Hey Trailblazers!
Salesforce Spring ’25 release is here, and it’s packed with exciting new features across the platforms. In this article, we are specially focusing on the key updates for Sales that will make your sales teams shine brighter than ever!
So, Sales reps and leaders, brace yourself for the brand new functionalities and tools that will help you strategize like a pro, connect with customers effortlessly, and keep your sales pipeline flowing smoothly.
Let’s dive into the top highlights of this release and see how you can boost your sales results with these fantastic new capabilities!
1. Empower your sales team with Agentforce Sales Coach
Imagine having a personal coach for every sales rep on your team. That’s exactly what Agentforce Sales Coach delivers! This AI-powered tool analyzes sales pitches and role-playing sessions to provide personalized feedback tailored to your reps’ needs. Sales Coach Agent is available through the Agentforce Sales Coach add-on and provides actionable tips based on CRM data to help your team handle tough conversations, close deals more effectively, and improve ROI.
This feature, available in Lightning Experience for Enterprise, Performance, and Unlimited editions starting late October, lets sales reps practice pitches or role-play directly on Opportunity pages.
2. Collaborative Forecasts rebranded as Pipeline Forecasting
Collaborative Forecasts is now called Pipeline Forecasting, aligning opportunity-based forecasts with other sales features and models, including those using Data Cloud data like Consumption Forecasting. Managers can now easily handle shared opportunities, predict consumption-based revenue, and publish quota plans to territory-based forecasts. These updates enable accurate forecasts with actionable insights, historical trends, and real-time adjustments, helping teams align sales goals with seasonal patterns, ramp times, and rep tenure.
Available in Lightning Experience for Professional, Developer, Enterprise, and Unlimited editions with Sales Cloud.
3. Manage Permissions and Monitoring in Sales Cloud Go
Sales Cloud Go makes setting up permissions easier than ever. You can now view specific permission sets and groups in context while setting up features. No more scrolling through long lists—assign access directly during setup! Plus, you can monitor permission set licenses, tracking assigned and active users.
Additional options include customizing Lightning pages and email panes for a more tailored experience.
4. Seller-Focused Mobile Experience:
This feature lets you prepare for meetings without opening your laptop. With Seller-Focused Mobile Experience app, you can manage leads, plan meetings, and close deals right from your phone or tablet. The feature became generally available in Winter 2024. However, this time Salesforce redesigned the Events detail page to make meetings more meaningful where you can view and edit meeting details, manage attendance responses, and related records by tapping an event’s detail page. Also, ‘Ask Einstein’ field has now become ‘Ask Agentforce’.
With the new Mobile Builder (beta), you can customize record pages, layouts, and add native pages for custom objects to tailor the app to your needs.
5. Einstein Conversation Insights (ECI):
With Einstein Conversation Insights (ECI), you can upload recorded video calls (MP4, under 2 GB) from external platforms to analyze transcripts, get summaries, and identify coachable moments. Generative AI features like Call Summaries and Conversation Insights now support 37 languages, including Catalan and Korean.
Plus, you can automate call-related updates in Salesforce using the Explore Conversation feature in Flow Builder, letting your sales team focus more on selling.
Note: ECI doesn’t record calls but connects to supported systems such as Sales Dialer, Service Cloud Voice, or other supported partners.
6. Track Sales Account Plan Objectives with Ease:
Sales teams can now automatically track progress toward account plan objectives, like closing specific opportunities or reaching revenue targets. Define measurable goals, set conditions, and choose records like campaigns or contacts to monitor. Previously, sales teams could only edit an objective’s current value manually. This enhancement adds flexibility, allowing teams to define and track both qualitative and quantitative objectives while linking related records. Progress is calculated daily based on activity or instantly when changes are made.
For example, if a team closes an opportunity that contributes $10,000 toward the goal, the system adjusts the progress automatically.
Calculation definitions standardize tracking across accounts ensuring everyone is aligned and measuring success in the same way.
7. Meet Your Next Customer with Prospecting Center
Say hello to Prospecting Center, a Data Cloud app that helps you find your next big opportunity. Powered by trusted data and AI, this tool identifies accounts most likely to convert by analyzing buyer signals. It calculates Fit, Engagement, and Intent scores based on external and internal signals, making it easier to focus on the right prospects. Sales reps now can see everything they need in one place, saving time on navigation. They can create rules to calculate account scores and also use filters to target the best prospects based on business preferences.
This feature is available to Sales Cloud users who have Prospecting Center enabled.
Final Thoughts:
Salesforce’s Spring ’25 release is all about making your sales processes smarter, faster, and more efficient. With tools like Agentforce Sales Coach, Prospecting Center, and enhanced forecasting features, you’re set up to close more deals in less time.
FAQ:
1. What is Generative AI for Marketing?
2. How does Salesforce Marketing Cloud use Generative AI?
3. What is the Einstein Trust Layer in Salesforce Marketing Cloud?
4. What are the benefits of using Einstein AI features in marketing?
5. Why should marketers choose Salesforce Marketing Cloud AI?
Nilamani Das
Nilamani is a thought leader who champions the integration of AI, Data, CRM and Trust to craft impactful marketing strategies. He carries 25+ years of expertise in the technology industry with expertise in Go-to-Market Strategy, Marketing, Digital Transformation, Vision Development and Business Innovation.