Salesforce’s Spring ’25 Release is here and you can bet we’ve spent the last few weeks putting them to the test. From Flow updates that simplify documentation and execution to AI-driven workflow improvements, this release has plenty to offer and we’re eager to share.
After combing through them, we’re breaking down the most impactful changes—along with the areas that (we think) still need work. After all, being a trusted partner means giving you the real story, right? That said, this isn’t an exhaustive list. If you work in the ecosystem, you’re no stranger to the fact that Salesforce moves fast, and more changes are still rolling out. We’re focusing on the features that most impact the work we’re doing with our current clients, but there may be additional updates that are crucial for your team.
For the full list of enhancements, check out the official Salesforce Spring ’25 Release Notes and see if there are any updates that could make a difference for your org!
For reference, here’s our Winter ’25 Salesforce Release Highlights to see how things are evolving.
Flow Updates: More Power, Less Effort
Direct Linking to Flow Components (Auto-Layout Only) → Ever struggled to explain exactly where a problem is in a Flow? Now, you can generate direct links to specific Flow elements in Auto-Layout. This is huge for documentation and collaboration. No more vague instructions or unnecessary back-and-forth. Just send the link, and your teammate (or future self) lands exactly where they need to.
Screen Flow with Dynamic Action (Beta) → Salesforce is introducing auto-triggered screen actions in Screen Flows, allowing actions to fire based on user inputs without clicking “Next.” This means better interactivity and a more seamless user experience. However, since this is still in beta, we’d recommend testing carefully before rolling it out to end users.
Join Collections with the Transform Element → Transform vs. Flow Loops: when do you use each? Salesforce is making it easier to process bulk data with the Transform element, reducing the need for loops in some cases. However, loops aren’t obsolete—you’ll still need them when complex logic is required. The takeaway? Use Transform when you can, Loops when you must.
Attachments on Send Email → A long-overdue update, Flows can now send emails with attachments. This is a major win for automated communications—think invoices, reports, or personalized files—without having to rely on custom Apex or third-party workarounds.
Flow Version History Inside Flow Builder → Say goodbye to external documentation for tracking Flow versions. With Flow Version History, you can now view previous versions directly inside Flow Builder. This makes troubleshooting and auditing much smoother, especially for complex automations.
AI-Powered Productivity with Einstein and Agentforce
Einstein for Flow & Formula Generation → The idea is great: Admins get AI assistance when creating complex formulas. But based on our testing, it’s not always accurate, so take AI-generated suggestions with a grain of salt.
Agentforce Service Planner → This new agent type provides a to-do list for service teams. However, admins still need to create and configure these lists manually. While it’s a step toward better agent workflow management, it’s not a plug-and-play solution just yet.
Agentforce Conversations in Omni-Channel Supervisor → Omni-Channel Supervisors can now monitor Agentforce conversations in real-time. This improves visibility into AI-powered interactions, which is great for quality control and training.
Einstein Article Recommendations → While this feature could be very impactful for customer support, it too still needs some work. Right now, the recommendations aren’t always accurate, and adoption will depend on Salesforce fine-tuning the AI’s ability to pull truly relevant knowledge articles.
Experience Cloud: Performance & Usability Upgrades
(Beta) Experience Delivery → A major infrastructure upgrade for LWR sites, promising faster load times, better scalability, and improved security. If you’re building with the Build Your Own (LWR) template, this is worth a closer look.
File Upload in LWR Sites → LWR sites can now support file uploads via the Lightning Web Component. No more need for Aura workarounds—finally!
Record List Component (Beta) → A Record List component for LWR sites allows admins to display and filter Salesforce records. Think of it as a simplified list view builder for Experience Cloud.
Source: Salesforce
Unified Knowledge with Data Cloud → This allows organizations to connect internal and third-party knowledge bases directly to Data Cloud. This not only enhances AI-powered responses but also ensures that service teams have access to more accurate, well-rounded information for better customer support.
Key Features:
- First & Third-Party Knowledge Integration: Aggregate knowledge from both internal and external sources using Data Cloud connectors.
- Retrieval-Augmented Generation (RAG) Updates: Strengthens AI-driven responses (e.g., Agentforce, Service Replies) by grounding them in a broader, more reliable knowledge base.
- Increased Article Size Limit: Knowledge articles can now be up to 100 MB (previously capped at 131,000 characters). However, articles larger than 25 MB won’t be searchable for performance reasons.
- Knowledge Article DMO – Scale enterprise-level knowledge, including structured and unstructured data (e.g., PDFs, transactional records).
Note: This isn’t a paid feature, but it does consume Data Cloud and Einstein credits—so keep an eye on usage.
Revenue Cloud: Smoother Sales & Pricing Workflows
Pricing Logs → Debugging pricing issues is now easier with detailed logs in the Pricing Operations Console—a big win for RevOps teams.
Save Product Configurations → Reusing product configurations means faster quoting and ordering, cutting down on repetitive work.
Improved Assignment Rules for DRO → Enhanced rule-based logic for Document Generation in Revenue Operations (DRO) makes manual task assignments more efficient. This reduces admin workload and ensures tasks are routed to the right people automatically.
Revenue Cloud+
Advanced Configurator (Closed Beta) → For those dealing with complex product setups, a new constraint engine makes setting up complex product validation rules more intuitive. Each product can now have its own configurator, with two setup options:
- A Flow-like UI with drag-and-drop components for Admins—perfect for those who love a visual builder
- An Advanced Configurator for developers needing more control
Dynamic Revenue Orchestrator (DRO) → More flexibility in fulfillment plans—instead of waiting for order activation, you can now trigger fulfillment plans from Flow actions. Staged Assetization allows you to create and activate plans at any point in the process.
Approval Orchestration Flow (No CPQ or Revenue Cloud license required!) → Salesforce is finally making approvals easier without needing a CPQ or Revenue Cloud license. New features include:
- Groups as approvers—because sometimes, decisions need multiple eyes
- Email notifications—so no more “I didn’t see it” excuses
- Email-based approvals—approve directly from your inbox, no login required
Revenue Cloud+ Billing & Other Account-Level Updates
Consumption Management Add-On SKU → For companies selling usage-based products, new tools for managing usage-based selling, include:
- Pack Products let you bundle usage-based offerings together
- Account Wallets track usage progression at the account level, giving customers (and your billing team) a clear view of consumption
Source: Lane Four
On-Demand Invoice Generation for Accounts & Orders → Need an invoice right now? Instead of waiting for scheduled runs, admins can now generate invoices instantly for specific accounts or orders. This is a highly valuable update for companies with custom billing cycles or one-off charges.
Suspend & Resume Billing for Accounts & Billing Schedule Groups → Whether it’s for contract pauses, seasonal customers, or account changes, you can now suspend and resume billing as needed—without canceling subscriptions or causing billing headaches.
Bulk Invoicing Made Easier with New Invoice Scheduler Features → Ad Hoc Invoice Run: Need to generate invoices outside of the normal schedule? Now you can run a one-time bulk invoice process to handle last-minute changes.
We’re sure the most recent Spring ’25 Salesforce releases deliver real gains in efficiency, but we’re always here to keep it real with you. Features like direct Flow linking, email attachments, and version history offer immediate value, while AI-driven tools are looking like they may still need some refining before they’re fully reliable.
For admins and consultants, the key isn’t just knowing what’s new—it’s identifying what’s ready for production versus what needs more testing. Things are evolving fast, but successful implementation still depends on aligning updates with real business needs. Stay tuned as we continue to share more detailed findings as we continue to test out these new features!
In the meantime, have questions on how these updates fit into your RevOps and GTM strategy? Let’s chat.
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