The Salesforce Spring ’25 Release: Transforming Public Sector Operations

The Salesforce Spring ’25 release has arrived, bringing transformative updates to public sector workflows, including faster document generation, AI-powered household insights, and smarter grantmaking processes. At Tectonic, we’re passionate about driving digital transformation for our clients. Here’s a deep dive into the key enhancements and how they can elevate your public sector operations.

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1. Faster, More Flexible Document Generation

OmniStudio Document Generation 2.0 introduces significant improvements in speed and flexibility for public sector workflows. With higher batch limits, support for custom fonts, and a document previewer, teams can generate documents more efficiently and accurately. Whether you’re managing applications, approvals, or citizen communications, this update reduces processing times and enhances overall workflows.

This transition also improves performance by moving PDF generation from client-side to server-side, ensuring a seamless upgrade with minimal regression impact. The enhanced functionality makes it easier to handle high-demand periods and large document volumes.

Pro Tip: Transition to OmniStudio Document Generation 2.0 before Document Generation 1.0 is retired in July 2025. Use the preview tool to refine templates during peak times.

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2. AI-Powered Household Overviews for Caseworkers

Salesforce Generative AI introduces a new household overview feature, empowering caseworkers with detailed insights into benefit applicants’ households. This tool streamlines eligibility assessments, enabling faster and more accurate decisions. It even automates energy savings calculations for Clean Energy Programs, aligning citizen support with sustainability goals.

By simplifying data collection and decision-making, caseworkers can focus on high-priority cases, ensuring faster and more equitable approvals.

Pro Tip: Pair this feature with Energy Cloud insights to enhance decision-making and allocate resources more effectively for citizens in need.

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3. Supercharge Grantmaking with Stage Management

Stage Management automates key grantmaking tasks, ensuring compliance and improving efficiency. Grant managers can bulk-assign reviews, reducing manual workload and freeing up time for high-priority tasks. This feature provides better control by defining each stage of the grant process, enabling faster and more accurate progress.

With automated workflows and robust progress tracking, Stage Management ensures timely execution of grant operations.

Pro Tip: Use automated workflows to manage multiple grants simultaneously, ensuring deadlines are met and every stage is completed on time.

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4. Empower Employees with Personalized Care Plans

Spring ’25 introduces personalized care plans, a game-changer for public sector organizations. These plans allow agencies to create and assign tailored growth and well-being strategies for employees. By setting customizable goals and aligning benefits with individual needs, organizations can foster a supportive work environment that drives employee engagement and retention.

This targeted approach enhances morale and supports professional development, making it invaluable for workforce motivation and talent retention.

Pro Tip: Use personalized care plans during onboarding to set new hires up for success or integrate them into professional development initiatives for ongoing growth and engagement.

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5. Unified Voice Routing for Seamless Citizen Interaction (Beta)

Unified Voice Routing consolidates communication channels in Salesforce, streamlining citizen interactions. By routing voice calls based on skills or specific representatives, public sector teams can reduce wait times and deliver more effective service.

This feature also introduces a new Reassign button, enabling teams to transfer work between queues, service reps, AI agents, skills, or Omni-Channel flows. Reassigned tasks are automatically routed to the correct destination.

Pro Tip: Combine Unified Voice Routing with Amazon Connect to route calls to the most qualified representatives, ensuring quick and effective resolutions.

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Conclusion

The Salesforce Spring ’25 updates are a game-changer for public sector organizations, enabling teams to deliver faster, more efficient, and more impactful services. From AI-powered household insights to smarter grantmaking and seamless communication, these tools empower organizations to better serve their communities.

At Tectonic, we’re excited to help you leverage these updates to optimize your operations and make a greater impact in your community. Want to learn more about how these tools can transform your workflows? Contact us today, and let’s explore the possibilities together!