Top New Features in Summer ’25 Release: [Sales Cloud in Lightning]

1. Bypass User Email Verification for Domains That You Own 

Simplify the onboarding process for new users with authorized email domains. New users with an email address on an authorized email domain can send email from that address through Salesforce without email verification. Changes to an existing user’s email address still require email verification before the user can send email via Salesforce from the new address. 

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in all editions. 

How: In Setup, find and select Authorized Email Domains, and then add the authorized email domain. Add a DNS TXT record for the domain name that includes the verification code. Then verify ownership of your domain. 

2. Control Who Can Export and Publish Quota Plans

Comply with your company’s security standards when you now limit who can export and publish from Quota Planning to territory-based forecast types in Pipeline Forecasting. 

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions. 

How: From Publish Options within Sales Planning Settings, enable options to export and publish quota plans. Then set access levels for specific roles based on permission set assignments. 

3. Manage Prospecting Center Efficiently with Companion Orgs

Multiple companion orgs can now access Prospecting Center by using a single Data Cloud home org. Optimize the usage of Data Cloud licenses with this feature. Companion org users can now easily find their home org, look at shared data spaces, and check the health of their connection right within Setup. Companion org users are now allowed to locate their home org, view shared data spaces, and monitor their connection health. It also personalizes the user experience and ensures that users see only the data that they are authorized to access. 

Where: This change applies to Lightning Experience and Salesforce Classic in Performance and Unlimited editions. 

How: To use this feature, first create your data space in Data Cloud with the required settings and data. Then, on your Prospecting Center setup page, choose the data space that is shared with your Companion org. This will help you use Prospecting Center with data that is important to you.

4. Easily Remove Relationships Before Deleting a Custom Object

When you attempt to delete a custom object, if another standard object, custom object, or a Data Cloud data model object (DMO) contains a lookup field that references that custom object, you’ll now see a more detailed page. This page includes a table that lists the objects that have relationships and now shows you the object API name and the field API name. The object API name is hyperlinked so you can go directly to the object and remove the relationship. If the object that contains the relationship field is a Data Cloud DMO, you can follow the provided help link to complete the process of removing the relationship. 

Where: This change applies to Lightning Experience, Salesforce Classic (not available in all orgs), and all versions of the mobile app in all editions. 

5. Edit Permissions Faster in the Permission Set Summary 

Instead of going to many Setup pages, you can now update the user, object, field, and custom permissions in a permission set directly from the summary view. Previously, you were able to make only minimal permissions edits in the summary. We delivered this feature thanks to your ideas on IdeaExchange. 

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions. 

How: In Setup, select a permission set, click View Summary, and then update the permissions in the various tabs. 

6. Manage Included Permission Sets in the Permission Set Group Summary

Edit which permission sets are included in a permission set group without leaving the summary view. Previously, this information was read only, so this update makes it easier to take action while reviewing the permission set group. We delivered this feature thanks to your ideas on IdeaExchange. 

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions. 

How: In Setup, select a permission set group, and then click View Summary. Under the Included Permission Sets tab, click Add or Remove. 

7. View and Manage a User’s Permission Sets, Groups, and Queues More Easily

If you want to know what permission sets, groups, and queues a user is assigned to, you’re in luck. With enhancements to the user access summary, you can add or remove a user from one or more permission sets, groups, or queues. You can also search, sort, and refresh the lists in each summary section. 

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in all editions. 

How: In Setup, select a user, and then click View Summary. 

8. Review Tab Settings in Access Summaries 

Easily see the tabs that a user can access or the tabs included in a permission set or permission set group. Using the summary views is faster than searching through multiple Setup pages, which was previously required to get this information. We delivered this feature thanks to your ideas on IdeaExchange. 

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions. 

How: In Setup, select a user, permission set, or permission set group, and then click View Summary. 

9. Identify Users with Unverified Return Email Addresses 

Before Spring ’25, users could save an unverified return email address in My Email Settings. Users with an unverified return email address can’t send email from Salesforce. To identify those users and help them avoid issues with features that send email, add the new Return Address and Verified Return Address fields to the Users list in Setup. 

Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in all editions. 

Why: Multiple scenarios can affect email address verification. For example, if the Return Address field is blank, a return address was never set for the user and no verification is required. 

If you use Domain Keys Identified Mail (DKIM) or an authorized email domain to verify user email addresses, the Verified Return Address can be false for user accounts with emails that are verified via those methods. 

How: The Verified Return Address field isn’t available when Enhanced User List View is enabled. To temporarily disable that feature, go to the User Management Settings Setup page and turn off Enhanced User List View. 

From Setup, in the Quick Find box, enter Users, and then select Users. Add or edit a list view, and add the Verified Return Address and Return Address fields. Filter the list to exclude users with no Return Address. If you use DKIM or an authorized email domain for email verification, also filter the list to exclude the related domains from the Return Address field. Then instruct the users on the list to verify their return email address by clicking Resend Verification Email in My Email Settings. 

10. Designate One Email Address to Send Report Subscription Notifications 

Create consistent email communications and reduce the risk of spoofing by using an organization-wide email address to send report subscriptions from. Previously, emails were sent with the address of the user who created the report subscription. 

Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. 

How: From Setup, in the Quick Find box, enter Reports, and then select Reports and Dashboards Settings. Select Enable Org-Wide Email Address for Report Subscription, and then select the organization-wide email address to use from the dropdown list. You can set up the organization-wide email address in the Organization-Wide Addresses page in Setup. 

11. Choose Which Dashboard Widgets to Refresh

Refresh only the dashboard widgets that you need rather than the entire dashboard. For example, a support team member can refresh only the Open Tickets widget to see the most up-to-date list of unresolved issues, without refreshing other widgets on the dashboard. 

Where: This change applies to Lightning Experience and the Salesforce mobile app for iOS and Android in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. 

When: This functionality is available on a rolling basis starting in Summer ’25. 

How: In the dashboard, click the widget’s refresh icon  to view its latest data. 

12. Use Existing Report Settings When Adding Tables to Dashboards 

You can now copy settings directly from the source report when you add a Lightning table to a dashboard. This reduces the need to manually configure report settings such as groupings, custom formulas, formatting, bucketing, or sorting, and ensures that the tables in the dashboard retain the same configuration as in the report. 

Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. 

13. Enhance Accessibility with the Improved List Views Dropdown Menu 

To improve accessibility and provide a more consistent user experience, the list views dropdown menu for all objects now uses Lightning Web Components (LWC). Overall, how your users work in list views hasn’t changed, but the updated dropdown menu has some differences. Previously, the updated list views dropdown menu was available only for list views rendered with LWC and not for list views rendered with Aura. 

Where: This change applies to Lightning Experience in all editions. 

How: The updated list views dropdown menu displays up to 100 lists. It also shows Recent List Views and the option to search your lists at the top of the dropdown. If you have more than 100 list views, use search terms to find a specific list. The keyboard focus for the list views dropdown menu starts with the focus on the top of the list rather than on the currently pinned list. 

14. Get the Desktop Dynamic Related List Experience on Mobile 

Give your users the same great experience of Dynamic Related Lists on desktop and mobile. Previously, the Dynamic Related List – Single component rendered only on record pages on desktop, and you configured a Single Related List component to render on mobile devices. Now, you configure one component for both experiences. We delivered this feature thanks to your ideas on IdeaExchange. 

Where: This feature is available in Lightning Experience in all editions. 

How: To use this feature, enable Dynamic Related Lists for Mobile in Salesforce Mobile App Setup. From Setup, in the Quick Find box, enter Salesforce Mobile App and select it. Enable Dynamic Related Lists for Mobile (Beta).

In Lightning App Builder, simply drag the Dynamic Related List – Single component onto the interactive canvas, and configure it in the properties pane. 

Change the view from Desktop to Phone or Tablet to see your changes. 

15. Update Object Permissions for All Custom Permission Sets or Profiles in One Step 

Save time and clicks by editing object access simultaneously in all custom permission sets and profiles. There’s no need to go to individual permission set or profile pages. In Object Manager, go to a specific object’s access summary to review, add, or remove object permissions. We delivered this feature thanks to your ideas on IdeaExchange. 

Where: This change applies to Lightning Experience in all editions. 

How: In Setup, go to Object Manager, and then select an object. In the sidebar, click Object Access. In the Permission Sets or Profiles tabs, click Edit, make your changes, and then save your work. 

16. Test Agentforce SDR Email Generation in Agent Builder 

In Agent Builder, you can test how your SDR agent generates intro emails, nudges, and replies to prospect emails. The Agent Builder Preview panel lets you enter the details of the scenario you want to test, and then view the email the SDR agent generates. 

Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Agentforce SDR add-on. Setup for agents is available on the desktop site. 

How: On the Topics tab for your SDR agent in Agent Builder, click the topic and action you want to test. Then click Preview As. Enter the details for your testing scenario. Use the Chat window to ask the agent to generate an email using a specific utterance for each scenario, and then view the results. 

17. Review and Update Settings to Capture Leads from LinkedIn 

If you’re syncing leads from LinkedIn Lead Forms to Salesforce, you must manually disconnect your LinkedIn account, reconfigure the feature by enabling a new setting, and then reconnect your account. Otherwise, LinkedIn leads will stop syncing when LinkedIn retires their legacy Ads Lead Sync APIs. This update was first available and scheduled to be enforced in Winter ’25, but we postponed the enforcement date to Summer ’25. 

Where: This change applies to Lightning Experience in all editions with Sales Cloud. 

How: To review this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. For Review and Update Settings to Capture Leads from LinkedIn, follow the testing and activation steps. We recommend that you check that your LinkedIn administrator has two-factor authentication set up and can provide you with the verification code when you do the release update. 

18. Identify Coachable Moments by Uploading Recorded Video Calls 

Process important meetings that were recorded on a third-party platform by using Einstein Conversation Insights (ECI). Upload video call recordings under 2 GB in the MP4 format and get insights, see transcripts, and identify coachable moments surfaced from that meeting. 

Where: This change applies to Einstein Conversation Insights in Lightning Experience. Einstein Conversation Insights is available in Enterprise, Performance, and Unlimited editions and as an add-on in Enterprise Edition for more than 10 users. 

Why: From the Conversation Insights tab, ECI users can upload the video call file by clicking +Upload Video Call. The file must be in the MP4 format and under 2 GB. Each user can upload a maximum of 3 video call recordings in a day. 

The Upload Video Call window enables users to fetch details from a calendar event or enter the meeting details. Add internal users, customer contacts, or leads that were part of the meeting, select the meeting platform, and upload the meeting file. 

How: To turn on the feature, from Setup, enter Einstein Conversation Insights in the Quick Find box, and then select General Settings. Then turn on Let Users Upload Calls. 

19. Control Email Logging and Tracking in Email Integrations 

If your company uses Inbox or the Sync Email as the Salesforce Activity setting for Einstein Activity Capture, users must now log tracked emails. The updated user interface consolidates these functions into a Log and Track Email section in the email integration side panel. Previously, email tracking was handled in a separate component and logging wasn’t required for tracking. 

Where: Email integration is available in Lightning Experience in Starter, Professional, Enterprise, Unlimited, and Einstein 1 Sales Edition editions. Also available with the Einstein for Sales, Sales Engagement, or Revenue Intelligence add-ons. 

Who: This feature is enabled automatically if you start email sync in Einstein Activity Capture for the first time and don’t use Salesforce Inbox. See Salesforce Help for more prerequisites. 

How: To track an email, it must be logged. 

Turn on Log on Send (1) to automatically log the email. To also use open and link click tracking, turn on Email Tracking. 

The read-only email tracking card (2) tells you the default tracking setting. 

20. Customize Seller-Focused Mobile Experience 

Seller-Focused Mobile Experience shows you the records that you need in order to plan meetings, connect with decision makers, and close deals. And now, with Mobile Builder for Seller-Focused Experience (beta) you can add native pages for custom objects and customize the layout of record home pages in the app. Mobile Builder for Seller-Focused Experience was a beta feature in Spring ’25. 

Where: This feature is available in Lightning Experience in all editions. The Seller-Focused Mobile Experience for Android and iOS is available on phones and tablets in all editions, except Database.com, starting with mobile version 254.000. 

How: Mobile Builder for Seller-Focused Experience is enabled by default in Salesforce Mobile App Setup. 

Once you create an app configuration and an object configuration, the Mobile Builder opens. Drag components on to the canvas. (1) Define component properties in the properties pane. (2) See your changes in the interactive canvas. (3)