Summer is on the horizon and for some Salesforce customers, it’s arriving soon! Packed with new features, enhancements, and long-awaited community ideas, the Salesforce Summer ’25 release brings a fresh wave of innovation to the platform.
What is a Salesforce release? Three times a year, Salesforce rolls out platform updates over a series of weekends, delivering new features and enhancements to all customer orgs. This ensures that every Salesforce customer is on the same core version of the platform, though available features can vary by product and edition. For the HigherEchelon team, releases are an exciting time: we get hands-on with the latest tools in our own org and explore new ways to help clients maximize their Salesforce investment.
How can you prepare for the release? Start by finding out when your org will receive the update by checking your instance on the Salesforce Trust site. (Not sure which instance you’re on? Just head to Setup > Company Information in your org.)
Next, dive into the release notes to see which enhancements and changes apply to your org. It’s also a smart move to test new features in a sandbox environment. Sandbox upgrades usually take place 4–6 weeks before Production, giving you time to explore and prepare.
For Summer ’25, sandbox upgrades are scheduled for May 9, with major release weekends following on May 16, June 6, and June 13, depending on your instance.
Not sure which features to focus on? Each release is packed with updates, so we’ve highlighted the ones we think matter most. Want more insights or to connect with others? Visit the Release Readiness Trailblazers Community.
For Admins: Simplify Feature Discovery and Setup with Salesforce Go
Sales Cloud Go is the new Salesforce Go with Summer ’25; what does that mean, exactly? Sales Cloud Go is a feature that helps administrators learn more about new Sales Cloud features right in your Salesforce org in the Setup menu. Rather than hearing or reading about a new feature, stopping, looking for the right documentation, and exploring further, Sales Cloud Go puts documentation on new features at an admin’s fingertips.
With the Salesforce Go rebranding, the features and documentation available are expanding, potentially signaling an expansion to other clouds. Access Salesforce Go from the gear icon menu, then explore suggested features and more.
For Admins: Designate One Email Address to Send Report Subscription Notifications (Generally Available)
Report subscriptions are a great way to stay on top of report data on specific intervals, delivered right to your inbox. Prior to Summer ’25, the report subscription email was delivered on behalf of the user setting up the subscription. Now, in Reports and Dashboards Settings, admins can choose “Enable Org-Wide Email Address for Report Subscription” to send the subscription from a validated org-wide email address. This option will be grayed out (pictured) until a valid org-wide email address is available, and there’s an option for dashboards as well.
For Admins: Update Object Permissions for All Custom Permission Sets or Profiles in One Step
One example of a community idea from the Idea Exchange delivered, this enhancement will be a time saver for administrators needing to provide access to objects across multiple permission sets and profiles quickly and easily.
For Admins: Manage Included Permission Sets in the Permission Set Group Summary
Another delivered idea is the ability to modify the permission sets included in a permission set group directly from the summary view. This was previously read-only, so the update allows for easier management while reviewing the group.
For Admins: Send Email Action Updates
It’s clear Salesforce is investing in what may seem like a small feature but is a significant value add when it comes to sending communications out of Salesforce’s primary declarative automation tool – flow. This favorite Summer ’25 enhancement is actually multiple enhancements; from attaching files to emails in Flow Builder more easily to a WYSIWYG editor available to create a rich text email from wright within the Send Email Action, there’s plenty to explore here!
For Admins: Flow Approval Processes
Another Summer ’25 enhancement that actually covers multiple enhancements, it’s likely we’ll see the end of the classic Salesforce approval processes in the future. Though the Autolaunched and Record-triggered Approval Orchestration flow types are not new, they continue to be improved.
For Admins: Public Sector Solutions – Seamlessly Manage User Access by Persona
As features continue to be added to make standing up Public Sector Solutions capabilities faster and easier, this addition of more predefined permission set groups based on persona make assigning permissions a breeze. Whether you use Talent Recruitment Management, Licensing and Permitting, or many other PSS toolsets, this is sure to save admins time.
For Everyone: Agentforce and Einstein Features
The Salesforce Summer ’25 release introduces significant advancements in Agentforce and Einstein AI, which we anticipate continuing to see as Agentforce functionality expands. We look forward to future advances in the Public Sector Solutions product suite, but in the meantime, other improvements continue to be made.
In Service Cloud, four new agent actions – Get Cases for Verified Contact, Update Verified Contact, Reset Secure Password, and Get Case by Verified Case Number – collect information required to perform actions based on a verified contact ID, indicating the contact is a verified customer. Follow-up emails using the Follow-Up Service Email prompt template makes reaching out to customers even easier. In Sales Cloud, multiple improvements to Agentforce SDR (Sales Development Representative) even more capable when it comes to enhance sales teams’ efficiency by automating lead engagement and qualification processes, including reaching out to contacts and person accounts and engaging in multiple languages.
These are some of our most notable features, but there’s SO MUCH to explore in this release! Learn more about what new features are available through the release notes, and contact us if you’d like to learn more about how HigherEchelon partners with organizations to help quickly and successfully implement Salesforce. (We’re good at improvements in existing orgs, too!)