The Salesforce Winter ‘25 release notes and schedule are confirmed, with another big admin update of the year arriving soon. With the schedule starting in September and ending in October, now is an excellent time to review the top admin updates and changes to look out for. There are plenty of new features for Sales Cloud users to look forward to and users looking to get the most out of the Lightning App Builder and Custom Report Types.
When Is The Salesforce Winter ‘25 Release Date Schedule?
As confirmed by Salesforce earlier this year, the Salesforce Winter ‘25 release date schedule includes the following weekends:
- September 6, 2024
- October 5, 2024
- October 12, 2024
Salesforce is allowing users to prepare for the big update by checking the Maintenance Calendar to see when their Salesforce org will arrive. This will depend on your instance, and Salesforce users have been encouraged to check theirs by scrolling through the list and checking – NA and EMEA – against those listed in the calendar.
You can find out more about the best features of the Salesforce Winter 25 release by reading more about the top admin updates below:
Sales Cloud: Seller Home Coming To All Apps
The Seller Home was previously only available in a few standard apps but will soon be available as the default template for all apps. This feature provides a centralized, customizable workspace where sales representatives can access key tools and data. It streamlines daily tasks, making it easier for users to manage their pipeline, tasks, and important updates within a single interface. Admins can tailor the home experience with personalized components and actions, ensuring sellers can access the most relevant insights and tools for their workflows. This feature boosts productivity by integrating core functionalities in one location.
Configure Record Highlights in Lightning App Builder
The Dynamic Highlights Panel in Salesforce Winter ’25 allows admins to configure record highlights directly within the Lightning App Builder and display up to 12 key fields with adjustable visibility rules. This makes it easier to customize the most important information for each record page. Additionally, admins can choose which actions are visible, allowing for a more dynamic and responsive layout. The panel adapts to mobile and desktop screens, improving user experience across devices.
Salesforce has confirmed this change will apply to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Adding Calculated Fields to Your Lightning Reports Using Einstein Generative AI
Starting in October, Einstein Generative AI will help you add calculated fields to Lightning Reports. This feature simplifies the creation of row-level and summary formulas by generating suggestions based on the description of the desired calculation. It eliminates the need for deep technical expertise, making it easier for users to apply accurate formulas in reports quickly. This functionality is available in Lightning Experience for supported Salesforce editions.
To apply these changes, Users can navigate from Setup, enter Einstein Setup in the Quick Find box, and then select it. Enable Turn on Einstein. Select Create Formula in the Fields panel, Add Summary Formula, or Add Row-Level Formula in the Columns menu when editing a report.
- Open the Reports tab in Salesforce Lightning.
- Select or create a report.
- In the report builder, click Add Formula.
- Describe the desired calculation, and Einstein AI will suggest a formula.
- Review and adjust the formula as needed, then click Apply.
Do More With Custom Report Types (Beta)
The Salesforce Winter ’25 update introduces the Custom Report Type Setup Page enhancements. It provides a more streamlined way for admins to manage custom report types, allowing the creation of personalized list views, easier navigation, and editing of report types. The update also increases flexibility, supporting up to 1,000 fields through lookup fields in the layout editor. To use this feature:
- Go to Reports & Dashboards Settings in Setup.
- Enable the Enhanced Custom Report Type Setup Page (Beta).
- Customize fields and layouts.
Enable Dynamic Highlights Panel and Dynamic Forms on Mobile with One Click
The Salesforce Winter ’25 release allows users to enable both Dynamic Highlights Panel and Dynamic Forms on mobile with just one click. This feature streamlines the process of making record pages responsive across devices. When enabled, fields and forms adjust to screen size and user needs dynamically, providing a more flexible mobile experience. To enable:
- Go to Setup.
- Navigate to Salesforce Mobile App.
- Select Dynamic Forms and Dynamic Highlights Panel for Mobile.
Work With Salesforce Experts
With the Salesforce Winter ’25 release, admins can streamline workflows with features like Seller Home, Dynamic Highlights Panel, and Einstein Generative AI for reports. Enhanced mobile support and custom report types also make managing data easier. These innovations help businesses improve efficiency and user experience across all devices. For all your Salesforce integration needs, contact Advanced Cloud Solutions today to optimize your Salesforce environment!