The Salesforce Summer ‘25 release is here, and it's a significant one! There's a focus on AI, Flows, and enhancing setup tools, aimed at improving the configuration experience for Salesforce instances across the board. Depending on your instance, you'll be upgraded on one of the following dates:
If you want to find out exactly which weekend your Salesforce instance will be upgraded, head over to Salesforce Trust and click on ‘Maintenance.’ You’ll need to know which instance your org is running on, so to find out, go to your Setup menu and click on Company Information.
If you’d like a full run-through of the release, check out this Salesforce Help article for the breakdown.
Previously, report subscription emails came from the individual user who created them. In the Salesforce Summer ’25 release, you can now send all report subscription emails from a single org-wide email address instead of the report owner’s. This creates a more consistent and professional experience, and helps reduce email spoofing risks.
To enable it, go to Setup → Reports and Dashboards Settings → turn on “Enable Org-Wide Email Address for Report Subscription”.
➡️ For technical details, see this link.
The Salesforce Summer ’25 release introduces a faster way to manage object permissions across multiple custom permission sets and profiles. You can now update object permissions across all custom permission sets or profiles from one screen. Simply go to Object Manager → choose an object → edit access for everything from the Object Access summary view.
➡️ For technical details, see this link.
With the Salesforce Summer ’25 release, you can now edit user, object, field, and custom permissions directly from the permission set summary view. No more clicking through multiple Setup pages, it’s all in one place.
➡️ For technical details, see this link.
You can now quickly check which tabs a user has access to, which tabs are included in a permission set, or which permission set groups, all from one summary view. This saves time by reducing the need to search through multiple Setup pages. To use this, go to Setup, select a user, permission set, or permission set group, and then click View Summary.
➡️ For technical details, see this link.
In the Salesforce Summer ’25 release, you can now choose to notify your users if their emails sent via Email-to-Case aren’t processed properly. Before, only the organisation’s administrators were alerted to these issues. With this update, end users receive a notification, helping them understand when their email didn’t get through and encouraging them to resend if needed.
Admins can enable this new setting on the Email-to-Case setup page, which is off by default. Just keep in mind, if both admins and users resend the same email, duplicates might occur.
➡️ For technical details, see this link.
Salesforce is rolling out a cleaner, HTML5-based email editor for Email-to-Case, replacing the old composer with a more modern experience. The new Lightning Editor includes handy features like full-screen mode, printing, undo/redo buttons, format painting, an emoji picker, resizability, and a responsive toolbar.
➡️ For technical details, see this link.
The Salesforce Summer '25 release introduces enhancements to help marketers get more value from predictive insights. You can now create reports to analyse Einstein Engagement Frequency and Engagement Scoring. Flows can be automated based on predicted engagement using data graphs with the Einstein Decision element, allowing you to tailor customer journeys more effectively. Plus, Einstein Send Time Optimization (STO) now supports data graphs, giving you greater control to capture, automate, and personalise email send times. Finally, a new Agentforce action lets you quickly retrieve engagement and fit scores for individual records.
➡️ For technical details, see this link.
With the Salesforce Summer '25 release, you can now connect your WhatsApp Business account to Account Engagement, opening up a fresh channel to reach prospects where they already are. It’s a handy addition for marketers using Salesforce Enterprise and Unlimited editions with Marketing Cloud Account Engagement (Growth, Plus, Advanced, or Premium) and Marketing Cloud Growth or Advanced editions.
➡️ For technical details, see this link.
Many of the features mentioned in this blog require some background knowledge of Salesforce Administration and how to configure an environment. As always if you need any assistance applying these improvements and tools to your system, don’t hesitate to reach out. We hope you enjoy exploring all the new functionality available in the Salesforce Summer ‘25 release.
Beyond Backup: What Executive Teams Need to Know About Data Risk, Continuity and GovernanceMost executive teams understand that having a data backup strategy is essential. But for organisations that manage sensitive or high-stakes data - particularly in the not-for-profit, health, or community sectors - the real question isn’t “do we have backups?” but rather: “Is our organisation genuinely prepared to protect and recover our data in the face […]
From Plans to Progress: Making FY26 Technology Projects HappenAs we launch into the new financial year, many organisations - particularly in the not-for-profit and purpose-driven sectors - have already done much of the heavy lifting: reflecting on the past year, setting strategic priorities, and finalising plans for what’s next. Chances are, you’ve already identified key initiatives for FY26. If you’re like most organisations […]
Salesforce Summer '25 Release: Enforced Updates You Can't MissIt’s that time again - Summer has sprung for our northern hemisphere neighbours, and so has the Salesforce Summer '25 Release! If you want the handpicked most exciting features for business users and admins, check out our recent blog, where we break down the highlights and what they mean for you! But today we've curated our […]
