As Salesforce continues to invest in AI — namely its Agentforce suite of products — the Spring ‘25 release contains plenty of new features and enhancements that reflect just that.
From innovative Agentforce features like Agentforce Service Planner for field service teams to advanced tools like Pipeline Forecasting for sales teams, both Admins and users can look forward to enhanced capabilities that simplify workflows, personalize customer experiences, and deliver deeper insights with AI + Data.
Whether it’s improving operational efficiency or enhancing customer satisfaction, the Spring ‘25 release ensures that organizations are equipped with cutting-edge tools to thrive in an AI-powered era. Let’s dive into these exciting new updates and enhancements below.
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Salesforce’s Spring ‘25 release brings powerful enhancements to Agentforce, a suite of AI-powered agents designed to transform sales, service, field operations, marketing, and more.
These updates unlock new ways for teams to deliver personalized coaching, streamline processes, and elevate customer experiences at scale. From real-time feedback for sales reps to intelligent field service scheduling and AI-assisted marketing campaigns, Agentforce continues to redefine how businesses operate across every department.
Discover what’s new with Agentforce and how these innovative tools can empower your teams to work smarter, faster, and more effectively.
Available starting late October, Sales Coach agent is an innovative tool designed to provide personalized coaching at scale — enhancing sales reps’ ability to handle challenging conversations, improve performance, and drive higher ROI.
Powered by AI and CRM data, this Agentforce agent analyzes sales pitches and role-play sessions, offering tailored feedback that helps sales reps advance deals more effectively.
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In the Qualification or Needs Analysis stages, sales reps practice their pitch, and the agent provides feedback after analyzing the transcript. In the Proposal/Pricing Quote or Negotiation/Review stages, reps engage in a role-play with the agent acting as the customer — receiving personalized feedback and actionable next steps.
Sales Coach agent includes a new prompt template type called Sales Pitch Feedback along with these new Agent topics:
Available in Lightning Experience for Enterprise, Performance, and Unlimited editions with the Agentforce Sales Coach add-on, this product is accessible through the Sales Coach Lightning page component on opportunity pages.
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Recent updates to Agentforce Service Agent introduce new features designed to improve service efficiency, enhance user experiences, and provide better oversight for supervisors. These updates include:
Real-Time Conversation Monitoring for Improved Service Quality - Supervisors can now monitor live conversations between Agentforce Service Agents and customers in Omni Supervisor to improve service quality.
Raise Flag Action for Smarter Supervisor Escalation - The Raise Flag action alerts supervisors when AI-agent conversations need human support, allowing them to intervene and transfer chats as needed.
ASA Messaging in Digital Wallet - Agentforce Service Agent - Inbound has been renamed ASA Messaging in Digital Wallet, with updated consumption tracking across multiple Agentforce tools.
Context-Driven Search Assistance - Agentforce Service Agent now provides faster solutions by using real-time search context to suggest relevant knowledge base articles.
Expanded Language Support - Agentforce Service Agent now supports Japanese in addition to English, French, German, Italian, Portuguese, and Spanish in select regions.
Salesforce introduced Agentforce Service Planner to its suite of AI Agents in October 2024 as a pilot. Now generally available, Service Planner uses generative AI to summarize cases and recommend actionable steps for resolution. It lives as an AI assistant embedded as a Lightning web component on the Case record page.
Service Planner’s suggestions are reliable and customized to your company’s policies and standards — as they are based on your Case data along with Agentforce topics, actions, and instructions. Agentforce Service Planner allows your service reps to spend less time going through your company's policies and standards, case history, or Knowledge Articles to determine how to resolve a case.
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Agentforce brings a suite of powerful tools designed to streamline operations and improve productivity for field service teams in the Spring ‘25 release. With intelligent scheduling, hands-free safety features, image-based troubleshooting, and Siri-enabled voice commands, these updates empower mobile workers to be more efficient and effective on the job.
By leveraging AI-driven insights and automation, field service teams can enhance resource utilization, accelerate problem resolution, and ultimately deliver a higher level of service. These updates and enhancements include:
Agentforce Smart Scheduling - Agentforce Field Service Actions automatically suggest appointments to fill schedule gaps based on your business rules and goals — allowing dispatchers to focus on strategic tasks and improving overall productivity and resource utilization.
Image-Based AI Assistance - Mobile workers can upload or capture images in the Field Service mobile app, enabling Agentforce to analyze visuals and provide instant solutions. This not only reduces the need for lengthy explanations, but also speeds up problem-solving.
Siri-Enabled Voice Commands - Field service teams can use Siri to interact with Agentforce hands-free, making it easy to draft post-work summaries, access knowledge articles, or schedule follow-up appointments.
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What makes Marketing Cloud Growth and Advanced edition so exciting for marketers is the ability to tap into AI features that are built on the “core” Salesforce platform such as Agentforce.
New features in the Spring ‘25 release include the ability to generate campaign content using the Agentforce agent for emails and landing pages. Plus, marketers can use the campaign brief prompt in Prompt Builder to generate a brief name, key message, audience description, and detailed campaign goals.
Agentforce Campaign Designer, the latest AI Agent for marketers, allows you to edit and refine your campaign strategy, multi-channel flows, and content from a single platform. Currently in beta, this AI Agent will allow marketers to quickly generate targeted campaigns that your audience loves. Expect more information to come out in the coming weeks about this exciting new tool for marketers.
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Whether you’re looking to streamline your opportunity-based forecasting with Pipeline Forecasting, enhance forecast accuracy with Manager Judgments, or leverage Consumption Forecasting, these Spring ‘25 enhancements provide the tools you need to optimize sales performance and achieve strategic goals. Let’s dive into the key updates that can help transform your sales process and boost seller productivity.
There are several innovative updates to Salesforce forecasting and quoting in the Spring 25’ release that sales teams will want to have on their radar. Let’s take a look at these new features and enhancements below.
Sales teams can continue managing opportunity-based forecast models as before, now rebranded as Pipeline Forecasting under the broader Salesforce Forecasting suite. This updated name better reflects forecasts built on standard opportunity objects and related data — like opportunity products, splits, and line item schedules.
It also supports models leveraging Data Cloud data, including Consumption Forecasting (more on this new feature below). Despite the name change, all your forecasts remain accessible on the forecasts page.
Forecast managers can now apply judgments to their portion of split opportunities, with inputs rolling up through the forecast hierarchy. This gives sales and specialist leaders clearer insight into their teams' forecasts.
Previously, judgments were limited to single-owner opportunities. This update applies to opportunity split-based forecasts in user role and territory hierarchies (excluding opportunity product splits) in Lightning Experience for Professional, Developer, Enterprise, and Unlimited editions with Sales Cloud.
Consumption Forecasting is an exciting new feature that empowers your sales team to accurately forecast consumption-based revenue on a monthly and quarterly basis. Once forecast types are created, teams can view actual and predicted revenue.
This feature complements Pipeline Forecasting, allowing you to manage both consumption-based and opportunity-based forecasts together. With Consumption Forecasting, your sales team can better understand usage patterns, improve forecast accuracy, and plan more effectively with benefits such as:
Help your sales team stay on track to meet quotas by publishing plans from Quota Planning to territory-based forecasts in Pipeline Forecasting. This change requires an active territory model with designated forecast managers in Sales Territories and applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions.
To get started, open a sales plan, select a segment, and then open a quota plan within it. Click Publish, and then select Territory-based Forecast.
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Keep in mind that publishing requires a forecast type that includes a territory-based hierarchy with the option to show quotas.
Quota Planning allows you to set more accurate and realistic sales targets by factoring in new reps' ramp-up periods, the experience of seasoned team members, and seasonal sales trends.
By accounting for these business dynamics, you can create more achievable quotas and publish these ramp-up and season-adjusted targets directly to active territory-based forecasts in Pipeline Forecasting — empowering your sales team with clear, attainable goals that align with real-world conditions.
To get started, open a sales plan and click Settings. Specify seasonal adjustments and add ramp profiles. Anyone with access to the entire sales plan can further adjust ramp-up and seasonality values in segments.
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Building a healthy revenue pipeline just got easier with Prospecting Center, an AI-powered solution that helps sales teams find their next customer by leveraging trusted data and intelligent insights. This tool uses a combination of external and internal signals, powered by Data Cloud, to calculate Fit, Engagement, and Intent scores. These scores identify the accounts most likely to engage and convert — enabling sales reps to focus their energy where it matters most.
With the Unified Prospecting Center view, sales reps gain actionable insights in real-time, allowing them to spend less time navigating systems and more time nurturing relationships with high-value prospects. They can create rules to calculate account scores and filter prospects (leads and contacts) based on business preferences using customizable segments.
By integrating third-party data from connectors like ZoomInfo and Demandbase, Prospecting Center ensures teams have the most comprehensive and up-to-date insights at their fingertips. This change applies to Lightning Experience and Salesforce Classic in Performance and Unlimited editions and is available for Sales Cloud users who have Prospecting Center enabled.
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The Account Plan Whitespace Map component enables sales teams to easily spot upsell or cross-sell opportunities by reviewing top-selling products from closed-won deals, filtered by amount, count, or quantity.
It also allows for comparison with related accounts in the account hierarchy, helping sales teams strategically plan for future deals. This feature is available in Lightning Experience for Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition editions with Sales Cloud, and is accessible to users with account plan access. The component is automatically displayed on the default account plan page layout, making it easy to leverage within the sales process.
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With Sales Action Plans, sales teams can enhance accountability and alignment by specifying tasks and events that drive success. These plans can be linked to accounts, cases, campaigns, contacts, contracts, leads, and opportunities — ensuring that all activities are tied to measurable goals.
By integrating action plans into sales account plans, teams can collaborate on strategies for long-term account growth. This feature empowers users to track and manage progress more effectively, helping to achieve strategic objectives. This enhancement is available in Lightning Experience for Enterprise, Performance, and Unlimited editions, as well as Einstein 1 Sales Edition with Sales Cloud.
Sales action plans will roll out starting Spring ‘25, with full availability by mid-April 2025. To get started, assign permissions and create templates in Setup, then add the Action Plans related list to your page layout. You can also access them directly from a sales account plan's Strategic Tracker to track progress against goals.
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With this enhancement, you can gain instant insight into your team’s progress toward sales account plan objectives by defining specific objects, fields, and conditions that align with your long-term account growth goals. For example, set a goal for a dollar amount from closing certain opportunities, and the progress will be automatically calculated and updated.
You can track activity on specific records and standardize account plan tracking across your enterprise by reusing calculation definitions for all accounts — with customizable target values for different objectives. This enhancement provides more flexibility compared to the previous manual process, allowing your team to easily specify and track both qualitative and quantitative objectives, including related records.
Available in Lightning Experience for Enterprise, Performance, and Unlimited editions, and Einstein 1 Sales Edition with Sales Cloud, this feature allows your team to see their progress automatically updated daily — improving efficiency and alignment across all accounts. Calculation definitions are optional, so you can still track objectives manually if needed.
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The Seller-Focused Mobile Experience is the easiest way to turn leads into sales directly from your phone or tablet. With an updated Events detail page, meetings become more impactful — enabling you to view and edit meeting details, check attendance responses, and access related records easily.
Additionally, the Ask Einstein field has been renamed to Ask Agentforce, bringing even more streamlined functionality. This experience is available on both Android and iOS devices across all editions, except Database.com, and requires the Salesforce Mobile App: Native Seller Experience permission, along with Agentforce for users who have the Use Agentforce Default Agent permission.
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In February of 2025, Einstein Automated Contacts will be retired. Once this occurs, Salesforce won’t suggest new contacts and opportunity contact roles.
Salesforce admins and users will also lose access to Einstein Contact Suggestions and Einstein Opportunity Contact Role Suggestions items on the App Launcher, the Added by Einstein list view, and other items. Salesforce recommends moving to Automatic Contact Creation in Einstein Activity Capture. This feature replaces Einstein Automated Contacts and gives users new capabilities.
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The Salesforce Spring '25 release introduces exciting new features and enhancements for service teams, with AI remaining a key focus for enhancing customer service operations across industries. Let’s take a look at some of the latest features and enhancements below.
Salesforce continues to strengthen its AI-powered service tools with new Einstein for Service updates — designed to help teams deliver faster, smarter, and more personalized customer support.
Einstein Conversation Mining (ECM) is a feature that allows you to spot common themes, track customer sentiment, and uncover trends across every customer touchpoint — whether that be in chats, emails, or calls.
You can then turn these interactions into strategic insights using features such as Automatic Call Transcripts, Sentiment Analysis, Topic Identification, Actionable Insights, Trend Analysis, or Conversation Summarization. ECM helps service teams understand customer needs better and identify areas for improvement.
ECM now supports French, German, Italian, and Spanish for all channels in addition to Voice. With this new support channel, you can easily identify frequent cases and inquiries, and pinpoint areas suitable for automation to streamline future cases.
Additionally, with this release you can now customize support emails with the Einstein Service Replies for Email prompt template in Prompt Builder. This enables you to personalize the default Einstein Service Replies for Email prompt template — ensuring your emails are relevant to your Knowledge Base and case-specific.
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Conversation Catch-Up — a feature that creates an AI-generated summary of a conversation when an agent or supervisor joins an active voice call or messaging session — now supports rich content messages.
Previously, only static content messages were included and summaries can now support choices and choiceResponse messages. Several new languages are also supported including Dutch, Mexican Spanish, Portuguese, Portuguese Brazilian, and Swedish.
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Several features have been renamed related to employee service, including:
Alumni Portal, an exciting new feature for Experience Cloud, allows your alumni to read knowledge articles for solutions to common problems, navigate to important and frequently used resources and pages, submit service requests through Service Catalog, and network with other alumni. Alumni can also create cases or contact HR personnel through the email, voice, and messaging channels.
Another exciting enhancement for employee service teams is the Feedback Management feature — which now allows automatic surveys to be sent to employees when their case is marked as closed.
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The Spring '25 release empowers service teams to make smarter decisions with deeper insights into service trends, agent performance, and customer satisfaction across all service channels. New Case dashboards provide a clear, comprehensive view of team caseloads, while CSAT dashboards offer detailed analysis of customer satisfaction scores.
Additionally, Agentforce dashboards reveal how Agentforce Service Agents are supporting customers — helping teams identify strengths and areas for improvement. These insights enable service leaders to optimize operations, boost agent performance, and enhance the overall customer experience.
Available in Service Cloud for Lightning Experience and Einstein 1 Service, this feature requires enabling Service Insights in Setup and assigning the appropriate Tableau Einstein permission sets to users.
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The Spring '25 update to Draft with Einstein empowers service reps to create more personalized and effective emails by allowing them to write free-form instructions for email drafts, adjust the length and tone of generated content, and insert AI-generated text into email templates. This flexibility helps reps tailor their communication to fit customer needs — improving response quality and efficiency.
Additionally, service reps can now send attachments on the mobile app, customize a fallback message in the event of a messaging service downtime, and send outbound messages from a contact, account, or lead record page. Einstein Article Recommendations for Messaging (currently beta) will provide service representatives with relevant articles in real time during calls — reducing handle time and improving the customer experience.
For Voice, you can now measure rep capacity based on the status of a rep’s accepted work. Status-based capacity was previously available for other service channels, but is now available for Voice. Additional Voice updates include the ability to disconnect voice call recordings you no longer need from their associated voice calls and manage calls directly from your headset.
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Delivering accurate and timely information is essential for providing exceptional customer service. Recent Salesforce enhancements make it easier than ever for service teams to manage, update, and access knowledge articles.
From integrating third-party content with Data Cloud connectors to streamlining complex approval workflows and leveraging AI-powered editing tools, these updates empower teams to create a more efficient, reliable, and user-friendly knowledge base. These improvements not only simplify content management but also help service reps resolve cases faster and deliver more personalized customer experiences.
You can now leverage Data Cloud connectors to seamlessly integrate knowledge articles from third-party sources into Data Cloud. By unifying all your knowledge articles into a centralized, comprehensive knowledge base, you can enable your service reps to resolve customer cases more efficiently and provide more personalized, impactful customer experiences.
Additionally, you can also open links from articles ingested from third-party sources directly within Salesforce to avoid switching to separate applications. This feature is available for articles ingested through these connectors in Unified Knowledge:
Have a complex knowledge approval process? Adding and managing multi-stage approval processes to your knowledge base just got easier with updates to Flow Builder.
This update ensures that content generated with AI is thoroughly reviewed for accuracy by key stakeholders — such as senior editors, product specialists, and legal teams. Leveraging Flow Orchestration allows for seamless customization, easy integration, robust error handling, and scalable approval processes.
Enhancements to the Lightning Article Editor such as improved image resizing and other UI/UX updates makes writing knowledge articles easier and more efficient.
With Einstein Knowledge Edits (now generally available), you can easily revise fields on your Knowledge articles by using generative AI with predefined edit prompts. Predefined edit prompts can help you improve the grammar, conciseness, and readability of your knowledge articles.
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You can now use Flows to automate milestone completion. Completion status can be based on specific criteria involving relevant fields or case status. This ensures that milestones are auto-completed when the criteria is met — without the need for manual intervention.
Also exciting, you can now create custom reports for cases with or without milestones with the Case Milestones report type. The Case Milestones report type allows you to generate reports on case milestone fields — enabling efficient tracking and analysis of SLA violations and entitlements. It also provides insights into past SLA performance, helping you make more informed decisions.
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In Enhanced Omni-Channel, reps can now transfer more than just Voice calls and Messaging sessions — they can reassign other types of work to different queues, service reps, AI agents, skills, or Omni-Channel flows without changing the work record's Owner field.
Once reassigned, Omni-Channel automatically routes the work to its new destination and prioritizes it higher in the queue — improving resolution times and supporting SLA attainment.
Another great productivity update for service reps is the collapsable Omni-Channel sidebar. Reps can use the sidebar to quickly view updated work items or change their statuses. The inbox shows assigned work first, then opened work, and lastly paused work. Within each of those groups, the inbox organizes work items from most recently updated to least, with the most recent ones appearing higher in the list.
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You can now capture responses from partially completed surveys. Participants can quickly resume the survey from where they stopped even if they don't manually pause the survey — allowing you to gather the data and insights you need.
Additionally, with Customer Experience Intelligence you can collect customer data from surveys, voice, chat, and cases to understand their behavior and preferences. You can then use CRMA Analytics (CRMA) dashboards to view trends and insights gathered using Customer Experience Intelligence.
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My Service Journey is now generally available with the Spring ‘25 Release and allows you to visualize what your org needs and explore different Service areas such as the Help Site or Agent Console. You can also filter capabilities based on your business goals, edition, or what’s new feature-wise.
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The Spring ‘25 release introduces powerful new features and enhancements designed to help field service teams work smarter, safer, and more efficiently. From AI-driven tools like the Einstein Pre-Work Brief with audio support to expanded geolocation-based actions for real-time monitoring, these updates are built to streamline operations and improve service delivery.
Field service teams can now enhance worker safety and efficiency with the Einstein generative AI Pre-Work Brief — which now offers an audio version of the brief. This feature allows mobile workers to listen to the brief while staying focused on their surroundings, such as in a busy job site, so they can prepare for the task without having to look at their phones. By reducing distractions, this improves both safety and productivity on the job.
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Field service teams can quickly get their Field Service solution up and running with Field Service Setup. With just one click, you can activate Field Service, install the managed package, and assign the necessary permissions and profiles.
You can also explore valuable features and discover how Field Service enhances your operations, with dynamic videos, tips, and expert recommendations to help you set up maintenance plans and the mobile app. This simplified, engaging experience makes it easier for teams to tailor their Field Service implementation and improve efficiency from day one.
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You can now enable continuous 24-hour availability for all service resources for specific scenarios like emergencies, use operating hours or shifts, and set a recordset filter criteria to define the conditions.
This enhancement supports seamless scheduling across both standard and extended hours — even for periods that span more than 24 hours, without creating gaps or disruptions. Unlike before, when only capacity-based resources were available at all times, this update offers greater flexibility and ensures that your field service team can respond to urgent needs more efficiently.
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Field service teams now have more flexibility when scheduling appointments requiring a crew size of one, as they can assign these appointments to either an individual service resource or a crew.
Previously, this option was only available when Enhanced Scheduling and Optimization was not in use, but now, with Enhanced Scheduling and Optimization, teams can easily enable or disable this functionality with the "Assign Service Appointments to Individuals and Crews" checkbox. This feature streamlines scheduling — ensuring that appointments are assigned more efficiently based on the specific needs of the job.
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Field service teams can now easily track changes to service appointments, helping them quickly identify and resolve scheduling issues. The new Service Appointment Lifecycle feature records updates to key scheduling details — such as assigned service resources, appointment duration, and start and end times — and displays this information directly on the service appointment record page for easy access by dispatchers and Salesforce admins.
Additionally, all changes are stored in the new Field Service object change record page — allowing admins to analyze trends, identify recurring issues, and generate reports to improve scheduling efficiency. This added visibility helps field service teams prevent delays, optimize resource allocation, and deliver more reliable service.
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Currently in beta, the new Field Service Intelligence dashboards empower field service teams to achieve their goals by providing clear, data-driven insights that improve operations and lower costs. With intuitive visualizations and KPIs enhanced by Einstein, teams can easily track performance and make more informed decisions.
Work Order dashboards reveal the sources of service requests, while Service Appointment dashboards highlight trends like appointment duration and first-time fix rates.
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The simplified Appointment Assistant experience streamlines booking for field service teams by offering customers a clear, single-day view of available appointment slots. This focused layout makes it quicker and easier for customers to select a convenient time, reducing scheduling delays and last-minute changes.
By eliminating the need to scroll through an entire week’s schedule and providing an easy option to check future availability, field teams can expect fewer missed appointments and a more efficient scheduling process.
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Field service teams can now streamline their workflows with dynamic, responsive forms using the Data Capture flow type in Flow Builder. This feature allows teams to easily create forms for tasks like safety protocols and environmental assessments — all within the Salesforce Field Service platform.
Built-in conditional logic simplifies the mobile experience by adapting to user input — reducing task completion time and minimizing errors. Unlike before — when external apps were needed — Data Capture provides seamless, integrated forms tailored to specific tasks.
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Field service teams can now manage service records offline, allowing mobile workers to continue their tasks seamlessly when entering or leaving areas with limited connectivity. Geolocation-based actions with mobile screen flows automatically run in the background, eliminating the need for workers to reconnect to sync data or trigger record-based workflows.
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Field service teams can now enhance mobile worker safety and automate check-ins with geolocation-based actions that support service territories and their members. This allows teams to trigger automated actions when mobile workers enter, exit, or move through designated areas — improving real-time monitoring and response.
These enhancements streamline operations, optimize resource management, and ensure safer, more efficient service delivery — ultimately boosting customer satisfaction. Previously, this functionality was limited to service appointments, but now it offers broader coverage for managing field operations.
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Spring ‘25 is packed with exciting updates for marketing professionals — offering innovative features to elevate campaigns, streamline marketing processes, and improve audience engagement.
The Spring ’25 Marketing Cloud Engagement release occurs February 21, 2025 through March 14, 2025. Bookmark this blog to stay updated on the latest features and enhancements!
The Spring ’25 release introduces a variety of updates to Marketing Cloud Account Engagement (formerly Pardot). From integrating new Marketing Cloud Growth and Advanced Edition features to leveraging the power of Data Cloud, these enhancements offer innovative ways to maximize your marketing efforts.
Discover how updates like improved email insights, streamlined asset management via API, and automated data integration can help you save time, deliver more personalized experiences, and drive better results. Plus, prepare for the transition from the Enhanced Email Experience to the Classic Email Builder as support ends in Winter ’25.
A new Optimizer page called “Enable Marketing Cloud” is available to guide you as you access new marketing functionality in Salesforce Marketing Cloud. This notification refers to getting started with Marketing Cloud Growth and Advanced Editions.
To view these resources, navigate to the Optimizer, and click Enable Marketing Cloud in the Optimizer welcome banner. Marketers can review curated resources, prerequisites, and tasks to get started with Salesforce Data Cloud and new Marketing Cloud campaign innovations like Agentforce and SMS.
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Moving forward, Salesforce CMS is the best way to share files and the storage burden across all teams in your org. You can now copy email, file, form, and landing page objects from your Account Engagement business unit to a Salesforce CMS workspace by using Version 5 of the Account Engagement API.
You can also copy existing landing pages to a Salesforce CMS workspace for use in new marketing campaigns and copy inline CSS when copying a form to a CMS workspace.
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Marketers now have enhanced visibility into email performance with improved list email reporting. The update provides more detailed reasons for email send failures, including invalid or banned email addresses.
Additionally, when an email fails to send, the specific configuration issue is flagged in the Account Engagement Optimizer. A direct link to the Failed Email Sends table allows marketers to quickly view failed emails along with key details like the prospect’s name, company, and the reason for the failure.
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Simplify your marketing data integration with the new Account Engagement CRM Data bundle in Data Cloud! This update automatically creates data streams for landing pages, list emails, and marketing forms — complete with pre-configured field mappings.
No more manually setting up each stream or mapping fields individually. Now, marketers can quickly access and activate their data for more effective and streamlined campaigns.
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Support for Enhanced Email Experience in Account Engagement ends beginning Winter ’25 . To create emails with the same functionality, use the Classic Email Builder.
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The Spring ’25 release for Marketing Cloud Growth and Advanced Editions introduces a suite of powerful updates designed to enhance personalization, streamline campaign management, and expand global reach.
These enhancements empower marketers to deliver more dynamic and engaging customer experiences through tools like reusable email personalization, WhatsApp integration, and improved SMS capabilities.
Marketers can also leverage new features like Blockout Windows to optimize message timing, Opportunity Influence for precise ROI tracking, and embedded forms for seamless lead generation. With these innovations, your team can drive better results and elevate the impact of your marketing campaigns. Let’s take a closer look at some of these updates and enhancements.
Marketers can now save time and streamline their workflows by reusing personalization settings across email components — ensuring consistent and effective personalization without starting from scratch.
By cloning personalization points within the same email or across different emails, marketers can easily maintain consistent messaging, improving audience engagement and campaign effectiveness.
Additionally, the ability to save and reuse filter and sort criteria for merge fields — now stored as expressions in Salesforce CMS — allows marketers to efficiently personalize content with dynamic data, like showcasing the most recent opportunity for an account. This update significantly reduces design time and enhances the accuracy and relevance of marketing content.
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Integrating WhatsApp into your multichannel marketing strategy allows marketers to engage with customers globally through a familiar and widely used platform. With the new Blank WhatsApp campaign feature, marketers can easily create personalized messages that include rich media like audio and video, making campaigns more dynamic and engaging.
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Marketing Cloud's expanded SMS marketing capabilities now allow marketers to reach audiences in over 50 countries, opening new opportunities for global engagement. By requesting the necessary codes and understanding country-specific compliance guidelines, marketers can confidently launch international SMS campaigns.
Additionally, the new Brand Vetting process strengthens sender credibility by verifying brand identity during setup — leading to faster reputation growth and higher SMS sending limits from newly approved codes. This combination of broader reach and enhanced deliverability empowers marketers to connect with global audiences more effectively and scale their messaging strategies with confidence.
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Marketers can now enhance customer engagement by using Blockout Windows to schedule SMS and WhatsApp messages at optimal times — preventing noncritical notifications from overwhelming recipients.
This feature allows marketers to control when messages are sent, avoiding disruptive delivery during inconvenient hours. By ensuring messages reach customers when they are most likely to engage, this update improves the chances of messages being well-received and acted upon, leading to higher response rates and a more positive brand experience.
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The Opportunity Influence feature empowers marketers to better understand their campaign ROI by automatically linking revenue from Closed/Won opportunities to specific marketing campaigns.
With built-in first-touch and last-touch attribution models, marketers gain clear visibility into which campaigns drive engagement and conversions at various stages of the customer journey. This data-driven insight allows for more informed decision-making — enabling teams to optimize marketing strategies and allocate budgets toward the most impactful campaigns.
Easily accessible under the Performance section of campaign records once enabled in Salesforce Setup, this feature streamlines ROI tracking and enhances marketing effectiveness.
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Marketers can now gain better visibility into campaign performance with the new Campaign Stage field, which automatically reflects the status of all flows tied to a campaign. By adding this field to the campaign page layout and configuring security access, teams can easily track progress and address bottlenecks in real-time.
Additionally, the updated Flow Version Occurrences section provides detailed error information for failed flows, enabling users to quickly identify and resolve issues. These enhancements streamline campaign monitoring and ensure smoother execution.
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This enhancement allows marketers to embed forms on external websites and offers greater flexibility and control over lead generation. By simply configuring both the external site and Salesforce, marketers can easily copy a form’s code block and embed it into their website’s HTML.
This seamless integration enables forms to be placed exactly where target audiences are most engaged — improving conversion rates. Additionally, hosting forms on secure, HTTPS-supported sites ensures data security and builds customer trust, making it easier to collect valuable information without redirecting users away from the brand’s digital experience.
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Marketers can now connect external web engagement data directly to campaigns through an external web tracking connector. By adding a tracking snippet to an external website’s source code after setup, marketers can seamlessly capture and analyze website traffic within Salesforce.
This integration enables more accurate measurement of campaign performance through Marketing Performance reports and dashboards — providing deeper insights into how web interactions drive conversions and overall marketing success.
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Marketers can now streamline their workflow by creating segments directly from the campaign record using quick filters, such as filtering for New Leads. This enhancement eliminates the need to navigate to the segment canvas — allowing marketers to stay focused within the campaign. By easily adding multiple filters and saving the segment, marketers can quickly tailor their audience and seamlessly continue building their campaign.
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The Spring ‘25 release is packed with exciting updates that showcase Salesforce's commitment to innovation — from AI-powered tools like Agentforce to enhanced automation and data-driven insights for every team.
Whether you're looking to optimize your sales pipeline, streamline service delivery, or elevate your marketing campaigns, these new features have something for everyone. If you have questions about how these updates may impact or benefit your business, get in touch with our team to learn more.
Whether you’re interested in getting started with Agentforce or are looking to implement automation into your processes — we’re here to help. We’re ready to help you Solve Things with the power of Salesforce — wherever you are in your Salesforce journey.
At Kelley Austin we're proud to provide tailored Salesforce solutions across a variety of industries. Our expert knowledge and many years of experience in all aspects of the Salesforce ecosystem have earned us high levels of satisfaction from our clients.
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