support by suggesting campaign themes, content ideas, and personalized messaging strategies, allowing marketers to launch more impactful and engaging campaigns.
Experience Cloud: While currently in beta, the introduction of Agentforce into Experience Cloud marks an exciting step towards smarter digital experiences. The initial focus is on content creation, where Agentforce will be able to assist in writing and refining text directly within the website builder. This can help organizations create more compelling and engaging content for their customers and partners with greater ease and speed.
Flow: Enhanced Automation Capabilities
The Summer ’25 Release brings significant enhancements to Salesforce Flow as well, as everyone fully transitions from process builder and workflows (December 2025 is closer than you think so get on it!), this release is making flow a more powerful and user-friendly automation engine.
Accelerated Related Data Retrieval: A key improvement is the ability to fetch related data more efficiently within a single Flow element. Previously, accessing data from multiple related objects often required multiple Get Records elements, making complex automations cumbersome. This new capability allows users to retrieve all necessary related information in a single step, simplifying Flow design and improving performance.
Improved Flow Builder Experience: The Flow Builder interface receives a visual and functional upgrade. Features like pinch-to-zoom will improve navigation and manipulation of complex flows, particularly on larger screens. Overall usability enhancements will make it more intuitive for users to build and manage automated processes.
Simplified Flow Debugging: Troubleshooting flows will become easier with the introduction of step-by-step debugging summaries. After a flow execution, users will be able to quickly review the details of each step, including input and output values, making it significantly faster to identify and resolve any errors or unexpected behavior.
Streamlined Approval Processes in Flow: Setting up automated approval processes is now more integrated within Flow. The release introduces dedicated features and components that simplify the creation and management of multi-step approvals, eliminating the need for complex workarounds and making it easier to define approval chains and actions.
Bonus Item: Personalized Trust Sites
For all of our system admins out there, Salesforce is releasing the beta version of their new heir apparent of trust.salesforce.com with Personalized Trust Sites. The primary purpose of Personalized Trust is to provide a tailored view of your Salesforce service health. It uses an authenticated login process that leverages your Salesforce credentials. The benefits highlighted include the ability to get to the information that you need faster and access crucial updates on availability-related events and communications relevant to your specific Salesforce products and services in one easy-to-use location. It's important to note that Personalized Trust is explicitly labeled as a beta service. As a pilot or beta service, it is subject to specific Beta Services Terms, and its use is at the customer's sole discretion. I for one am looking forward to seeing the evolution of Personalized Trust Sites in the future.
Summary
In summary, the Salesforce Summer ’25 Release represents a significant step forward in leveraging Agentforce to automate tasks, provide intelligent assistance, and enhance user experiences across the Salesforce ecosystem. The substantial improvements to Flow, coupled with industry-specific enhancements and a focus on security, promise to empower organizations to operate more efficiently, deliver better customer experiences, and drive greater value from their Salesforce investment. The pervasive nature of Agentforce, from assisting nonprofit professionals in understanding donors, to helping marketing teams create compelling campaigns, signifies a future where intelligent automation becomes an integral part of everyday Salesforce workflows.
Here are the key dates to be aware of in the build-up to Summer ’25:
Sandbox Preview Starts: 9th May 2025.
Production Release Weekends: 16th May, 6th June, and 13th June 2025.
At Canvas Cloud, we specialize in guiding organizations through complex Salesforce changes, helping them select and implement the best solutions for their needs. If you’re unsure about your next steps, we’re here to help.
