Salesforce Summer '25 Release Frenchgathering.pptx.pdf

Summer 25
French Gathering
18 Juin 2025

Margaux Canales
(Lyon - Admin Group)
Mohamed EL Moussaoui
(Paris - Architect Group)
Hugo Rosario
Julien Wateau
(French Riviera - User Group)
Julie Boncour
Yohann Chevreux
(Nantes - Admin Group)
Jean-Michel Mougeolle
(Paris - Admin Group)
Yosra Saidani
Doria Hamelryk
(Paris - WIT Group)
Thierry Trouin
Fabrice Challier
(Toulouse - User Group)
Frédérique Mounier
(Lyon - WIT Group)
Fabien Taillon
Thomas Paraiso
(Paris - Developer Group)
Julien Lemaire
(Lille - Admin Group)
Elodie Loiseau
(Aix-en-Provence - Admin Group)
Akram El Fadil
(Paris - Salesforce Marketing
Group)
Karima Bahlani
Salesblazer français
Alexandre Ruiz
Francois Perret
(Aix en Provence -
Marketer Group)
Lilas LOUNES
(French Alpes - Developer Group
Gilles Rolland-Monnet
(Bordeaux - Admin Group)
Jean-Pierre Rizzi
(Paris Slack
Community
Chapter)

Les voix de la release
Merci à nos Trailblazers speakers 🎤

🏆Goodbye clicks, hello efficiency
One-stop permission updates
● You can now update object permissions
for all custom permission sets or
profiles in one step!
● Directly from an object’s Object Access
page in Setup (Setup->Object Manager
-> <Object> -> Object Access)
● , you can simultaneously review, add, or
remove permissions across all custom
profiles and permission sets.
● No more individual edits—just select the
object, go to Object Access, click Edit
on the Permission Sets or Profiles tab,
make your changes, and click Save.
Credits to Jen and more info in
https://admin.salesforce.com/blog/2025/jens-top-summer-25-features-for-admins
Thank you for voting for this on
IdeaExchange!

🏆 View tab access quicker
review tab settings directly in Access Summaries!
● You can now review tab settings directly
in Access Summaries!
● No more endless clicking through Setup
pages to see user or proﬁle tab
visibility.
● Simply navigate to a user, permission
set, or permission set group and click
View Summary to view tab access
information.
● Less clicking and more eﬃcient
administration means you have more
time to focus on higher-priority tasks.
● Go check it out and reclaim your
precious admin time!

🏆 User Summary view boost!
View and manage users’ permissions, groups, queues, and more
● Great news, admins—the user access
summary just got a major upgrade.
● View and manage a user’s permission
sets, groups, and queues all in one
place. You heard me right.
● Directly from a user’s Summary view,
you can add or remove assignments,
and even search, sort, and refresh the
lists.
● Say sayonara, adios, au revoir (or any
other fancy word for goodbye) to setup
page hopping and hello to streamlined
user administration!

🏆 Unlock speed!
Edit permissions directly from the Summary
● Get ready to boost your eﬃciency with
the new ability to edit permissions
faster in the Permission Set Summary
page!
● Directly from a permission set’s
Summary page, update user, object,
ﬁeld, and custom permissions without
navigating multiple pages.
● What an absolute time-saver! Go to a
permission set, click View Summary,
and make your edits in the relevant
tabs.
● This IdeaExchange win streamlines
permission management and saves you
precious clicks.
IdeaExchange!

🏆 Edit groups easily!
Add/remove permission sets in the Permission Set Groups Summary page
● You can now manage permission sets
directly in the Permission Set Group
Summary page!
● No more navigating away.
● Just go to a permission set group in
Setup, click View Summary, and use the
Add or Remove buttons in the Included
Permission Sets tab.
● This makes managing your groups
faster and more eﬃcient than ever!
IdeaExchange!

Simplify Feature Discovery and Setup with
Salesforce Go
Discover and quickly set up features available in your
Salesforce edition from one location in Setup
Customer Need
Understanding all features and their value is challenging, and configuring them using help
documents is often complex and time-intensive.
Solution / How To Configure
Open Setup menu and click on ‘Salesforce GO’
Use Case
Solve for customer onboarding with the Go Feature Set then search for Assessments and
easily configure Discovery Framework feature. Finally, monitor its adoption.
Impact
Time to value reduces with seamless discovery and configuration of Salesforce features
through a unified experience.
Overall
General
Enhancement

Enable Accessibility Enhancements for Page
Headers and Modal Windows When Zoom Is
Greater Than 200%
Customer Need
Without this update, you can have trouble seeing the content on a page when you zoom in
over 200%.
To review this update, from Setup, in the Quick Find box, enter Release Updates, and then
select Release Updates. For Enable Accessibility Enhancements for Page Headers and Modal
Windows When Zoom is Greater than 200%, follow the testing and activation steps.
Use Case
These changes help you support users who want to zoom 300% to 400%. The page
header scrolls with the page and doesn’t block the content. In modal windows, buttons and
content display within the viewport and the window is fully functional.
Impact
This help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow,
enable Lightning Experience to adapt the behavior of page headers and modal windows
when viewed at high magnification. This is the beginning of our effort to comply with
WCAG 2.2 Resize and Reflow guidelines. Expect accessibility enhancements to other UI
elements in future release updates.
Overall
General
Enhancement

Add the New Setup Domain
Discover and quickly set up features available in your
Salesforce edition from one location in Setup
Ensure that Setup pages in Lightning Experience load content correctly when browsers
block third-party cookies. If your users have general access to the internet, no action is
required. If your company controls users’ or servers’ access to the internet through ﬁrewalls
or allowlists, your IT department must add *.salesforce-setup.com to the company’s list of
allowed domains. Salesforce Setup pages are now hosted on that domain.
Impact
We’re using a staggered rollout to move the Setup pages to the *.salesforce-setup.com
domain. The rollout began in Spring ’24 and continued through Spring ’25. As of Summer
’25, the change is enabled in all sandboxes and nonproduction orgs. The rollout is paused
in Summer ’25 and resumes for production orgs in Winter ’26 according to the major
release upgrade date for your instance.
Overall
General
Enhancement
Enterprise and Unlimited editions with the Digital Engagement add-ons

This setting is on by default. To turn off this setting, from Setup, in the Quick Find box, enter
Console Settings, and select Console Workspace Page Loading Preference. Then turn off
Defer loading inactive console workspace pages.
Use Case
Lightning Console now defers the loading of inactive workspace pages by default, which
minimizes extra page loads and improves performance. An inactive workspace page doesn’t
load until the user navigates to that page. Regardless of whether the “Defer loading inactive
console workspace pages” setting is enabled or disabled, content in pinned regions is
always considered active and loads immediately. Previously, if a workspace page opened via
a navigation rule, then the page immediately began loading even if the user remained on a
different workspace page.
Impact
This change applies to Lightning console apps in Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer editions. Lightning console apps are available for
an extra cost to users with Salesforce Platform user licenses for certain products. Some
restrictions apply. For pricing details, contact your Salesforce account executive.
Overall
Lightning
Console
Benefit from Better Lightning Console
Performance with Deferred
Inactive Workspace Page Loading

Access Salesforce in More Regions with
Hyperforce
Use Case
Delivery of the Salesforce Customer 360 application suite via Hyperforce, including Sales
Cloud, Service Cloud, B2B Commerce, Platform, and Industries Cloud is automatically
available in Australia, Brazil, Canada, France, Germany, India, Indonesia, Israel, Italy, Japan,
Singapore, South Korea, Sweden, Switzerland, the United Arab Emirates, the United
Kingdom, and the United States.
Impact
Datacloud
Now available in Singapore and Switzerland.
Also available in Australia, Brazil, Canada, Germany, India, Japan, the United Kingdom, and
the United States.
Tableau Cloud
Now available in Australia, Indonesia, and Japan.
Also available in Canada, Germany, Singapore, the United Kingdom, and the United States.
Overall
Hyperforce

Einstein for Sales
Agentforce Deal Management
Increase Seller Productivity and Sales Process Adherence
Customer Need
Sellers spend countless hours of non-selling time to manually
update opportunity data to maintain pipeline hygiene and visibility.
First, enable Deal Agent in Setup, including pre-requisite features
like Pipeline Inspection. Then conﬁgure and test Deal Agent in
Agent Builder. If desired, use Prompt Builder to customize the
prompts used to generate opportunity update suggestions.
Use Case
Deal Agent helps sellers maintain pipeline hygiene by suggesting
opportunity updates, including Next Steps or Stage progression,
based on conversation data. The agent can also update custom
text ﬁelds on the Opportunity to automate data entry for
organization's sales methodologies like MEDDIC.
Impact
Boost seller productivity
Improve pipeline hygiene
Agentforce

Agentforce Pipeline Management Sales
Agentforce

Control Who Can Export and Publish Quota Plans
If your company uses Quota Planning and Pipeline Forecasting, there’s a new option that helps you stay
aligned with your company’s security policies.
Now, you can control who’s allowed to export or publish
quota plans, speciﬁcally for forecasts based on sales
territories.
How it works:
→ Go to Sales Planning Settings, then ﬁnd the Publish Options.
→ Turn on the ability to export and publish quota plans.
→ Decide which roles can access these features by assigning the right permissions.
SALES
Sales

Navigate Quota Plans Easily
The ability to freeze speciﬁc columns and headers when working on
quota planning.
Territory and Owner will remain ﬁxed, so you don’t lose sight of them when
working with a large amount of data
Sales

Automate Prerequisite Steps to Conﬁgure
Consumption Forecasting with One Click
→ Comprehensive Data: Combine CRM data with external sources for detailed forecasts
→ Actionable Insights: Predict consumption trends to give leadership meaningful insights
→ Historical Analysis: View past trends across diﬀerent categories and user levels
→ Flexible Adjustments: Modify forecasts individually or in bulk with smart tools
→ Real-Time Updates: Adjustments roll up instantly across the team hierarchy
→ Quota Tracking: Track progress toward sales goals directly in the system
Sales

In the latest release, you can simplify the setup
using the forecasting data kit
The data kit will create the required data lake and
data model objects for standard objects
This neat piece of
automation will save you a
ton of time, as you no longer
need to manually create
objects in Data Cloud
Sales

Einstein-draed Flows
Generate Flows with Natural Language Prompts
Einstein for Flow is auto-enabled for users with Einstein Setup enabled.
After enablement, admins can click the ‘New Flow’ button in Flow
setup, select the option “Let Einstein Help You Build,” and enter a
prompt.
Use Case
Admins enter a natural language prompt, and Einstein quickly
generates a flow on-screen. Einstein can create flows with custom and
standard objects and fields.
Einstein-draed Summaries
Generate Flow Summaries with Einstein
Admins can find the flow they want to summarize under Setup, or from the
Flows tab in the Automation app, and can open it in Flow Builder to summarize.
Use Case
Admins open a flow in Flow Builder, then click Summarize Flow. They can then
select options to adjust the summary length as needed, and add the summary
to the flow description.

Improved Canvas Usability
Faster Editing with Single-Click Element Cards
Customer Need
Builders need a more intuitive and efficient way to interact with elements on the canvas, reducing
unnecessary clicks and improving workflow clarity.
In Auto-Layout mode:
● Single-click to edit: Clicking a card now immediately opens its configuration panel, eliminating
extra clicks.
● New overflow menu: A “⋮” menu on the top right of each card provides easy access to Copy,
Cut, Delete, and Fault Path actions, replacing the previous placement in the between-card “+”
menu.
● Smarter element descriptions: Instead of always displaying a prominent indicator, element
descriptions now appear as a tooltip on hover when an element is in focus.
● Sticky zoom: The canvas now preserves your zoom level when selecting elements, preventing
unexpected zoom resets.
● Dynamic cards: Cards now adapt to support additional features and content as Flow Builder
evolves.
Use Case
Easily edit elements, access key actions directly from the card, and view descriptions only when
needed.
Impact
● Faster, more intuitive flow building.
● Cleaner canvas experience with less visual noise.
● Improved accessibility to key actions without unnecessary navigation.

Search For Nested Resources
Search up to 10 layers of nested data in the new
Resource Picker
Beta
Customer Need
The new resource picker component previously only allowed users to search one
view at a time or to manually traverse through resources. This limited the ability for
users to quickly locate resources that are nested deeper in the hierarchy.
After entering a search, click Expand Search (Beta) to switch to nested search
mode. The new nested search returns results that are nested under the flow
resources, such as record fields, properties of an external data structure, or levels in
a Data Graph. This enhancement is auto-enabled everywhere that uses the new
resource picker.
Use Case
A user is looking for the “Close Date” field within an Opportunity resource. If the
user chooses to expand search, they can easily find and select the “Close Date” field.
Impact
Helps improve the usability and the depth of data that can be easily accessed using
the resource picker search tool.

Beta
Get Related Records in a Single Element
Customer Need
Flow builders often need related information from
multiple objects, and doing loops and several Get
Records just to gather those is cumbersome for
building and taxing on limits.
Builders in Get Records will see a new checkbox
which allows them to enter a separate mode which
allows them configure these related records. This
requires additional configuration, like field selection,
in order to ensure data storage optimization.
Today’s Limits
● Related records in the Get Records element are
available only in autolaunched flows.
● Getting related records for a collection of records
isn’t supported.
● The Loop element doesn’t support nested
collections in related records.
Credits for the .gif : Jennifer W. Lee

New Action: Run Agent
Call an agent from any automation
Customer Need
Previously, agents could run a flow but flow could not invoke agents. Now, customers
can add agents to their flows to mix deterministic and nondeterministic behavior.
Once an agent is activated in Agent Builder, a new invocable action will be available
in Flow under the AI Agent Actions category no matter the flow type. Customers can
add more than one agent to a flow.
Use Case
Using Flow, a Deal Desk agent can analyze new deal desk requests immediately when
they come in, summarize the situation, add categories to the request, and then draft
a proposed reply for the Deal Desk ops team before they even log in for the day.
Impact
By calling agents from flow, customers can use agents to proactively automate tasks
and processes, including scheduled and batch jobs.
This action consumes Einstein Credits and only works with Agentforce Service Agents and Agentforce Default Agents.
Agentforce

Send Email Action Enhancements
Usability improvements for Send Email Action
The new ux experience allows users to annotate their inputs by
using the modernized input configurators
Use Case
A user wants to add an attachment and define sender types and
sender address along with email template selection
View Action and
Subflow Outputs
At-a-glance view of the Outputs for
Actions and Subflows

Find Issues Faster while Debugging Flows
Solution
● Results can now be filtered and searched on to track information
changes or find important details
● Each item in the debug panel is now contained in a card to create
more visual separation between elements
● Each element now has a summary line showing a snapshot of
what happened for each element
● The panel can now be expanded up to 80% of the width of Flow
Builder to fit more data on your screen
● Copy the debug log to the clipboard for further processing / diffing
● CRUD elements and Collection Filter, Collection Sort now show a
formatted JSON view for Records, Record Collections, and
Apex-defined Types
Overhaul of the Debug Details panel
These improvements apply only to flow types that use the on-canvas
debug experience. It’s not available for screen-based flows.

Reactive Screen Actions
Launch screen actions based on user input
changes to create truly reactive forms
Customer Need
Customers often need to query for data and put that data into the same screen.
This is currently solved by Action Buttons (GA in 252), but a button press may not
be desirable. Data Fetcher currently meets this need, but is an appexchange
install and requires SOQL knowledge.
See our help docs:
https://help.salesforce.com/s/articleView?id=platform.ﬂow_ref_elements_scre
en_ﬂow_screen_actions.htm&language=en_US&type=5
Use Cases
1. Search for records without navigating
2. Create record-based dependent picklists
3. Provide summary data for selected rows in a data table, like Total Amounts,
Rollups, or more
4. Perform real-time validation with data external to the screen, like duplicate
record checks
Create record-based dependent picklists
Search for records without navigating

Reactive Screen Actions
GA Addition: Limit when your screen
actions run with conditions
Customer Need
Screen actions would always trigger when the screen loads or an
input changes - creating potential performance or usability issues.
● Users can not set limiting conditions for when a screen action
should be allowed to run when an input into the ﬂow changes
● Users can also conﬁgure if they want screen actions to run when
a screen is revisited (When a user goes back, then forward)

Screen Component-Level Layout
In each component in your screen, directly control the:
● Width (out of a 12-column grid)
● Vertical alignment
Use Case
● Set three text ﬁelds to 4 of 12 width, and they appear in a row
together.
● Make better use of the space in a repeater instance by setting the
individual component widths or by setting the width of the repeater
instance.

Visual Picker Component
Add Icons to Choice Lookup
Bring more pizzazz to your selections with icons

Flow Approval Process Creation
Directly from the Approvals App
Customer Need
Create an autolaunched flow approval process from
within the Approvals app. The wizard makes it easy to
set up a draft process with up to 3 levels of approvals,
final actions, and a recall path.
For more flexibility, you also have the option to build an
autolaunched flow approval process from scratch by
using Flow Builder.
In the Approvals app, click Create Flow Approval
Process, and then select Use a Wizard.

Agentforce Surfaces
Deliver rich experiences with an Agentforce Agent
Customer Need
Previously, Agentforce conversations were limited to plain text, making interactions less
engaging and interactive. Customers now expect seamless, visually engaging experiences
on our messaging channels.
Agentforce Surfaces enables rich messaging experiences natively within Agentforce,
transforming text-based interactions into dynamic, interactive experiences. With no admin
setup required, agent responses will render Rich Choices (Carousels, List Selector, etc.) and
Enhanced Links directly in the messaging experience.
Use Case
A retail brand boosts engagement using Agentforce Surfaces within Agentforce
conversations. WhatsApp List Selector delivers personalized recommendations, Apple
Messages for Business enables easy appointment booking, and Messenger quick replies
simplify order tracking—all in a uniﬁed experience
Impact
Increase in engagement by replacing static text with interactive messaging. It reduces agent
workload through automation, and ensures a consistent, visually engaging experience
across all digital touchpoints, enhancing customer satisfaction and operational eﬃciency.
UE & EE + DE +
Agentforce
Agentforce
Enterprise and Unlimited editions with the Digital Engagement add-ons

Enhanced LWR
Only
Agentforce in Experience Builder LWR (Beta)
AI-powered content creation and site building assistance
Customer Need
Experience Builder users want to quickly create engaging content for their
site. Additionally, users want readily available help without needing to
leave their workflow within Experience Builder.
Available in June 2025.
On your enhanced LWR site in Experience Builder, open Settings > General
and enter a description of your company in the Brand Identity field.
Add a Text Block component to the canvas, and in the property panel click
the sparkle button in the Text or Expression field. The AI agent will
generate text for your component.
You can also ask the AI agent general questions like “How do I allow guest
users to access my site?”
Use Case
A site builder creating a community portal wants to quickly create footer
text. He/she types the utterance “write footer text that includes my
company’s contact information”.
Impact
Improved Experience Builder user productivity
Beta

Recaptcha for MIAW Web
Boost security against spam bot attacks
with native captcha solution
UE & EE + DE
Customer Need
With Agentforce adoption scaling up, there is an increased likelihood of malicious
spam bots attacks over support chat, impacting brand reputation, costs incurred
and customer relationships. The threat of spam bot attacks becomes even higher
as MIAW nears a steep adoption curve with Live agent reaching the End of Life.
A secure captcha solution (leveraging Google Recaptcha) that runs an evaluation
challenge within the browser on chat button click or prechat form submission, to
classify the end user as a Human or a bot. Requires registering domain with
Google Recaptcha, enabling Recaptcha from the setup for MIAW channel and
publishing the deployment.
Use Case
An online retail brand wants enhanced protection against spam bot attacks on its
support website since the bulk of its users are guests and hence, not
authenticated. When enabled, on clicking the chat button the end user views the
Google Recaptcha banner and is evaluated in the background. If identiﬁed as a
human, the user is able to initiate a chat.
Impact
A Native Recaptcha solution boosts client side security for businesses oﬀering
website chat support, thereby blocking automated spam bot attacks, improving
user experience,reducing fraud and abuse, optimizing server load and operational
costs, thereby improving overall customer trust and satisfaction.

Run Flow Tests Through SF CLI
Customer Need
It is time consuming to select and run automated testing for your Flow in
the builder. Need a way to run all flow tests through CI/CD process.
Solution
● Users can now run all flow tests at once or specify individual Flows to
run through SF CLI command: sf flow run test
● This works with async and sync, result is passed back to FlowTestResult,
user can see it in CLI, from Flow Builder, or query the records directly.
● Customers can also test errored scenarios instead of just happy path.
Impact
Customers will be able to easily run all their Flow Tests with 1 command
and see a summary view.
Requires the latest SF CLI 2.82.6 (TBD), or install plugin-flow 1.0.0 if using the older version of CLI.

Apex REST APIs as Agent Actions
Make your Apex REST APIs available to Agents!
Beta
Customer Need
Enhance the ability of agents to perform jobs unique to
your business by calling your existing Apex REST APIs.
Agent for Developers generates the OpenAPI document
describing the Apex REST API, which the developer
enrichs and registers with the API Catalog, and then
custom agent actions can be created.
Use Case
Applicable to any Apex REST API that agents need to call
to perform their jobs.
Impact
Leverage existing Apex REST API investment.

EE, PE, & UE
Contact and Person Account
Nurture all prospects with Agentforce SDR
Customer Need
Businesses need to automate outreach to Contacts and
Person-Accounts, not just Leads, to nurture existing customer
relationships and drive cross-sales/upgrades.
Add "Activate SDR Agent" action to Contact/Person-Account page
layouts. In Agent Builder, configure Engagement Rules for Leads,
Contacts, or Person-Accounts. Ensure records have Account Name,
Owner, and Email Address fields populated.
Use Case
A company wants to automate cross-sell campaigns to existing Contacts.
They add the "Activate SDR Agent" action to Contact pages, set up rules
in Agent Builder, and ensure all Contact records have required fields. The
SDR agent then automatically engages these Contacts.
Impact
Increased revenue potential, and prospecting efficiency. Reduced
manual work and expanded market reach.
Lightning Experience in Enterprise, Performance, and Unlimited editions with the Agentforce SDR add-on
Agentforce

EE, PE, & UE
Multi-language
Engage with Prospects in More Languages with Agentforce SDR
Customer Need
Businesses need to engage with prospects in multiple languages to
expand their reach and personalize communication.
In Agent Builder's Language Settings tab, users can now select the
default language (French, Italian, German, Spanish, Japanese, or
Portuguese) for their SDR agent. This determines the language of
outgoing emails. All reply emails will be generated in the default
language. Preview Language in Prompt Builder is for testing only.
Use Case
A global company wants to automate prospecting in Spain. They set
the SDR agent's default language to Spanish in Agent Builder. The
agent then generates intro emails and nudges in Spanish.
Impact
Expand market reach for Agentforce SDR by supporting multiple
languages. Improved prospect engagement through personalized,
localized communication. Increased eﬃciency for global sales
teams by automating multilingual outreach.
Agentforce

EE, PE, & UE
Agent Control Center
Monitor agent activity and outcomes in one place
Customer Need
Agent managers need a central place from which they can track their
agents and monitor success metrics.
Users with the “Use Agentforce SDR” permission set can view the
Agent Control Center in its own tab. Lead views can be filtered for a
personalized view. Contact view will be available soon.
Use Case
An agent manager wants to know how many leads the agent has
worked, as well as how many have opted out, requested meetings, or
errored out. They navigate to the Agentforce SDR tab and filter by
Agent Assignment date and Lead Owner, and the KPIs across the top
update dynamically. Clicking a KPI automatically filters the list below.
Impact
Increased trust in agents and metrics to support ROI. Improved
operational efficiency as managers can monitor from one place.
Agentforce

EE, PE, & UE
Testing Center
Test SDR Emails with Agent Testing Center
Customer Need
Users need to efficiently test Agentforce SDR emails at scale across
multiple leads and scenarios. Manually testing each scenario is
time-consuming and inefficient.
The Agent Testing Center now supports batch testing via CSV
uploads. Users can create CSV files defining multiple test scenarios
(intro, nudge, replies) and upload them. The system automatically
generates quality scoring and performance metrics for each scenario.
Use Case
A sales manager wants to validate intro email across 100 different
leads with varying characteristics. They create a CSV file with each
lead's data and upload it to the Agent Testing Center. The system
returns quality scores and performance metrics for each lead.
Agentforce

EE, PE, & UE
Optimize Prompt Development with
Step-by-Step Visuals in Prompt Builder
Prompt Builder features a guided, visual layout that takes you
through each stage of your prompt’s lifecycle, from creation,
to testing, and activation.
Lightning Experience in Enterprise, Performance, and Unlimited editions with the Agentforce
Agentforce

Customer Need
Agents can now be grounded in their decision making by
data both inside and outside Salesforce via native access to
External Objects in Prompt Builder.
External Object are now available for selection in Prompt
Builder just like Custom Objects. Administrators use
Salesforce Connect to create External Objects from External
Data Sources like SAP, Microsoft, AWS, and Snowflake.
Use Case
Order/fulfillment info is very commonly stored outside
Salesforce, but is useful for Agents configured to perform
customer support (e.g. “what is the status of my order?”)
Impact
Smarter Agents powered by all your data, not just CRM data
Ground Prompts with External Objects
For easy RAG on data outside Salesforce

Enterprise,
Unlimited
Conversations Upload
Any meeting recording now in ECI
Customer Need
Sales teams and organizations often have valuable meeting recordings from external
sources—such as webinar platforms, customer-provided recordings, or meetings
recorded by team members not integrated with ECI. Without a way to process and
analyze these recordings, critical insights may be overlooked. The ability to manually
upload recordings ensures no valuable conversation data is missed.
Users with the appropriate permission set can manually upload MP4 recordings
through the Conversation Hub. Each user is limited to three uploads per day. This
feature accommodates recordings from various vendors, enabling seamless integration
of external data into the ECI platform for further analysis and insight generation.
Use Case
A Seller receives a webinar recording from a client discussing their business needs.
Since the webinar was hosted on a platform not integrated with ECI, the manager
uploads the MP4 ﬁle manually. Once uploaded, the recording is processed, and key
insights are generated, helping the team tailor their sales approach.
Impact
Data Capture

AI Tagging and Classification (Beta)
● Automatically tag and classify data using AI
● Tags like HIPAA, GDPR, PII applied based on content
● Built-in or custom taxonomies supported
● Enables consistent governance and compliance
● Saves time, improves accuracy, and enhances data protection
Policy-Based Governance (Beta)
● Create and enforce fine-grained access policies
● Supports field, object, and record-level policies
● Dynamic masking of sensitive data
● Policies apply across Agentforce, Analytics, Segmentation
● No code required – easy to manage and compliant

RAG 2.0 - Smarter Retrieval - Augmented Generation
● Enhanced data indexing with metadata
● Better handling of vague prompts
● Adds inline citations to AI responses
● Improves answer accuracy and trustworthiness
● Enables clear audit trails for compliance
Unstructured Connectivity Enhancements
● Supports intelligent processing of unstructured data (PDFs, emails, web content)
● New connectors: Web Crawler, Site Map, Zendesk
● Easily integrate knowledge from websites and external repositories
● Empowers smarter, more accurate AI agents

Zero Copy Framework
● Real-time data access from systems like Snowﬂake, BigQuery,
Databricks
● No data duplication – reduces storage and sync complexity
● Uniﬁed analytics and AI on external data
● Expanded partner integrations via AppExchange
● Faster setup and improved compliance
More about Data Cloud in the annexes

Data Classification
Identify What to Protect
Customer Need
Customers must identify fields that contain sensitive information to
improve org security posture.
Leverage “Guided Classification” in the Security Center Extension
package to jump start efforts to identify and classify fields
containing sensitive information in an org.
Use Case
The first step in improving org security is understanding where
sensitive data resides in an org. Rather than configuring sensitivity
level and compliance categorization one field at a time, Data
Classification provides a rich set of field filtering and bulk
classification capabilities to quickly classify fields.
Impact
Quick & accurate field classification enables Customers to move on
to efficiently assessing how well sensitive information is protected
and mitigating high risk conditions which may exist in their org.
Security Center Extension Package - All licensed Security Center OR Own Secure customers

Marketing Cloud
Advanced
Custom Automation Events
Create your own Events using Data Cloud data
Customer Need
Any object in your Data Cloud can be used to
define Events that your business wants to react
to, including DMOs, Calculated Insights, Segment
Membership all available in Real-Time.
Solution / How To Configure
Go to the Automation App and the Automation
Events tab to see your existing Events or create a
new one. You can select your Trigger Object and
set optional Event Trigger Conditions.
Use Case
As a marketer, I want to create an Event using my
Data Cloud data, so that I can orchestrate a Flow
to Start or a Wait Until Event.
Impact
Use data change events in Data Cloud to
orchestrate your marketing workflows.

Marketing Cloud
Growth & Advanced
Wait Until Event Extended Support
Customer Need
Marketers need to pause and resume flows dynamically
based on real-time customer interactions.
● In an Automation Event-Triggered Flow, add a Wait
Until Event element.
● Select an event from the library and configure it.
● For messaging events, place Wait Until Event
immediately after the message action it monitors
Use Case
As an example, trigger a flow any time a user fills out a
form. Send a thank you email, wait for a click, then send
an SMS if no click occurs within two weeks.
Impact
● Enables real-time, personalized engagement based
on user actions.
● Improves efficiency by automating follow-ups.
Now Supported in Automation Event Triggered Flows

Marketing Cloud
Growth & Advanced
Prospect
Customer Need
Prospect object will act as a “holding tank” of unassigned prospective
buyers who are yet to be qualified for actual ownership. In this state, they
can be hidden from most users and nurtured until they have met some
qualification threshold. Once qualified, these records can be converted to
objects in the downstream revenue lifecycle (Lead, Contact, Opportunity)
and assigned to specific users or queues.
Customers will be able to view Prospect tab if they have Marketing cloud
growth & advanced licence. Need to have the latest Marketing Setup
Objects Data Kit installed
Use Case
As a marketer, Once a prospect is qualified, I want to convert Prospect
directly into Contact/Opportunity through UI or flow
Impact
Conversion of Prospect directly to contact can help increase sales
efficiency to boost revenue for customers
Conversion to Contact

Activation-Triggered Flows
Personalized Interactions on Any System
Customer Need
Data Cloud Activations come pre-configured with many activation
targets, but if customers need to call another system or build out
complex logic before sending data on, they have not been able to do so
using our low-code tools.
Users should set up an activation with a Data Cloud target, then open
Flow, select Activation-Triggered Flows, and build their automation.
Users can access Flows’ rich library of invocable actions to call an
external system, or build new ones using HTTP Callouts.
Use Case
An analyst wants to activate a highly personalized interaction using their
in-house system. They can use activation-triggered flows to connect
their Data Cloud data to their in-house system.
Impact
Data Cloud Extensibility
Only available in Data Cloud. Annexe

Marketing Cloud
Advanced
Custom Automation Events
Create your own Events using Data Cloud data
Customer Need
Any object in your Data Cloud can be used to
define Events that your business wants to react
to, including DMOs, Calculated Insights, Segment
Membership all available in Real-Time.
Go to the Automation App and the Automation
Events tab to see your existing Events or create a
new one. You can select your Trigger Object and
set optional Event Trigger Conditions.
Use Case
As a marketer, I want to create an Event using my
Data Cloud data, so that I can orchestrate a Flow
to Start or a Wait Until Event.
Impact
Use data change events in Data Cloud to
orchestrate your marketing workflows. Annexe

Data Cloud query results caching on client side
Reduced credit consumption and improved performance
Customer Need
CRM Analytics now delivers Data Cloud Direct queries on the browser
side with results caching. This change addresses high credit consumption
costs by temporarily storing data in CRM Analytics memory, which
reduces the need for repeated live queries. As a result, you get significant
cost savings and performance improvements.
From Setup, in the Quick Find box, enter Analytics, and then select
Settings. Click Enable Data Cloud Direct query results caching to enable
it.
Next, enter the number of hours in the Set the validity period of the cache
field for data to be cached. Data is cached for one hour if the field is
empty.
Use Case
A CRMA admin wants to balance data freshness with low cost to serve.
Impact
Cost savings and performance improvements with Data Cloud direct.
Annexe

Data space ﬁlter for DMO selection
Simplify DMO selection
Customer Need
Administrators working with Context Service often manage numerous Data
Model Objects (DMOs) across various data spaces. Navigating and selecting
the correct DMO for a specific context definition can be time-consuming and
error-prone, especially in complex data environments.
Administrators can use a data space filter within the DMO selection interface
during context mapping creation to narrow down the list of available DMOs by
selecting one or more data spaces.
Use Case
An administrator is creating a context definition for a customer service process
for Electronics business unit. Instead of scrolling through a long list of all
DMOs, they use the data space filter to select "Electronics" data space. The
DMO selection interface now displays only the DMOs associated with this data
spaces, making it easier to find and select the required DMOs.
Impact
Administrator productivity
Annexe

DMOs for LPI Agents
Analyze Licenses, Permits and Inspections with Data Cloud
Customer Need
Public sector agencies collect a significant amount of information about the
constituent and their engagement with the agency. With the DMOs for Licenses,
Permits, and Inspections, agencies can generate insights on applications and
inspections that need attention, analyze the impact of inspections and enforcement
actions on violations, and, monitor constituent satisfaction.
● Deploy SSOT package to access DMOs
● Deploy PSS data kit to stream data from PSS org to data cloud DMOs
● Leverage data cloud capabilities to develop a unified profile
Note: The updates to PSS data kit (managed package) and associated documentation is targeted to be
released on 15-May
Use Case
Stream data from PSS orgs to predefined DMOs in Data Cloud to capture data on
Licenses, Permits and Inspections.
Impact
Monitor efficiencies of agency operations, generate insights into impact generated
by agencies
Included with
Public Sector Solutions -
Service - Einstein 1 Edition
Annexe

Salesforce Channels
Travailler plus rapidement, en équipe et contexte
Interface conversationnelle intégrée à la
fois dans Slack et Salesforce
Les administrateurs déﬁnissent quels
objets peuvent utiliser les Salesforce
Channels et ajoutent le composant aux
pages d'enregistrement Lightning.
Les utilisateurs ﬁnaux peuvent créer,
rejoindre et inviter des collègues dans
des Salesforce Channels, où ils
collaborent en temps réel avec un accès
aux conversations et aux données, qu'ils
soient dans Salesforce ou Slack.
Disponilble pour tout le monde
Setup > Slack Channels for Records
(Pour activer la connexion entre SF et Slack) 1)
Tools & Settings > Manage Salesforce
organizations
2) Setup > Manage Slack Connection

Autres évolutions
Toujours plus de fonctionnalités
Créer des dossiers pour les fichiers et les liens
Organisez les informations et les ressources importantes dans n’importe quel canal
ou message direct en ajoutant un dossier à l’en-tête de la conversation. Vous pouvez
ajouter jusqu’à 100 canevas, listes, fichiers et liens à un dossier.
Ajouter des propriétaires à vos canevas et vos listes
Pour accorder à d’autres personnes les mêmes autorisations que celles dont vous
disposez en tant que créateur ou créatrice d’un canevas ou d’une liste, attribuez-leur
le statut de propriétaire. Si vous activez le partage limité, tous les propriétaires que
vous ajoutez pourront également partager votre canevas ou votre liste.
Nouvelles fonctionnalités de suivi des tâches pour les listes
Lorsque vous créez une liste, de nouveaux champs de suivi des tâches sont
disponibles afin de faciliter davantage encore la gestion de votre travail. Vous pouvez
également ajouter des sous-tâches à n’importe quel élément et configurer des
automatisations de liste grâce au Générateur de flux de travail pour programmer des
rappels lorsqu’une date d’échéance approche ou a été dépassée.
Signal sonore de notification personnalisé pour les VIP
Identifiez facilement le signal sonore des notifications VIP en définissant un signal
personnalisé.

Choose Which Dashboard Widgets to Refresh
Now Generally Available
Customer Need
Users working with standard Salesforce dashboards often need to refresh
data to reflect the latest changes. Previously, refreshing a single widget
required refreshing the entire dashboard, which was time-consuming and
inefficient—especially for dashboards with many components or
slow-loading reports.
Available in Lightning Experience.
Users can click the refresh icon on a specific widget to update only that
component.
No setup required—this feature is enabled by default for supported
dashboards.
Use Case
Only the “Top Opportunities” report has changed after a recent data
update.
Instead of refreshing the entire dashboard, the manager clicks the refresh
icon on that widget alone.
Impact
Faster access to updated data without full dashboard reloads.
Annexe

Agentforce Uniﬁed Access to SF Reports
AI-powered assistant for seamless access to all SF reporting
Customer Need
Users often struggle to find the right report or dashboard across Salesforce’s
multiple reporting tools (standard reports, CRM Analytics, Data Cloud). They
need a centralized, intuitive way to access insights without navigating through
complex menus or switching apps.
Agentforce provides a conversational interface (in SF, Slack, or Mobile) that
lets users: ask questions in natural language, retrieve existing standard
reports or CRM Analytics dashboards and generate new visualizations using
Data Cloud if needed.
Admins enable Agentforce and connect it to the Data Library, which indexes
available reports and dashboards.
Use Case
“Show me open opportunities this quarter by region.”
-> A link to an existing Lightning report, or
-> A CRM Analytics chart, or
-> A Data Cloud query result, depending on availability.
Impact
Faster access to insights across all reporting layers
Annexe

Tableau Next: SF Reporting’s Future?
Data analytics through AI integration
Data pro
Simplifies connection to data sources.
Modular data visualization component for embedding charts into broader
workspaces.
AI-powered suggestions for automatic data cleaning.
Semantics
An AI-infused layer to enrich data with business knowledge.
Concierge
Acts as a personal assistant for data understanding, enabling Q&A
interactions — inspired by Tableau Pulse.
Inspector
Proactively surfaces key KPIs and reports from your data, then suggests
relevant actions.
Tableau Marketplace
Ready-to-use solutions available when building dashboards.
Annexe

Next events
Juillet ou août 2025 23 juillet 2025
Nicolas Despres - Senior Program Architect
SF Explorer
Salesforce utilities to boost
Admins and Devs productivity
8 juillet 2025 Mi juillet 2025 (TBC)
Salesforce Forecasting

Helpful links
Data Cloud Changes
(8) Data Cloud June Release Highlights | LinkedIn
https://youtu.be/APAXZEjX0Aw?si=GKNpZzM2UjGnIP5l
Data Cloud Governance: Protecting YouData Cloud Changes
r Data in the Agentic Landscape - Salesforce Admins

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