It may seem too soon to talk about winter, but with the Winter '25 Salesforce release arriving early, it's the perfect time to start planning for the season ahead. This release is packed with powerful new features that are set to transform your Salesforce experience long before the winter chill sets in. Join us as we dive into our top 5 favorite features that are sure to make a lasting impact.
Let’s explore how these early gifts from Salesforce can help you stay ahead all season long!
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1. Salesforce Platform Login License
The new Salesforce platform login license allows you to assign custom apps built on the platform to internal users without the requirement to buy a seat-based license. This structure allows for pay-per-login, making it ideal for users who only require occasional access to Salesforce data. With this more flexible approach, businesses can expand their Salesforce usage across all departments without incurring unnecessary costs.
The Benefit: Provides a cost-effective solution for occasional users, allowing easy access to Salesforce data.
2. Einstein Copilot for Sales
Einstein Copilot now includes more targeted topics that help sellers carry out essential sales activities more efficiently. These new topics—such as managing deals, closing sales, communicating with customers, and forecasting revenue—are designed to offer sellers relevant insights during conversations.
Additionally, Copilot can now streamline the meeting booking process by generating an email with three proposed meeting times in one action. Customers can select their preferred slot via a webpage, instantly coordinating with the sender's calendar. This automation simplifies scheduling, boosting productivity for sales teams.
The Benefit: Frees up sellers’ time by automating tasks, allowing them to focus more on relationship-building and closing deals.
3. Field Service Einstein
Field Service Einstein has two new features for service appointments: daily summaries of service appointments requiring immediate attention and top cancellation reason summaries. Dispatchers can easily visualize and resolve appointments with rule violations, overlaps, SLA risks, or emergencies in the dispatcher console. Reviewing trends in appointment cancellations allows service teams to implement effective solutions to increase appointment retention rates. With these features, service teams can resolve appointments more efficiently and improve overall performance.
The Benefit: Leverages AI to increase the number of completed service appointments, boosting field service team efficiency.
4. Salesforce Mobile
Gone are the days of having to log into a desktop device to respond to customer support messages in the service console. With Salesforce mobile, service agents can now resolve customer cases by leveraging in-app messaging directly from the Salesforce mobile application. This update allows for faster, more flexible communication, ensuring that cases can be handled from anywhere, at any time. Whether on-site or working remotely, agents are equipped to resolve issues swiftly and maintain high levels of customer service.
The Benefit: Modernizes the tools available to service agents with mobile messaging, enabling them to resolve cases effectively from anywhere.
5. Einstein Case Management
Einstein Case Management provides real-time insights to help service agents better prioritize and manage their cases. By analyzing urgency, customer score, status, and service level agreements, agents can efficiently handle their caseloads. Additionally, the new flag-to-supervisor flow allows agents to escalate complex cases directly from the Einstein dashboard, ensuring that high-priority issues are addressed promptly.
The Benefit: Combines analytic dashboards with the service console, transforming the way service agents manage their daily case workload.
Embrace the Salesforce Winter '25 Release Before the Chill Sets In
Even though winter feels far off, the Winter '25 Release is already delivering some seriously cool features. From Salesforce Mobile to Einstein Case Management, these top 5 picks are just a taste of what’s to come. Now’s the time to embrace these updates and get your Salesforce instance winter-ready.
Want to explore the Winter '25 Salesforce release in more detail? Contact us today, and let our team of experts guide you through the latest innovations, ensuring you're prepared well before winter arrives.
Connect with us on LinkedIn, X, and Facebook, or schedule a consultation for personalized insights and assistance with your Salesforce platform. For a detailed run-down of the Winter ’25 Release, check out the Release Notes.
Written by Tom Palaia, Salesforce Sales Engineer
