Discover the latest Salesforce Spring ’25 features that are reshaping the admin experience.
1. Data Management Enhancements
– Refresh individual dashboard widgets to streamline insights without reloading the entire dashboard.
– Sort list views and related lists by multiple columns to improve data organization and accessibility.
2. Permissions Overhaul
– Assign view permissions across all fields for objects, minimizing clicks and boosting efficiency.
– New naming conventions for object permissions enhance clarity: “View All” becomes “View All Records.”
3. Forecasting Improvements
– Rebranded Collaborative Forecasts now known as Pipeline Forecasting for better alignment.
– Managers can apply judgments on opportunity splits, improving forecast visibility and accuracy.
4. Sales Team Coordination
– Sales action plans offer transparency by assigning tasks and tracking progress toward growth goals.
– Generative AI assists with external company research directly within Salesforce, aiding strategic insights.
5. Process Automation
– Automate tracking of sales account plan objectives with predefined criteria, eliminating manual updates.
Salesforce technical debt can impede business growth by complicating processes and increasing maintenance costs. Proactively managing this debt maximizes ROI by streamlining operations and supporting strategic objectives. Collaborate with a Salesforce architect to grasp and reduce this debt, aligning Salesforce capabilities with business goals.
Anticipate more dynamic changes in future releases, ensuring Salesforce continues to empower admins with cutting-edge tools for efficiency.
You can read it here: https://sfdc.blog/HqleH
Source from salesforceben(dot)com