The Winter ’25 release is available through the pre-release program. Winter 25 Release new features

On August 30, 2024, Sandboxes will be upgraded, providing your organization with the Winter ’25 release experience. This release brings numerous new features and enhancements across various areas, including:

• Lightning Experience: Improved user interface and functionality.
• Salesforce Flow: Streamlined automation with enhanced capabilities.
• Mulesoft, Lightning Web Component, and Apex: Updates for better performance and flexibility.
• Experience Cloud: New features for building and managing communities.
• Einstein Automate and Data Cloud: Significant upgrades for automation and data management.

Additional improvements are included in Salesforce Scheduler, Field Service, and Marketing Cloud Account Engagement. Updates also extend to Quip, CRM Analytics, Salesforce CMS, Salesforce Payments, Salesforce Connect, Salesforce Backup, and Subscription Management. Noteworthy enhancements are available in Enablement Sites, Financial Services Cloud, Salesforce Revenue Cloud, and various APIs.

Winter 25 Release Exciting New Features

• Snapshot Data Recipe Performance with Advanced Append Output (Beta): Boosts data handling efficiency.
• Scale Content Delivery for High Performance (Beta): Enhances content delivery capabilities.
• Control Access to Data Based on Assigned Territories (Beta): Adds granular data access controls.
• Einstein for Flow Formulas: Provides AI-assisted formula creation.
• Real-Time Event Monitoring in Data Cloud (Pilot): Imports monitoring data directly into Data Cloud.
• Einstein Article Recommendations (Pilot): Accelerates customer issue resolution with AI-driven suggestions.

Beta and Pilot Features

• Read-Only Access to Recipes (Beta): Allows users to view but not modify recipes in Data Pipelines.
• Export Data from CRM Analytics (Beta): Enables export of Data Cloud query results to CSV files.
• Custom Report Types Enhancements (Beta): Simplifies report type management with a more flexible layout.
• Enhanced LWR Sites (Beta): Provides a more powerful platform for LWR sites with advanced features.
• Einstein Case Management (Beta): Offers near real-time insights for better case management.

Pilot Programs

• Event Monitoring Platform Events Connector: Analyzes real-time event data in Data Cloud.
• Heroku Apps in Salesforce Setup: Integrates Heroku apps as External Services in Salesforce.
• Experience Delivery for LWR Sites: Boosts site performance with improved infrastructure.

Browser Compatibility

• Lightning Experience: Supported on the latest versions of Safari, Edge Chromium, Firefox, and Chrome. On iPads, use Safari in landscape mode for the best experience.

Administrator’s Highlights

• Salesforce Archive: Helps save storage and improve performance by archiving unused records to an external, cost-effective data store.
• Salesforce Cookie Use Restrictions: Supports testing custom functionality that relies on Salesforce session cookies, especially for users who block third-party cookies.

How to Implement

1. Enable Permissions for Recipes View Only: In Setup, go to Permission Sets, select or create a permission set, click System Permissions, and enable Recipes View Only (Beta).
2. Export CRM Analytics Data: Use the Share or Download window to export data.
3. Customize Report Types: In Setup, enable the Enhanced Custom Report Type Setup Page, then customize report type layouts as needed.
4. Upgrade LWR Sites: Take advantage of new features by upgrading existing sites to the enhanced platform.
5. Set Up Einstein Case Management: From Service Intelligence dashboards, set up the Flag to Supervisor flow to alert supervisors of case updates.

This comprehensive update ensures that your organization is equipped with the latest tools and capabilities to drive efficiency and innovation.

Set Up Your Pay Now Store Quickly and Easily

Use the streamlined automated setup to get your Pay Now store up and running effortlessly. The guided process walks you through each step needed to configure your store. This feature is available in Salesforce Payments for Enterprise, Unlimited, and Developer editions.

How to Set Up:

• From the Store page or the Commerce Setup Assistant, select the Pay Now tile.

Gain Insight into How User Permissions Are Granted

Simplify user management with visibility into the profiles, permission sets, and permission set groups that grant permissions to a user. The User Access Summary now provides detailed information about a user’s assigned object, field, user, and custom permissions. Previously, identifying the source of a user’s permissions required multiple steps, but now you can access this information with just a few clicks. This change applies to Lightning Experience in all editions.

How to Use:

• In Setup, enter “Users” in the Quick Find box, select Users, choose a user, and then click View Summary.
• To see how a specific permission was granted, click the row-level action, and select Access Granted By.

See How Object Access Is Granted in Object Manager

Quickly view the permission sets, permission set groups, and profiles that grant access to an object, along with the level of access provided. The read-only Object Access Summary in Object Manager allows for quick checks during troubleshooting, reviews, or when deciding how to grant user access. This update is available in Lightning Experience across all editions.

How to Access:

• In Setup, navigate to Object Manager, select an object, and click Object Access in the sidebar.

Improve Performance for List Views on Custom and Standard Objects

To enhance performance and meet the latest accessibility standards, list views for both custom and standard objects now render using Lightning Web Components (LWC) instead of Aura. LWC, Salesforce’s latest framework, delivers data faster and enables new features for list views. Previously, only custom object list views in sandboxes used LWC. This update applies to Lightning Experience in all editions.

How to Use:

• The list view pages for standard objects have been updated, but the overall functionality remains unchanged. The List Views dropdown menu now displays up to 100 lists, with options to search for specific lists at the top. Additional changes include updated icons, highlights, and navigation features within the Filters panel.

Configure Record Highlights in Lightning App Builder

Enhance your Lightning pages with the new Dynamic Highlights Panel, which lets you configure important fields directly within the Lightning App Builder. Previously, this was only possible through compact layouts in Setup. The Dynamic Highlights Panel can hold up to 12 fields and adjusts responsively to browser size. This feature is available in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How to Implement:

• Drag the Dynamic Highlights Panel component onto the Lightning App Builder canvas, add fields to it, and adjust the Primary Field value if needed. You can also use visibility rules to manage field display.

Make Record Fields Stand Out with Conditional Formatting

Highlight key information on record pages using conditional formatting in Lightning App Builder. On Dynamic Forms-enabled pages, you can assign custom icons and colors to fields based on defined criteria, such as field values or other conditions on the page. This feature is available on a rolling basis starting in early September 2024 for Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How to Use:

• Open a Dynamic Forms-enabled record page in the Lightning App Builder, click the desired field on the canvas, and use the Conditional Formatting property in the field’s property panel to assign or create a ruleset.

Save Time with New Messaging Components for Enhanced Bots (Generally Available)

Empower customers and save service agents’ time with the new messaging components for enhanced bots. These include authentication, custom, form, and payment messaging components, which can handle more complex use cases on enhanced Apple Messages for Business channels. The form component is also available for Messaging for In-App and Web. These updates apply to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions, with bot setup available only in Lightning Experience.

How to Implement Winter 25 Relese New Features:

• The new messaging components include:
  • Authentication: Verify customer identity.
  • Custom: Embed external apps in bot conversations.
  • Form: Gather customer information securely.
  • Payment: Process payments via Apple Pay.
• These components are asynchronous, allowing customers to respond at their convenience.