Salesforce Spring ’25 Release | Ep 030

In episode 030, Sam Donaghey talks with Zack Terry, Fast Slow Motion’s Director of AI, about the key updates in Salesforce’s Spring ‘25 release and what they mean for businesses.

Zack shares how Agentforce, the rebranded Einstein Copilot, is expanding AI-driven automation for sales and service teams. They discuss multilingual support, AI-powered service enhancements, and new admin tools, including version control for AI agents.

Tune in to learn how businesses can leverage AI to streamline processes, enhance customer interactions, and drive efficiency—without losing the human touch.

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In This Episode, You’ll Learn:

  • AI-Driven Sales & Service Automation: How Salesforce’s Agentforce is expanding beyond internal automation to streamline customer interactions.
  • Multilingual AI Capabilities: How Agentforce’s new language support is opening doors for global businesses.
  • Smarter Customer Support: How AI-powered service agents can handle repetitive inquiries, freeing up teams for higher-value work.
  • Enhanced AI Administration: The ability for admins to version AI agents, making testing and iteration easier than ever.
  • Balancing AI with Human Oversight: Why AI should support—not replace—sales and service reps, and how to ensure quality control.
  • What’s Next for AI in Salesforce: The future of headless agents, API-driven automation, and deeper AI integrations across industries.

 

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Transcript

Zack Terry

So let’s say you get a new lead in your CRM, and you want this agent to automatically be able to reach out to that lead. But reference information about your business — it has the ability to take sales materials, information about your products and services, how you handle the sales process, and essentially implement that into how it generates emails. And coming soon, SMS and WhatsApp messages out to this lead. It can manage the conversation with the lead with the intent of trying to book a meeting with a human sales rep.

So it’s going to kind of take that angle and try to answer all their questions, but give them a call to action so that they can book a meeting and get handed off to the sales team. And now all of a sudden, you have a warm lead that was automatically warmed up through the process with an agent, as opposed to having to rely on an SDR to do those activities.

Sam Donaghey

This podcast is brought to you by Fast Slow Motion, a team of expert consultants that have helped thousands of growing businesses build scalable systems on the Salesforce and HubSpot platforms. To learn more, visit fastslowmotion.com. Welcome to the Fast Slow Motion podcast, where we teach you how to build a business you love while enjoying your life. I’m your host, Sam Donaghey, and on today’s episode we’re diving into Salesforce’s Spring ’25 release. I’m really excited to have Zack Terry, Fast Slow Motion’s Director of AI, here with me. Zack, it’s good to see you again. Welcome to the show.

Zack Terry

Great to be here, Sam. Thanks for having me back.

Sam Donaghey

100%. Well, Zack, let’s start off with Agentforce. Salesforce has rebranded Einstein Copilot to Agentforce. What’s driving this change and what’s the vision for its future?

Zack Terry

First, I would say it’s much more than a rebrand. Agentforce is a massive expansion of what was Copilot. Copilot was essentially just for internal use. Now agents are available for external use. They can do a whole lot more in terms of capabilities and the ability to essentially understand what somebody is asking and go retrieve actions to handle certain things autonomously. So it’s a big expansion of what Copilot was, which I think is a really great example of Salesforce listening to the market and determining that they needed to build something a lot more useful.

And so they’ve done that with Agentforce. They’ve created something that’s a lot more useful and can be applied to a lot more businesses, and not just for internal use. So a big opportunity to save time across a lot of different manual processes for different lines of business and employees within those businesses.

Mark said that all the wood is behind the Agentforce arrow — and if you’ve seen the marketing from Salesforce, they are all in on Agentforce. And Matthew McConaughey is in on it too, and he’s very excited. So I think we’re going to see a lot of innovation and new features leveraging Agentforce and generative AI. I think we’re just scratching the surface. We’ve only got a few pre-built agents available today, but there’s a lot of innovation coming and different products that Salesforce is talking about releasing over the next year or so.

I expect this to really grow at the pace it’s already been growing. Hard to believe we only started talking about this two years ago, and Agentforce was just released in October. It feels like an eternity ago because of the pace of innovation. It’s really quite impressive to see all the growth in this space.

Sam Donaghey

Yeah, it’s been such a big shift. What kind of businesses do you think might benefit from this most right away?

Zack Terry

That’s a tough question to answer because I think it entirely depends on what you do as a business and how well you understand your business processes. I think the biggest mistake you could make is just to go all in on AI without having a defined use case. You really need to define your use case. Any business that has inefficiencies — which is most businesses — if we can identify the bottlenecks and determine where an agent can handle something, that’s where to start.

Right now that’s within a conversational interface, but the ability to invoke agents with what’s called a headless agent, or through the agent API in Salesforce, will expand this further. Speaking specifically about Agentforce, for now it’s about how a conversational interface can help. In the future, we’ll be able to invoke agents without having to type into a chat window, and have them perform tasks on our behalf and return information. So I think it’s going to expand to a lot more use cases as we have the ability to deploy it in different ways beyond just the traditional chat interface.

The most immediate use cases are in service. There’s probably a large amount of service work done by human employees that is relatively low value — answering simple questions, stuff you have on a knowledge base that, if the customer had the ability to find it, they could probably find the answer themselves. But instead they’re sending an email, giving you a phone call, and you’re having to answer those questions. Having an agent do that instead, and having access to that information without having to flip through it as a person, gives us the opportunity to work on more high-value tasks — more complex cases, cases that require human intervention, cases that require special consideration. So service is of course a big example.

There’s also a cool feature Salesforce has released called an SDR agent, which allows the agent to reach out to leads automatically. So let’s say you get a new lead in your CRM and you want this agent to automatically reach out to that lead — reference information about your business, take sales materials, information about your products and services, how you handle the sales process, and implement that into how it generates emails. And coming soon, SMS and WhatsApp messages out to the lead. It can manage the conversation with the intent of trying to book a meeting with a human sales rep.

So it’s going to try to answer all their questions while giving them a call to action to book a meeting, at which point it gets handed off to the sales team. And now all of a sudden you have a warm lead that was automatically warmed up through the process with an agent, as opposed to having to rely on an SDR to do those activities.

And again, I think the same argument applies here — we’re not trying to replace SDRs with agents. We’re trying to allow SDRs to focus on the most valuable work, the work that requires complexity, and let agents handle simpler tasks. That way it saves them time and they’re focusing on higher value work.

So the question around which businesses are going to be the most ripe to use agents is not dependent on your industry. It’s more dependent on how well you understand your business and where you can identify how to plug an agent into your workflow to generate the highest value.

Sam Donaghey

Great insights, Zack. Agentforce now also supports multiple languages. What should we know about this?

Zack Terry

Salesforce is worldwide, so it only makes sense that there would be additional language support. There are a lot of businesses that are not based in the United States or in English-speaking countries. This is a great expansion for customers that aren’t in English-speaking countries, or that work with customers and clients outside of English-speaking countries. They’ll now be able to operate in French, German, Italian, and Portuguese. I believe Japanese is coming in the near future as well. So right now it’s a collection of just a few additional languages, but over time I think this will only continue to expand. Salesforce is everywhere — they have customers and clients everywhere — and they’ll naturally continue to support an expansion of language on agents and other tools, just as they have on the existing Salesforce platform.

Sam Donaghey

Yeah, this is a game-changer for global businesses for sure. Do you think AI translation accuracy is at the point where businesses can fully rely on it?

Zack Terry

I’ll give the disclaimer that you almost always want to have a human in the loop with anything involving generative AI, just because of the risk of hallucinations. That’s come a long way in the two years since this sort of hit the zeitgeist, but it’s never a good idea to solely rely on an agent because it can make mistakes. You need some quality assurance there.

Translation is a pretty well-established market — there are a lot of tools that did this before generative AI, and they did a really good job. So I don’t have a lot of hesitation around the ability to do this. If we think about what generative AI does, it’s taking an input from a user, turning it into numbers, comparing it to all the data it has — also in numeric form — and figuring out the next most likely response. If that’s in English or another language, as long as we’re training it on those languages, I would expect it to produce similar results to English.

Now, I think generally most of the data we’ve trained on has been English, because most of the big players in AI today are based in the United States. But this is rapidly expanding — we just saw DeepSeek coming out of China releasing their own model. So I do think this is going to continue to get better and better. But like I said, you always want a human in the loop to check and make sure the translations are accurate.

Sam Donaghey

That makes a lot of sense. Let’s talk about how Agentforce now lets admins create multiple agent versions, and also the new Agentforce for Setup feature.

Zack Terry

I can speak to this firsthand — we’ve just completed a couple of Agentforce projects, and currently, before this release, there is no versioning in Agentforce. So imagine I create a service agent and I’m adding topics and instructions for how this agent is supposed to handle information, how it’s going to retrieve and return that information to the user. Through the testing process, small changes to your wording or where you place that wording can have a big impact on how the agent actually responds. So there’s a lot of drafting and back and forth when you’re creating an agent and making sure it’s going to respond the way you expect.

Well, before this release, there’s no versioning. So if I change something in a topic or change the instructions, I’d better document what I changed because I can’t revert back to it. With versioning now, we’ll be able to create a version of an agent, activate that agent, then come back and make changes for version two. If version two performs in a completely unexpected way and we need to revert, before this update I would have had to have my version one documented somewhere else, go grab the language, and replace it in the agent. Now with versioning, we’ll be able to just revert it back to version one.

You can almost think about it like Flow versions today — we have the ability to create a Flow, activate it, come back, create a new version, make changes, activate the new version, but still have access to the old version if we need to revert. So it’s a really big quality-of-life improvement to not have to manually track those changes, but instead just have that native support.

Sam Donaghey

Agentforce for Setup is being called a sidekick for admins. How does this tool help Salesforce admins troubleshoot and manage their work more efficiently?

Zack Terry

A few releases ago we did a podcast talking about Setup being modernized and adding the ability to audit user permissions more easily by viewing summaries. I mentioned offhand that at TDX last year, product managers at Salesforce talked about how awesome it would be to bring Agentforce into Setup — where you can ask the agent questions about common setup items, including user permissions, and it could go and reference your system and pull back that information. Well, this is that feature.

The idea behind it is sort of like a virtual admin assistant. It should help with common admin tasks — the ability to create report types, search through Salesforce help documentation to give you answers where maybe you would have gone to Google, or had another window open with Perplexity or ChatGPT. Now you’ll have the ability to search through Salesforce documentation directly within this agent for Setup.

I think it’s a pretty exciting update that a lot of admins will really like, because instead of having to search through all the menus inside the back end of Setup, you can just ask the agent a question. Now, it’s not live yet, so I haven’t had a chance to use it and I don’t know if there are limitations on what types of questions or information it can access within Setup. But just the concept of having something to help an admin do admin tasks is very exciting, and even if it’s limited at first, I think we can expect this to grow in features and functions over time.

Sam Donaghey

What about the new tools or features that Agentforce offers for service teams? How can they make things easier for both the team and the customers?

Zack Terry

The service agent is the one that immediately comes to mind. You have an autonomous agent that can help with customer service issues — and that’s what we talked about earlier. You can reference knowledge articles, take unstructured data like PDF files that might have information about your business or how you should answer questions, upload that to the system, and the agent can reference that information and respond to it. It can also manage cases, create new cases, update cases, manage accounts, handle order management, and return information about orders to a customer.

So there are a lot of really good possibilities with the service agent. We’ve seen a lot of these use cases already since the agent’s been around since October. This is the easiest use case to understand — it can help people get the help they need.

Beyond the agent capabilities, there are Einstein Service Replies and Reply Recommendations. Imagine you’re a human being handling a conversation with a customer. Service Replies and Reply Recommendations can look at the conversation you’re having and intelligently recommend knowledge articles that might answer the question — which is really cool because it makes you look really smart, really fast. If I’m sitting here talking with you and you ask me a question and I know the answer is somewhere but I’d have to go look through our internal wiki to find it — imagine the agent sees the conversation and surfaces that for you in real time, without you having to spend time searching, while you’re still able to respond to the customer inside that chat.

Sam Donaghey

Really cool. And that’s happening in real time as the conversation unfolds?

Zack Terry

It is. Yeah. So it’s basically looking at that conversation and giving you recommendations based on the content. If it lines up to something in your knowledge base, it’s able to surface that so you can provide it to the customer. Or maybe you don’t want to provide the article itself, but you want quick access to it so you can see the information without having to go and manually search for it.

Sam Donaghey

What technology is actually driving that — is that transcription? Word recognition? Is it actually listening?

Zack Terry

As of today, it would just be transcription, or you’re physically chatting with somebody so you have the text already in word format. Coming in the next release will be support for voice. So Einstein Conversation Insights — which is a different product — and Service Replies and Reply Recommendations will support voice, so it’ll be able to analyze the information without having to rely on a transcript. Previously, you did have to have a transcript. Now it will be able to take that information directly from a voice recording or the voice content in a video recording.

So just continuous improvements — more features coming to enable more seamless interactions with AI, whether that’s generative AI or things like case classification, which can analyze your case data in the background and automatically determine the type of case it should be, or summarize the key points of that case. Lots of features like that — some generative AI, some predictive AI, but a lot of really cool and useful features for service.

Sam Donaghey

Zack, let’s move on to Einstein. What updates are going to be most exciting for teams looking to improve productivity and uncover actionable insights?

Zack Terry

We just talked about Einstein Conversation Insights and Conversation Mining supporting voice — that’s very exciting. It’s also going to support additional languages, just like agents are.

Einstein bots will now have a conversion tool to turn a bot into an agent. Think about the retirement of Process Builder and workflow rules — Salesforce created the Migrate to Flow tool. This is similar. I don’t expect bots are going to be retired, but if you have an existing chatbot and you’re looking to implement generative AI, this is a really good opportunity to make that process more seamless. We don’t know a whole lot of details about it yet, but just the idea that we’ll have a tool to help us convert our existing deterministic bots to a nondeterministic agent — so you don’t have to build it from scratch — is exciting.

Sam Donaghey

Exactly. And I would think about it similarly to the Migrate to Flow tool — you wouldn’t just rely on it to automatically do everything perfectly. It’s still going to require a human to look at it and make sure things are configured correctly, but it’s a really good starting point.

Zack Terry

Exactly.

Sam Donaghey

Zack, how does adding voice support and more languages to Einstein Conversation Mining make it more useful for teams?

Zack Terry

Imagine you have a recording of a customer call or sales call. Instead of having to generate a transcript and upload it, or rely on chat conversations and emails where the case is already in text — imagine Einstein can just take that voice recording itself and mine it for conversational insights without having to have a transcript. That is a much more seamless experience. You can essentially just give Einstein access to your recordings, and then it can listen or take that recording and find insights, sentiment analysis, recommend next steps if you’re on a deal, things like that.

It takes another step out of the process and makes it easier to get the insight without having to rely on something like a transcript. Similarly, having additional language support — just like we said before, Salesforce is a global company, so the more language support we can get, the better it is for their customers.

Sam Donaghey

Zack, I know this is a topic you love to talk about — Flow. It’s an essential tool in Salesforce. What standout features in this release are helping teams streamline their processes?

Zack Terry

No surprise — there are a lot of cool Flow updates coming yet again, showing the continued investment in Flow as the preferred automation tool for declarative automation.

One of the most exciting features is called Reactive Screens. That name is a little bit confusing because Flow already has a feature called Reactivity, and the naming for Reactive Screens sort of belies its power and capabilities. A couple of podcasts ago we talked about the Action Button — the ability to, on a Screen Flow, place a button on the screen that the user can press, and while you’re still on the same screen it can launch an automation in the background, retrieve some information, and then populate it back on that screen.

Well, this is the next iteration of that. Now you don’t even have to have the button. You can essentially call an action on that same screen, reacting to what’s being entered on the screen. I can just start entering information, and we put logic into the Flow to say, well, when this field is filled out, go launch this other auto-launch Flow and return this information — and it automatically populates that information on the screen. So it’s fewer steps for the user, a better user experience because they don’t have to press a button. It’s reacting in real time to what’s being input on the screen, which from a business process perspective has a lot of advantages. Faster, better experience for the customer or the internal employee filling out that screen.

Some other great features — there’s now a native progress bar for Screen Flow. If you think about an opportunity or a lead in Salesforce, there’s the path across the top with the opportunity stages. That is now essentially coming to Screen Flow — sort of like custom paths, but as a progress bar inside your Screen Flow. Before, you would have had to use a custom component. There are a lot of third-party components that can do this, and you can create your own, but now it’s a native Screen Flow component. You can create a custom progress bar that will show the path and the progress you’re making as you go through that Flow — just native Salesforce Flow capabilities. Love that.

Transform continues to be supported and features continue to be added. As a reminder, the Transform element is the element that can take information from a collection and use some data mapping to transform it into something else. So let’s say I had orders from Salesforce and also orders from a third-party system, and I wanted to combine those two different sources into a single collection. For this release, you couldn’t do that — it did not support collection-to-collection capabilities. But now I can transform two or more collections into a single collection. From an impact perspective, it’s just expanding the capabilities much further. And Transform is more efficient than the previous method, which would have involved looping through that collection, assigning the values to a new collection, and doing that for every single item inside it.

Sam Donaghey

So it sounds like a massive efficiency boost.

Zack Terry

It is. Yeah. And from a system performance perspective, it’s a massive efficiency boost. So the fact that we can now take multiple collections and turn them into a single collection is just another really great enhancement for that element.

Sam Donaghey

What about attachments in the Send Email action?

Zack Terry

The Send Email action is getting more updates, which is exciting to see — every release for maybe the past two or three releases has brought some more iterative updates here. So now we’re seeing the ability to add attachments to that action, which is great. Beforehand, you would have had to put the file in a URL and store it somewhere — maybe inside Salesforce, maybe on Google Drive or Dropbox. Now you can just attach a file directly when it’s sent from Flow.

Sam Donaghey

Zack, Einstein generative AI for Flow descriptions — tell us more about this.

Zack Terry

With the last release, we saw the ability to generate Flows using natural language. That capability is still there, but now this will bring the ability to analyze an existing Flow and spit out a description of what that Flow does.

So let’s say you’re a new admin at an existing org and you’re trying to get familiar with what’s going on. If that org doesn’t have really good descriptions, it can be pretty hard to figure out what’s happening — especially if you have a lot of Flows in the organization. The way I imagine this is, I can go in, take a Flow, ask Einstein to generate a description, and it will analyze what the Flow does from a system perspective — look at the elements in the Flow, look at anything it’s retrieving, updating, or creating, and spit out a description in plain language to make it easy to understand.

Really exciting if you’re a new admin, if you’re inheriting an existing org, or if you just have a Flow you’re not quite sure about and it would take a lot of time to analyze on your own. Just having the ability to generate that description is powerful. Same disclaimer as before though — generative AI can make mistakes, so I wouldn’t trust it to be 100% accurate every time. Always do some due diligence to check the response and make sure it’s accurate.

Sam Donaghey

That makes a lot of sense. Zack, are there any other Flow changes you want to cover?

Zack Terry

There are a lot of smaller changes. They’re redesigning the splash screen for new Flows — they’ve redesigned this a few times, and now it’s just another iteration of that design, changing how the options are presented when you go to create a new Flow. There’s the ability to monitor Flows directly from the Automation app, which is the front-end app that allows you to view Flows.

And what I think is the most exciting of the smaller updates is the ability to see Flow version history from within Flow Builder itself. It seems like a really small update, but if you work in Flow all day every day, previously if you had multiple versions of a Flow, you’d have to hit the back button, go identify where the Flow is in the list view, click something to go find the details of the Flow, and then view all the versions from there. Just having the ability to do that directly inside Flow Builder is a big time saver, because you can imagine having to do that multiple times a day.

Sam Donaghey

Very good. Zack, what makes the new Transform element in Flow such an important update?

Zack Terry

Transform has been around for a few releases, but now it’s more powerful than ever before. It allows us to transform multiple sources into a single collection. I used the example of order data from multiple systems — generating two different collections and having the ability to join them into a single collection just makes it a lot easier to deal with multiple collections instead of having to do multiple loops. And previous iterations of Transform did not support taking multiple collections and turning them into a single one. So it’s just a nice update to make things more powerful and easier to use.

Sam Donaghey

Zack, what new platform features are we going to see in this next release?

Zack Terry

There are a few cool platform features coming. If you’ve worked with Quick Actions before — let’s say you’re creating a custom quick action on your opportunity, maybe it’s a Mark Won quick action so that you can easily surface the fields you need to close that opportunity and mark it as won. What if you wanted to have a custom message after you mark it as won? So, congratulations, you closed the opportunity, right? If you wanted to put a custom message in that quick action, it would not provide a link to the record. Now you have the ability to provide a link to the record even with a custom message. Before, it was just plain language — “New record created” or “Record updated.” So if you wanted to provide custom language, you had to trade off the ability to click directly into the record. Now you can do both.

Something that’s been on the IdeaExchange for, I want to say, close to a decade — or at least a very long time — is the ability to use multi-column sorting with your list views. For a very long time, you could only select one parameter to sort a list view by. Now you can sort by multiple columns. You can say, first sort by the close date of the opportunity, and then sort by the account name, or whatever combination you want. It makes it a lot easier to work with that data in a list view.

Coming to dashboards — you will now have the ability to refresh individual dashboard widgets instead of the entire dashboard. So if you’re looking at a specific component on that dashboard and you know it’s out of date, instead of having to refresh the entire dashboard and wait for all that data to populate, you can just refresh that one component. Small update, nice quality-of-life enhancement. And that is also releasing in beta, so it’ll be available but it’s not technically generally available yet.

And then an update that seems really small but is exciting — an increase in the limit on custom fields for the activity object. For as long as I can remember, you could only put 100 custom fields on the activity object, which sounds like a lot, but the activity object represents both tasks and events. So if you had a lot of customization needed for tasks and events, you might hit that limit pretty quickly. Well, now it’s going to be up to 300 custom fields — they’re tripling the capacity, which is a really big update.

Sam Donaghey

You’ve actually got me very excited about that multi-column sorting, by the way. So thank you! Salesforce has also introduced updates to Sales Cloud — could you bring us through some of those?

Zack Terry

Quick name change to start — Collaborative Forecasting is no longer called Collaborative Forecasting. It’s called Pipeline Forecasting. And I really do like this one because it makes it clear what you’re doing — you’re forecasting your pipeline. “Collaborative” made it a little unclear what exactly you were forecasting, but now you know exactly what it is. It’s your pipeline, your opportunities, and you’re forecasting revenue into the future.

Speaking of forecasting, it will now support consumption-based businesses. This has always been a challenge to track, especially with forecasting, because it didn’t have the ability to track consumption. But now there’s a bunch of customization you can add to help businesses that rely on a consumption-based model predict revenue based on how much a customer is using a product or service. We’ll see a lot of additional enhancements to make that a lot easier for those companies to track.

The account plan feature now has a new Record Research component. The account plan feature came out in the last release — it essentially allows you to define your goals for your accounts, do a SWOT analysis, and track news and information in fields. But it wasn’t doing anything to bring in real-time external updates. The Record Research component is going to use generative AI to research external companies directly from within Salesforce, pulling that information in without you having to go and do that research yourself. Worth noting — that is not going to be immediately available with the Spring ’25 release. It’s on a delayed release.

The Sales Action Plans feature now supports the ability to assign specific tasks and events to sales team members, which helps ensure accountability through the sales process and makes it easier to track next steps. Those tasks can of course be linked to accounts, contacts, opportunities, or any kind of record in Salesforce where you’re needing to track that plan.

And finally — and this may be worth discussing in more detail in a future episode — Agentforce has a Sales Coach agent now, which is pretty cool. It allows you to role-play your sales motion, how you negotiate, how you talk about the deal. It will analyze your pitch, your negotiation, your knowledge about the opportunity and the customer, and give you recommendations on what you’re doing well, what you missed, and where you could improve. It’s a cool feature for businesses that onboard a lot of salespeople at a scale where it’s difficult to do individually. Because it’s trained on your data, it can be used to help coach new sales reps on how they can best represent the company and address objections coming from the prospect.

Sam Donaghey

Finally, let’s look at Service Cloud. What are some of the key updates for customer service teams in this release?

Zack Terry

We’ve got a new Service Insights feature that uses Tableau to analyze trends in your service department — case trends, agent activity, customer satisfaction. It can help identify that information and surface it in a nice analytics report so you can view it and figure out what trends you need to be aware of in order to make decisions with your service department.

There’s a new Lightning editor for knowledge articles — just a more modern editor to make it easier to create and write those knowledge articles. And speaking of knowledge articles, there’s also a new Einstein generative AI feature to help you draft and revise them. Just like we have generative AI for emails, now if you’re responsible for creating knowledge articles for your company, you can leverage generative AI to help draft those articles, proofread them, adjust grammar, make them more readable and more concise.

Entitlements and milestones can now be automated in Flow, including milestone completion. Before, a lot of that would require custom code or Apex. So now that it’s accessible within Flow, it just makes it easier for admins to create automations based on entitlements and milestones.

There’s a new routing button coming to cases that makes it easy to reassign those cases, even to an agent — which is really cool. Supervisors can now also chat with Agentforce directly, so maybe they need to move an agent that is not handling conversations to another queue, or move it somewhere else. That’s a nice update.

And then surveys — also called Feedback Management, which is the product Salesforce packages surveys under — surveys can now capture partially completed forms, which is a really big update. Before, it would have required you to finish a survey all the way before that data would get submitted. Now that data can be recorded partially. From a business perspective, if you’re pushing those surveys out, it gives you more insight because you can see abandonment and see the information that was submitted before it was abandoned. And from a customer perspective, if you get interrupted in the middle of a survey and have to go do something else, instead of coming back to a brand new survey with none of the information filled out, you can come back to wherever you left off and just finish from there.

I’m very excited for that because it’s been something we’ve been asking for for quite some time, and it adds a lot of power on both sides — to the business to capture and report on that information, and also just as an added convenience if you’re the one filling out the survey.

Sam Donaghey

Yeah, that is actually quite exciting. Some fantastic new releases for Spring ’25, Zack. Well, that’s a wrap for today’s episode of the Fast Slow Motion Podcast. Zack, thank you so much for walking us through the new release and sharing your insights.

Zack Terry

Thanks for having me, Sam. Always a pleasure.

Sam Donaghey

And to our listeners, thank you again for tuning in. If you’d like to learn more about the Salesforce Spring ’25 release, or if you need help implementing these features, you can visit us at fastslowmotion.com. Don’t forget to subscribe to the podcast on your favorite platform, check out past episodes at fastslowmotion.com/podcast, and you can send us your questions or comments at fastslowmotion.com/podcastfeedback.