Sales Cloud Summer ‘25: What’s New?
The Sales Cloud Summer ‘25 Release introduces several new features and enhancements to improve sales productivity, forecasting, pipeline management, and user experience.
Table of Contents
Here are some key highlights for sales cloud summer ’25:
1. Enhanced Forecasting
- Forecast Hierarchy Improvements – Better visibility into multi-level forecasts with expanded roll-up capabilities.
- AI-Powered Forecast Adjustments – Einstein AI to adjust forecasts based on historical trends and deal signals.
2. Einstein AI & Automation
- Einstein Conversation Insights – AI-driven call summaries and actionable insights from customer calls (integrated with Conversation Intelligence).
- Smart Email Recommendations – Einstein suggests relevant email templates and content based on past interactions.
3. Pipeline Management
- Pipeline Inspection Dashboard – Visualize deal health, identify bottlenecks, and take action directly from the dashboard.
- Dynamic Territory-Based Pipelines – Filter opportunities by territory for better regional insights.
4. Productivity and Usability
- Streamlined Activity Capture – Auto-log emails, calls, and meetings with improved accuracy.
- Sales Console Enhancements – Faster navigation and customizable list views.
5. CPQ (Configure, Price, Quote) Updates
- Simplified Quote Approval Processes – Reduced clicks for approvals with delegated workflows.
- Subscription Order Management – Better handling of renewals and amendments.
6. Mobile Improvements
- Offline Access for Mobile App – Work without internet connectivity, with sync upon reconnection.
- Enhanced Mobile Dashboards – More interactive and actionable insights on the go.
7. Integrations & Ecosystem
- Enhanced Slack Integration – Deeper collaboration with Salesforce records directly in Slack.
- MuleSoft Accelerators for Sales – Faster API integrations for CRM data flows.
Release Timeline
- Sandbox Preview: May 2025
- Production Rollout: June 2025
Conclusion:
Sales Cloud Summer ’25 introduces AI-powered forecasting, smarter pipeline tools, and productivity enhancements. Key features include Einstein-driven call insights, dynamic territory-based pipelines, and streamlined quote approvals. The update also improves mobile offline access and Slack integrations. With automated activity logging and a redesigned Sales Console, teams gain efficiency. Rollout starts in May (Sandbox) and June (Production). These upgrades focus on data-driven decision-making and seamless workflows, empowering sales teams to close deals faster.