Admin Preview: Salesforce Winter '25

Winter is COMING!!! The new Salesforce release is packed with amazing features. If you're a Salesforce enthusiast or already part of this vast ecosystem, grab a cup of coffee and read the blog to stay updated.

The upcoming Salesforce Winter '25 release introduces major enhancements across its products. We’ll highlight some of the most exciting updates in the Admin Preview, with a particular emphasis on Agentforce. Our expertise in Generative AI enables us to deliver solutions that not only save our clients time but also drive revenue growth. Many of our clients currently utilize these products and are eager about the new improvements, which are set to enhance efficiency, personalization, and automation in their business processes.

1. Enhancements for Admins

Modernized User List Views:

List Customization: Salesforce now enhances the Admin Experience by bringing customizable list views. This feature allows to tailor the user list view by selecting the specific fields you want to display. Additionally, you can pin the most frequently used views for quick and easy access.

Inline Editing: Admins will now be able to edit fields directly from the list.

In the 25 release, admins can now make changes directly from the User List view.

In the 25 release, admins can now make changes directly from the User List view.

This must be turned on in the User Management settings in the winter release. In the feature, it will be turned on by default.

Enhancements to User Access Summary:

The User Access Summary is transforming into the new User Record page. With the Winter release, you'll now be able to edit key standard and custom fields directly from the summary. Additionally, a new row-level action called "Access Granted by" has been introduced, allowing you to easily see where a user's access is coming from, all within the summary view.

Access granted by

Introducing the Object Access Summary:

Salesforce is introducing a new Object Access Summary feature, allowing admins to easily view how access is granted directly within the Object Manager.

With a single click, admins can now view all permission sets, permission set groups, and profiles that grant access to the contact object, along with the specific level of access provided.

With a single click, admins can now view all permission sets, permission set groups, and profiles that grant access to the contact object, along with the specific level of access provided.

2. Dynamic Highlights Panel

Tailored Experience: The new feature in the Winter '25 release enables Admins to manage fields for the highlights panel directly within the Lightning App Builder, just as they do for other elements on the page.

Increased Limit: In Winter '25, Salesforce expanded the number of available fields in the highlights panel from 7 to a maximum of 12.

3. Lightning Reports and Dashboards

Enhance your Lightning Reports with Calculated Fields using Einstein Generative AI:

Einstein Report Formula Generation leverages Einstein Generative AI to automatically create Summary and Row-Level Formulas for your reports. Just provide a simple, everyday description of what you need, and Einstein will suggest the appropriate formula.

To edit a report, choose Create Formula from the Fields panel, or select either Add Summary Formula or Add Row-Level Formula from the Columns menu.

To edit a report, choose Create Formula from the Fields panel, or select either Add Summary Formula or Add Row-Level Formula from the Columns menu.

1. Navigate to the Einstein tab. 2. Enter the calculation you need. 3. Once you're satisfied with the suggested formula, click "Insert Formula." 4. Einstein will automatically populate the fields for you.

(1) Navigate to the Einstein tab. (2) Enter the calculation you need. (3) Once you're satisfied with the suggested formula, click "Insert Formula." (4) Einstein will automatically populate the fields for you.

At the moment this feature is only available for Lightning Experience in the Enterprise, Performance, Unlimited, and Developer editions, with either the Einstein 1 Sales Edition or Einstein 1 Service Edition, and requires the DC Report GPT add-on.

4. Do More with Custom Report Types (Beta)

Easily explore your report types and create custom list views with the enhanced Custom Report page in Setup. You can now modify report details and adjust object relationships directly from the streamlined summary page, designed for improved usability. The new layout editor for report types provides greater flexibility in managing custom fields and sections. Additionally, you can include up to 1,000 fields in the report-type layout using lookup fields.

Custom Report Types

(1) Locate and drag fields into your desired section. (2) Search for fields, explore their details, and personalize the field names. (3) Select "Lookup Fields" to discover additional fields to include in the report type.

Conclusion

This update introduces a variety of new features and enhancements aimed at increasing efficiency, delivering deeper data insights, and enhancing the overall user experience. Developers, admins, and sales representatives alike will find valuable additions in this release. Stay ahead of the curve by exploring these features and integrating them into your Salesforce environment today.

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