Be Release Ready Spring '25: Jen's Top Features

Jen’s Top Spring ’25 Release Features | Be Release Ready

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As I’m sitting here in Boston, Massachusetts writing this Spring ’25 release blog, it’s about 30 degrees Fahrenheit outside. I wear ski pants out while walking Mochi, and we had snow on the ground. I am most definitely wishing it was spring right now, where I can look forward to warmer weather and the idea of not wearing my heated gear. But I’m super excited to be sharing with you the features coming to your production orgs in the near future!

After you read the summarized list of features below, go to your Spring ’25 sandbox and try them out yourself. You can also get hands-on in a Spring ’25 pre-release org. Check the Maintenance Calendar for exactly when your Salesforce org will get the Spring ’25 features. Scroll through the list and check your Salesforce instance (NA__, EMEA__) against the release dates listed in the calendar.

All enhancements below apply to Lightning Experience unless specified otherwise.

Releases include pilot, beta, and generally available (GA) features.

  • Pilot: Usually the first phase of public testing, pilots normally include a small subset of participant companies. These companies must request to opt in to a pilot and then be nominated for participation.
  • Beta: This phase involves rolling out a feature publicly for testing. Beta features are normally given limited support as they are not yet fully functional or finished, so we recommend getting hands-on with these features in a sandbox.
  • GA: Once a feature has passed the pilot and beta testing phases, it will be formally included in a Salesforce Release. GA features are considered fully functional and, in most cases, fully supported.

By no means is this meant to be a comprehensive list but rather just a few of the enhancements or new features in Spring ’25. As always, I highly recommend browsing through the Release Notes for features of interest to your company and industry.

Artificial intelligence (AI) enhancements

Monitor your Sales and Service Cloud agent usage with Digital Wallet

Use Digital Wallet, an account management tool for consumption-based features, to monitor your Agentforce usage for Sales and Service Cloud. A Conversations consumption card appears on the Digital Wallet homepage and summarizes your combined Agentforce Sales Coach and Agentforce Sales Development Rep (SDR). The Consumption Insights page gives you details of your Agentforce usage by time period so you can identify trends over time. Note: Digital Wallet is available to users with the View Consumption user permission or Your Account access. SDR is available with the Agentforce SDR add-on. Sales Coach is available to users with the Agentforce Sales Coach add-on. Service Cloud Usage Billing is available to users with the Conversation add-on.

Access AI agents with Salesforce Foundations

Salesforce Foundations gives you free access to autonomous AI agents. You’ll have access to a limited set of features, licenses, and usage amounts for Agentforce for Sales and Agentforce for Service. Note: This is available in supported editions for Foundations. Access AI agents by going to Salesforce Foundations. If Salesforce Foundations was added before Spring ’25, add the product with Your Account. If you add Foundations after Spring ’25, add the required products with Your Account.

Add agent quick actions to your record pages

Boost your users’ productivity with the help of AI. Create agent actions in Setup and add them to your record pages. With these quick actions, users can trigger AI agents directly from record pages, streamlining workflows and improving user efficiency. Adding actions like ‘Summarize this Contact’ helps reps get quick insights without needing to dig through records manually. When a user clicks on an AI-powered quick action, the action triggers the employee agent and passes the user utterance into the agent panel as though they provided it themselves.

In the GIF, I show a quick action on the Contact page that sends a user utterance into the agent and invokes a custom prompt template agent action ‘Summarize Open Cases’ I created—an agent action used by my employee agent. This feature is available in the Salesforce mobile app for iOS and Android, and in Enterprise, Performance, and Unlimited Editions. On mobile, agent quick actions are available on the record home page.

Note: This feature isn’t part of the initial Spring ’25 release and may be included at a later date.

Add an agent quick action to a record page.

Coach sales reps with Agentforce Sales Coach

Use the Sales Coach agent to analyze your sales pitches and help your sales reps with role-play sessions. For opportunities in the Qualification or Needs Analysis stages, the Sales Coach agent will review the transcript and provide feedback to the sales rep on their sales pitches. For opportunities in the Proposal/Pricing Quote or Negotiation/Review stages, reps will role-play with the Sales Coach agent, who will play the part of the customer. The Sales Coach will provide feedback and recommend next steps for improvement. You can access the Sales Coach agent on Opportunity pages with the new Agentforce Sales Coach page component. Applies to Enterprise, Performance, and Unlimited Editions with the Agentforce Sales Coach add-on.

Enrich your Agentforce Sales Coach’s responses with a data library

Give your Agentforce Sales Coach access to more information—such as files, Knowledge articles, and more data—with a Data Library so they can provide more personalized, reliable responses grounded in your data when providing feedback and role-playing with your sales reps. This feature is available in Enterprise, Performance, and UnlimitedEditions with the Agentforce Sales Coach add-on.

Qualify more leads using an Agentforce SDR

Agentforce SDR helps your sales teams qualify more leads using AI, giving your reps more time to focus on existing relationships. An SDR agent sends initial and follow-up emails, responds to interested leads, answers questions, sends leads to reps, and even helps book the meeting with the lead and the rep. This feature is available in Enterprise, Performance, and Unlimited Editions with the Agentforce SDR add-on.

Flag a supervisor when a conversation between a Service Agent and customer needs attention

If a customer conversation with an agent escalates and requires supervisor intervention, the new “Raise Flag” action alerts supervisors instantly. You can configure agent topics to specify when to use the Raise Flag action, ensuring that supervisors can step in when needed. To respond to a raised flag in Omni Supervisor, the supervisor can reassign the conversation to a service rep or lower the flag.

Get case resolution help with Agentforce Service Planner (GA)

Your service team will be excited for Agentforce Service Planner. This AI-powered assistant is accessed from the Service Planner component on your Case record page, where it works its magic. Service Planner leverages generative AI to summarize case details and generate a list of case resolution steps tailored to your company’s specific policies and standards. It’s grounded in your Case data and enriched by Agentforce topics, actions, and instructions, ensuring suggestions are trusted and aligned with your business processes.

Here’s why this matters: When a case is opened, Service Planner automatically provides a clear case summary, saving your reps from sifting through the case feed. By clicking Draft Plan, your team gets customized resolution steps at their fingertips, helping them jumpstart case resolution without hunting for answers in Knowledge articles or case history. It’s a streamlined, smarter way to handle cases—boosting productivity and empowering your service team to focus on what they do best: delivering exceptional customer experiences! This feature is available to Enterprise, Developer, and Unlimited Edition with Service Cloud and Service Planner Add-On license.

Use your Einstein Bots as a starting point to create your Agentforce Service Agent

Why build your Agentforce Service Agent from scratch when you can use your Einstein Bots as a starting point? Work smart, not hard. Contact Salesforce customer support to enable the Create Agent from Bot guided setup. From the Einstein Bot setup page, select Create Agent from Bot (Beta) from the bot’s dropdown. Agentforce will then create agent topics and actions based on the bot’s intents and dialog. Note: Your bot remains active after you create your agent so you can make the transition from bot to agent on your own timeline. This feature is available to Enterprise, Performance, Unlimited, and Developer Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-on.

Get enhancements to Einstein Bots

We’ve made a few enhancements to our predictive AI tool, Einstein Bots. Check out the Release Notes to find out what will be released in January ’25.

Check out the Flow AI enhancements

And there’s even more! Check out the AI enhancements coming to Flow later on in the blog, in the Flow section.

General Platform enhancements

Sort list views using multiple columns (GA)

You can now sort the data in list views using up to five columns, giving you even more sorting power than ever before. With the ability to sort in ascending or descending order for each column, your data becomes instantly more actionable. Need to return to a single-column sort? Just click a column header and select Reset Column Sorting. This update makes it easier to spot trends, prioritize tasks, and quickly answer key business questions— all without needing a report. Multiple column sort only affects your user preferences and can’t be saved as the default. Note: The sort list views by multiple columns will be GA on a rolling basis starting in Spring ’25. This feature is supported on object home pages and not on record lists in Experience Cloud sites.

To enable this feature, go to User Interface in Setup, then check the box for Enable sort by multiple columns (Beta).

Enable the multi-column sort feature in User Interface in Setup.

Sort related lists using multiple columns

Guess what? The magic isn’t limited to list views. Related lists now boast the same sorting superpower as list views, and you can sort the data in your related lists using up to five columns. Refer to Sort list views using multiple columns (GA)for a description of the feature. To enable this feature, go to User Interface in Setup, then select Enable sort by multiple columns in Related Lists.

Redirect to a newly created record from a custom toast message

When you create a new record using a quick action, you can now access that newly created record using a custom toast message, in addition to from the default toast message.

Shows that the custom toast message from the quick action redirects to the newly created record.

Experience Salesforce Lightning Design System (SLDS 2)

You can now create custom themes using the Salesforce Lightning Design System (SLDS 2) or the new native SLDS 2 theme, Salesforce Cosmos. Note: SLDS 2 is enabled in new and existing Starter and Pro Suite orgs, by default, in new Sales orgs across all editions, and in select new Service orgs. Be aware that not all Salesforce apps support SLDS 2. If SLDS 2 is not supported, it will display with SLDS styling even when SLDS 2 is activated.

Go to Enhanced Lightning User Interface in Salesforce Help to find out when SLDS 2 becomes available in your new and existing orgs.

Log in to Salesforce using your email address

On login.salesforce.com, you can now log in using your email address. This feature simplifies access management, particularly for users managing multiple orgs. No more juggling usernames—just use your email and go!

In addition to logging in with your Salesforce username, you can choose to log in using your email address associated to your user account by selecting Login with Email. Then, provide your email address. If you only have one Salesforce account associated with the email address, provide your password. If you have more than one Salesforce account with the same email address, you’ll copy a verification code from an email sent to you. Then, an Environment Switcher will show all accounts tied to the email address. Choose the account and password to log in.

Note: This feature is not available for Sandbox users, users with a shared email account, users who can’t access emails sent to their email address, or users required to use My Domain.

Create a custom welcome email for your internal users

First impressions matter! Customize the welcome email to your internal users using your branding and tone. Internal users get a memorable onboarding experience, and you gain total control over the messaging. In Setup, go to Session Settings, then select the email template to use as your Welcome Email Template. Pro tip: Don’t forget the {!NewUserWelcomeEmailLink} merge field to ensure smooth verification. The email verification merge field populates with the verification link that users will click to start the email verification process.

Select email template to use as the Welcome Email Template on the Session Settings page in Setup.

Spend less time resetting passwords with the 24-hour password reset link safety net

Ever had a user accidentally click their reset link and panic when it didn’t work again? Those days are over! With this update, password reset links remain valid for 24 hours after the first click—resulting in fewer frantic emails and happier users and admins. Note: This is controlled by a new setting on the Identity Verification page, enabled by default.

Identity Verification page in Setup showing the Display a confirmation page during password reset enabled by default.

This inserts an extra step in the password reset process asking the user to confirm they want to reset their password.

Reset password confirmation page.

User management enhancements

These user management enhancements dramatically reduce clicks and save time for busy admins.

🏆 Use Summaries to manage included permission sets in permission set groups

You’ve spoken and we’ve delivered. Thank you to those who voted on this idea on IdeaExchange! Permission sets just got smarter. Edit which groups include a permission set from the Summary page. This means fewer clicks and faster updates. No more needing to navigate to each perm set group’s page to get the job done.

Add and remove permission set groups ability to/from a specific permission set from the permission set’s View Summary page.

🏆Grant users access to all fields for a specific object

Grant users visibility into all fields on an object without breaking a sweat. 🙌 Thank you for your idea and for voting for this on IdeaExchange. This is a lifesaver for admins handling frequent field additions.

When you assign the new object-level View All Fields permission, your users will automatically be granted access to all fields, including any new fields created going forward! This permission is available for all standard and custom objects that support field permission.

Set View All Fields object permission in a permission set in Setup.

Remove user and custom permissions from the permission set Summary page

The permission set Summary page just got even better. When you have the user and custom permissions enabled for a given permission set, you can now remove specific user and custom permissions right from the Summary page. No more needing to navigate into the permission set itself to perform the task.

I’m excited to see the additional enhancements coming in the future. A little birdie told me that we will soon bring editability to the summaries, so in addition to removing permissions, you’ll also be able to add! Look out for more tabs coming soon!

Remove user and custom permissions from a permission set from the Summary page.]

View a group’s sharing rules and list views for all objects from the Summary page

You can now view the sharing rules and list views for all objects the group has access to from the specific public group’s Summary page. Additionally, you can view all queues that are members of that public group.

View sharing rules and list views granted to a specific public group from the Summary page.

View and filter even more user fields using the enhanced user list view

The enhanced user list view just got even better. You can now add Delegated Approver, Start of Day, End of Day, Is Partner, User Verified Email, User Verified Mobile Number, and Password Expiration Date fields to your enhanced user list view. As a result, you can sort, filter, and inline edit using these fields. To enable this feature in Setup, go to User Management Settings and enable Enhanced User List View. To change or reorder the fields to display, pick Select Fields to Display.

Enhanced user list view with the additional fields in Setup.

Enable the enhanced permission set list view for a new user experience

The permission set list view just got a makeover. You can now use the enhanced permission set list view for improved filtering, search abilities, and more—the list views capabilities you get elsewhere in Salesforce. To enable this feature in Setup, go to User Management Settings and enable Enhanced Permission Set List View.

Enable the enhanced permission set list view in Setup.

Use the enhanced role list view for a new user experience

With the new enhanced role list view, you can now view, sort, and filter your user roles and inline edit. To enable this feature in Setup, go to User Management Settings and enable Enhanced Role List View.

Enhanced role list view in Setup.

Use the Manage External Users (Limited) permission for extra security

When you assign the Manage External Users (Limited) permission instead of the Manage External User permission, the assigned user can only manage the external users that they have Read and Edit access to, and not all external users. This ensures the individuals you entrusted to manage external users only manage the ones they’re supposed to and not all.

Get alerted when your sharing rule gives access to external users

When you create a sharing rule that grants access to external users via portal roles or subordinates, you’ll now be alerted with a pop-up message saying your data will be shared with external users. Click OK to continue with the change. This is just an added ‘are you sure?’ before you accidentally give external users access to data they shouldn’t access.

Use Sales Cloud Go to view and assign permission sets and monitor usage

Access Sales Cloud Go from Sales Setup in the Setup Menu. Select the Sales Cloud feature you’d like to turn on. On the feature’s page, select Manage Permissions to view the applicable permission sets and permission set groups and assign them to your users. Note: To view Sales Cloud Go, your users must have the View Setup and Configuration user permission. This feature is available in Pro Suite, Professional, Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions.

App-building enhancements

View the related list API name when configuring a Dynamic Related List – Single or Related List – Single components

No more guessing games! Quickly identify the correct related list, saving valuable time during component configuration for a dynamic related list – single or related list – single components in App Builder. We now show the API name.

Dynamic Related List - Single component now shows the API name in App Builder.

General Setup enhancements

Collect more data on Activity records with an increased limit

If your org has less than 400 million activities, you can gather more information about activities with the limit increase from 100 to 300 custom fields. That’s a lot of fields!

Lightning reports and dashboards enhancements

Sort report charts to keep them consistent with reordered report information

You can now sort your report chart so it matches a new sorted field in your data table. To do so, go to the Chart Properties icon and select Sort Report Charts. Love being consistent all around.

Select a dashboard widget to refresh (beta)

Stop refreshing your entire dashboard when all you need is one widget updated. Simply click on the widget’s refresh icon to see the most recent data in the dashboard. To enable this feature in Setup, go to the Reports and Dashboards Settings page and choose Let users refresh individual widgets for dashboards (Beta).

Do more with enhanced Custom Report Type setup page (GA)

The improved Custom Report Type page in Setup makes it easier to find your report types and create personalized list views of your custom report types. With the Summary page, now a more compact layout, you can edit report details and modify object relationships more efficiently. The redesigned report type layout editor offers greater flexibility in managing custom fields and sections, and you can now add up to 1,000 fields in the report type layout using lookup fields. Simply go to the Reports and Dashboards Settings page in Setup and enable the Enhanced Custom Report Type Setup Page.

Once you click Edit Layout on the report type Summary page, you’ll see a fields panel. From there, you can drag fields into their appropriate section, search and move fields, view field details and customize their display names, quickly find fields, and add them to the report type by using the lookup fields.

Enhanced Custom Report Types edit layout page.

Specify one email address to send report subscription notifications (beta)

For communications consistency, use an org-wide email address to send your report subscriptions. Previously, emails were sent from the user who created the report subscriptions. To enable this feature, go to Reports and Dashboards Settings in Setup, choose Enable Org Wide Email Address for Report Subscription (Beta), and then select an email address from the dropdown.

Flow Builder enhancements

Debug flow configuration issues faster with the enhanced Errors and Warning Pane

Admins, rejoice! We made some improvements to the Errors and Warning Pane to make life easier when troubleshooting issues with your flow. The messages for all elements are more actionable and now include direct links to the source of errors within Flow Builder. Errors are grouped by element, making them easier to troubleshoot. With these improvements, errors are more clearly organized, actionable, and less repetitive, which saves valuable time during debugging.

Access flow versions right in Flow Builder

I always found it clunky to have to navigate out of Flow Builder, go back to the Flow Setup screen, and select View Details and Versions for a specific flow in order to see a flow’s versions. I think it’s great that you can now see and view another version of the flow right from within Flow Builder. What a time-saver! You can access other versions of the same flow by clicking the down arrow next to the flow name.

View different versions of the same flow from within Flow Builder.

Reduce the risk of hitting performance issues or governor limits when doing a Get Records

Sometimes, when you’re working with massive amounts of data, you might run into performance issues or hit governor limits when performing a Get Records of all records in an object that results in a failed flow execution. (Cue the sad sound effect.) Now, you can reduce that risk by specifying an upper limit on the number of records returned. Under the How Many Records to Store, you can select only the first record, all records, or all records up to a specified limit, and then specify that maximum limit. This feature reduces the risk of hitting those limits and ensures smoother flow execution, especially in orgs dealing with large datasets.

Get Records element where you can configure the maximum number of records returned in an all records retrieval.

Join source collections together using the Transform element

You often need to manipulate and combine data from multiple sources in a flow. This feature simplifies that process and eliminates the need for complex logic or additional resources, making flows easier to build and manage. You can now join source collections from related flow resources into a single collection using the Transform element.

  • Add the two flow resources for the source collections.
  • Add the target collection (this is what will store the combined data of both collections).
  • Choose the join key (this is a common field to join on).
  • Choose the join fields to return into the target collection.

What’s a use case for this? Imagine you need to automate updates to Employee Records by pulling data from two different collections: one that contains a list of employee details from the Employee Info object (name, department, hire date) and another that’s a list of employee salaries from the Salary Info object (name, salary, bonuses). Note: A real-life scenario would be you have part of the data from one data source and other data from some other data source. In the past, you would have to involve complex logic in your flow to match employees from both collections and then manually merge the data with Loop and Decision elements. Now, you can use the Transform element:

  1. Add the Employee Info and Salary Info collections as source resources.
  2. Specify the Target Collection, which would store the combined employee records (name, department, hire date, salary, bonuses).
  3. Choose the common join key, which in this case would be the Employee Name or Employee ID.
  4. Select which fields to return in the target collection, like Name, Department, Salary, and Bonus.

In the GIF, I configured the Transform element, used the target collection in a Create Records element, and showed how a Salary record creation resulted in the creation of the employee record, which used data from both collections.

Shows the configuration of the Transform element that takes data from two source collections to create a target collection record.

In the Transform element, once you connect all three collections, it will take you to the Join screen where you’ll identify the Join Keys, select the fields to join from the source collection, and map the joined fields to the target collection. You can then reference the target collection in a Flow element, such as Create Records or Update Records, by selecting to create/update multiple records.

Join screen in the Transform element in Flow Builder.

Send emails with attachments using the Send Email action

You can now share documents with recipients using the Send Email action directly to Flow Builder—you no longer need workarounds or other tools to achieve this functionality. To attach a document, add the ID of the file to the Send Email action. When setting up the Send Email action inputs, toggle on the Attachment ID field and add the ID of the file. The ID can be a Document, Content Version, or Attachment record. To add multiple files, provide the IDs in a comma-delimited list. Be aware that the maximum size of the email, including the file attachments, is 35 MB.

In the example below, I show the Send Email action configuration using a PDF I uploaded to Files and how to find the Version Id to use as the Attachment ID in the Send Email action.

Example configuration of the Send Email action with a file attachment.

Get even more Data Cloud data in Flow with newly supported data types

Build Data Cloud-triggered flows that grab more data from Data Cloud by setting entry conditions using the Data Model Object (DMO) and Calculated Insight Object (CIO) fields of the following newly supported data types: email, URL, phone, percent, boolean, and currency. Note: This applies to all editions where Data Cloud is enabled.

Deploy Data Cloud-triggered flows from a sandbox to production

Build, test, debug, and troubleshoot your Data Cloud-triggered flows in a sandbox first before deploying them to production using changesets. No more replicating changes to your Data Cloud-triggered flows directly in production.

Create a new flow with minimal clicks

When you create a new flow from the Automation app, you’ll see a new streamlined flow creation page with four main categories, representing our most commonly created flows and giving you the ability to filter and search for your flow type.

New Automation screen when accessed from the Automation app.

Select resources quicker when creating new text template and formula flow resources

We upgraded the resource selector used when you create a new text template and formula resources, improving the overall grouping by giving you a clickable breadcrumb path. This enhancement makes it faster to locate and configure resources.

Shows using the resource selector in a Text Template flow resource.

Boost that flow-building productivity with keyboard shortcuts

Use keyboard shortcuts to undo, redo, and save as in Flow Builder. “I don’t like saving time,” says no one EVER. These shortcuts work in the Flow Builder Canvas and element configuration panels, but not in element pop-up windows. In Flow Builder, press Ctrl+/ or Cmd+/ to view keyboard shortcuts.

  • Undo:
    • Ctrl+Z (Windows)
    • Cmd+Z (Mac)
  • Redo:
    • Ctrl+Y (Windows)
    • Cmd+Y (Mac)
  • Save As:
    • Shift+Ctrl+S (Windows)
    • Shift+Cmd+S (Mac)

Screen flow enhancements

Guide users through your screens with built-in progress indicators

Ever start a survey and wonder part way through how many screens are remaining? I think we’ve all been there. Consider providing your users a visual indicator to let them know where they are in the progress that is a standard component. No more needing to write custom code to create a progress indicator. You can configure where your progress indicator will show (top of screen or in the footer) and the style (simple or path).

Create stage resources for each stage in your progress.

Stage resource to indicate the stage in a progress indicator in the screen flow.

Select the stage resource on the Screen element to show the stage the user is on. To show the progress indicator on Screen elements, go to the flow version properties and select Show a progress indicator on screen elements and the progress indicator type. This GIF shows how to set the stage resource in the Screen element, specify the progress indicator location and style in the Flow properties, and see the progress indicator in action using Debug.

Configuring the stage resource in a Screen element, setting the progress indicator location and style in the Flow properties, and testing the screen flow in Debug.

Note: For orgs created Spring ’25 or later, the built-in progress indicator is enabled by default. If your org was created in Winter ’25 or earlier, you’ll need to manually enable the built-in progress indicator so it’s available for use in your screen flows.

Set stages in screen flows right in the screen properties editor

Stages have been around in screen flows for a while, but changing the stages was a bit clunky. You had to use an Assignment element to set the $Flow.CurrentStage and $Flow.ActiveStages global variables. If you haven’t used stages, this gives your users a visual cue of where they are in the screen flow progress. Think of it as a progress indicator showing what % complete you are when completing a lengthy survey.

Now, when the screen loads, $Flow.CurrentStage is automatically updated to the stage for that screen. The stage is added to the end of $Flow.ActiveStages, if it isn’t an active stage already. When you create a stage resource, specify the stage label and order, and status (that is, active/inactive). Note: It’s set to active by default. Then, assign the stage to a built-in progress indicator or a custom progress indicator component in your Screen element using the screen properties editor.

Set the Stage resource in a Screen element’s screen properties.

Trigger a screen action automatically—no button click needed! (beta)

Prior to Spring ’25, we brought action buttons to your screen flows. When you clicked the action button, it triggered your autolaunched flow to do some amazing automation tasks. Now, once the input is available to your autolaunched flow, you can configure a screen action to automatically show the output of your autolaunched flow without any button interaction. How’s that for auto-magic?!

To configure an automatic screen action, select the autolaunched flow as a screen action from the Screen element properties panel. Configure the input variable(s) and make note of the output variables.

Configure screen actions from the Screen Properties panel of the Screen element in Flow Builder.

Configure the Input variable(s) and make note of the output variables. Specify the output in the screen component where you want to display the results of the automatic screen action. In this scenario, it’s {!Retrieve_Cupcake_Orders_Automatic.Results.SortedCupcakeOrdersCollection} or {<screen action autolaunched flow>.Results.<output variable>}.

Screen properties panel showing the input values for a buttonless action.

This GIF shows how I configured the screen action in Flow Builder.

Shows configuration of the screen action in Flow Builder.

This GIF shows a screen flow using an action button to get the most recent cupcake orders for the customer, and one using an automatic screen action which displays the most recent cupcake orders upon selecting the customer.

Shows the retrieval of a customer’s most recent cupcake orders using an action button and an automatic screen action.

Get immediate feedback when there are invalid values in screen components

Now, your users can get instant feedback on invalid input values when a user moves focus out of the component so they can address the invalid value right away. Previously, validation error messages showed when the user moved to the next screen or completed the flow.

Flow Orchestration enhancements

Configure a customized email notification for interactive steps

You can now set up each interactive step in your orchestration to send a custom email notification to assignees when a work item is created. No more needing to create a background step to send that custom email. Simply select the Customize notification email within the Interactive Step properties panel.

Assign approval steps to queues and groups

Approvals in flow just got better. Don’t let a single approver be the bottleneck to your workflow. You can now assign approval steps to a queue or public groups (with the type of Regular) instead of a specific person. All members and their delegates of the queue or public group will receive an email when an approval work item is created.

Send an email to approval users

As an admin, you can now configure each approval step in your flow to send a custom email with the approval record details to approvers and their delegates. You have control over the messaging sent. Who doesn’t love that? Note: If an approval work item is reassigned, the approvers and deleted approvers will receive the default approval email.

Reply to an approval email to approve or reject the work item

We’ve got choices! When an approval is built into a flow, the approvers and their delegated approvers now have a choice of either running the screen flow associated to the approval step or replying to the notification email to approve or reject their assigned approval work item.

Flow AI enhancements

Build flow formulas like a boss with Einstein (GA)

Speaking for myself, I know sometimes writing formulas is a real struggle. And I love how I can ask Einstein to help me write a formula or fix my syntax issues right in the Flow Formula Builder. We’ve all been there, trying to write that multiple nested if statement and your eyes are crossed figuring out where all the parens need to go. No more trying to google formula syntaxes, read through the various posts, and, even after all that, you still don’t get it right with the formula you’re writing. Life with a formula assistant is sweet! To enable this, in Setup, turn on Einstein Generative AI, find the Process Automation Settings page, and enable formulas created by Einstein.

Note: This is available in Enterprise, Performance, and Unlimited Editions with Einstein for Sales, Einstein for Service, or the Einstein for Platform add-on.

Example of formula creation in the Flow Formula Builder using Einstein.

Invoke a subflow from a prompt flow

Template-triggered prompt flows just got better, too. You know me—I’m always looking to work smarter, not harder. Prior to Spring ’25, we couldn’t launch an autolaunched flow as a subflow in a prompt flow, only another prompt flow as a subflow which lead to duplication if you needed utility flows. With this enhancement, your flows become more modular, allowing for cleaner designs and better reusability. We currently do not support autolaunched flows with Wait elements. Note: This capability only exists if you’ve enabled Einstein in Setup.

Add autolaunched flow to a prompt flow.

Build flows faster with Einstein (GA)

Use the power of AI with Einstein for Flow to create your starter flows faster using natural language/prompts. This feature is now GA and includes enhancements made since the beta release, such as some performance improvements and minor UI updates, including making the thumbs up/down feedback mechanism persistent and more visible, and the addition of the blue Einstein button so you can easily open and close the Einstein panel.

Note: This is available in Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. Einstein generative AI is available in Lightning Experience. To purchase the Einstein for Sales, Einstein for Service, or Einstein Platform add-on, contact your Salesforce account executive (AE).

Get a summary of your flow with Einstein

Ok, admins—you’re going to lose your minds over this feature. I’m super excited for this and now I wish I were an admin in a org with lots of flows. Troubleshooting or improving a flow can be daunting, especially when it’s not one you built yourself. Einstein to the rescue! Click Summarize Flow in the Einstein panel and watch the magic happen! It summarizes the flow for you, describing all the flow steps, input and output variables, the objects and fields, and the subflows that the flow refers to. You can revise the length of the summary to be shorter, standard, or longer. Not good with describing the flow? Now, you can add the summary to your flow description. This enhancement makes flow management more efficient and less time-consuming, especially when working with complex flows you didn’t create.

The GIF shows you the Summarize Flow feature in action for a two element screen flow.

Summarize Flow feature in action for a two element screen flow.

It can summarize complex flows.

Summarize complex flows.

Note: This is available in Enterprise, Performance, and Unlimited Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. Einstein generative AI is available in Lightning Experience. To purchase the Einstein for Sales, Einstein for Service, or Einstein Platform add-on, contact your Salesforce AE.

Data Cloud enhancements

The following enhancements apply to orgs where Data Cloud is enabled.

(January ’25) Replace data model object field mappings

Sometimes you just need to change the field mappings in your data lake object to the data model object, while still maintaining that referential integrity. Now you can make these changes by easily replacing field mappings of the same data type in the data mapping canvas. Note: This change is available in January 2025.

(February ’25) Grant access to all Salesforce CRM fields with one permission

Give your Platform Integration User the View All Fields(Global) user permission to grant view access to all fields and field data, including all subsequent newly created fields, in Data Cloud. To enable this, go to the Data Cloud Salesforce Connector permission set and enable this permission from the systems permission page. Note: This change is available in February 2025.

(February ’25) Show insights in your CRM enrichments from external data

You can display insights from external data sources like Snowflake, Amazon Redshift, and other bring-your-own data streams. Once you create the data stream, the accelerated data stream temporarily stores the external data as a data lake object. You can then map the data stream to the data model object and create your CRM enrichment. Note: This change is available in February 2025.

(February ’25) Copy field enrichments faster with multiple CRM orgs sync

If your Data Cloud is set up with multiple CRM orgs, copy field enrichments will now use the CRM org’s key qualifier so they will sync more quickly and select only the relevant records to the org. Note: This change is available in February 2025.

Release updates

As part of your release preparation activities, you should review the release updates to ensure you’re aware of upcoming updates that can impact your org. Give yourself and your team ample time to test and activate them before Salesforce enforces the updates in your org. Nothing good ever comes from scrambling at the last minute.

To learn more, go to Release Updates in Setup. Give yourself plenty of time before an update is enforced to enable it in a sandbox, do proper testing, and make any necessary changes to code and configuration to ensure all still works post update.

I’m calling out a few of the release updates here. I recommend reviewing the comprehensive list of release updates for those that apply to your org.

(Release Update) Verify your return email address for sender verification

Enforced in Spring ’25 to adhere to increased email security standards, you’re now required to verify an email address to use to send emails from your account. Until the email address is verified, emails will not send from the return email address in My Email Settings. We recommend that you instruct all your users to go to their My Email Settings page and manually verify their email address by selecting Resend Verification Email or by clicking the link in the email. If they don’t see the resend option, this means the return email has already been verified.

(Release Update) Enforce the View Roles and Role Hierarchy permission when users edit the public list view visibility

This release update will be enforced in Spring ’25. For users who need to grant access to list views using roles, in addition to the Manage Public List Views permission, with this update, they will also need the View Roles and Role Hierarchy permission. This security update blocks users who only have the Manage Public List Views permission from seeing roles and role hierarchy when editing public list views.

(Release Update) Enable secure redirection after users complete a screen flow

Salesforce is implementing stricter validation to the flow URL parameter that determines where to redirect your users after they complete a screen flow. This release update will better protect your users and network. Salesforce will block a redirect request if the URL isn’t in your list of trusted URLs in Setup. In the event a redirect request is blocked, Salesforce will present the users with an invalid page redirection request. Note: This release update is enforced starting with Spring ’25.

(Release Update) Increase flexibility and reusability in prompt flows, remove limitation to a single prompt template type

When you create a template-triggered prompt flow that uses manual inputs, you’ll no longer be limited to a single prompt template type. Once this release update is enabled or enforced, the flex prompt template types are no longer available as prompt template types in a prompt flow. Additionally, new and existing prompt flows are no longer associated with a flex prompt template type, allowing for greater reuse across the prompt template types.

Prior to enabling the release update or its enforcement, update any existing prompt flows with flex templates that use manual inputs.

  • Change the prompt template input type from automatic to manual.
  • For each input in the flex template, you must create a variable of the same data type with Available for input selected. You must make this change for all references to inputs throughout the flow.
  • Save and activate your flow.

If you don’t make the necessary updates, your prompt flows will fail to run because the flex templates they once referenced are now undefined. Note: This update will be enforced in Spring ’25.

(Release Update) Restrict user access to run flows

Scheduled to be enforced in Winter ’26, this release update enhances the security of flow execution. By restricting flow access to only users with specific profiles or permission sets to run flows, you reduce the risk of unauthorized actions and maintain the integrity of your workflows. Enabling this update will deprecate the FlowSites org permission, which previously meant all users in the org could run any flow. After this update in enabled or enforced, you must grant users access to run a flow. We recommend adding the Run Flows permission to a permission set and assigning it to your users. For more granular access, restrict specific flow access to an available permission set.

Resources

Each release brings tons of amazing, new functionality and it can be a lot to digest. To help you make the most of Spring ’25, be sure to explore our Be Release Ready page, where you’ll find valuable resources for Salesforce Admins. Bookmark the page and check back for any updates as we continue to provide helpful insights!

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