The Salesforce Sales Cloud Summer 25 release brings effective improvements developed to turbocharge sales efficiency, improve operations, and raise individual experience through smart automation and smarter analytics. As services strive to remain ahead in a busy digital landscape, this release equips sales groups with next-gen tools that change how leads are captured, chances are anticipated, and information is accessed—anytime, anywhere.

Whether you’re a sales representative seeking speed and precision, an admin aiming to maximize customer administration, or a sales leader looking for deeper forecasting understandings, this upgrade has something for every person. In this post, we’ll dive into the top 10 features that are set to redefine selling with Salesforce this season.

Read More : Top 5 Flow Enhancements in Salesforce Summer ’25

1. Agentforce SDR: AI-Powered Sales Development

Salesforce introduces Agentforce SDR, a virtual AI assistant that supports sales development reps in lead qualification and outreach. It automatically reviews inbound lead data, prioritizes prospects based on engagement signals, and recommends next best actions. This feature allows reps to focus on warm leads while automating repetitive early-stage tasks, boosting conversion rates and saving time.

Below are a few Agentforce SDR changes in the Summer 25 Release.

• SDR agents can now automate outreach to contacts and person accounts in addition to leads.
• Monitor your SDR rep’s lead outreach and assess performance in the Agent Control Center. It will show how many leads are allocated to the rep, how many emails have been sent, responses received, meetings requested, and other details.
• SDR agents can now create introductory emails, follow-ups, and responses in French, Italian, German, Spanish, Japanese, and Portuguese.
• Within Agent Builder, we can check Sales Development Representative (SDR) agent creates initial emails, follow-up messages, and responses to potential client emails. The Agent Builder Preview section lets us input the specific details of your test case and then see the email the SDR agent produces.

2. Get Transcript and Insights from Sales Meeting

Einstein Conversation Insights (ECI) can analyze important meetings recorded on a third-party platform. We can import video call recordings up to 2GB as MP4 files to access insights, view transcripts, and discover areas for coaching that the meeting highlighted.

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

3. Automate the Prerequisite Steps to Configure Consumption Forecasting

Use the Forecasting Data Kit to simplify the process of setting up consumption forecasting. For standard objects, this data kit immediately creates the required data lake and data model components. Now, manual object creation in Data Cloud is not required. This will make data importing easier.

4. Control Who Can Export and Publish Quota Plans

We can put a limitation on who can export and publish from Quota Planning to territory-based prediction types in pipeline forecasting. This will ensure compliance with your company’s security rules.

5. Log all Tracked Emails in Email Integrations

Email logging and tracking are now consolidated into a single element of email integration, simplifying the email integration process and improving mail management consistency. Emails must also be logged for tracking purposes.

The combined information is displayed in a Log and Track Email section of the email integration side panel. Logging and tracking can be controlled through the email component’s settings. Previously, email tracking was handled in a separate component, and logging was not necessary for tracking.

6. Assign Dedicated Phone Numbers to Sales Reps

We can now associate a unique direct inward dialling (DID) phone number to specific reps in Salesforce. Sales Reps can dial out to customers while showing their direct number on the Caller ID. Customers can also reach their preferred rep directly.

Customers are more likely to answer calls from familiar numbers. A dedicated number gives a personal touch, helps build relationships, and increases pickup and callback rates.

7. Customize Seller-Focused Mobile Experience

The Seller-Focused Mobile Experience app provides records that are prioritized for setting up meetings, getting in touch with people who make decisions, and closing deals. With Mobile Builder for Seller-Focused Experience (beta), we can now add native pages for custom objects and change how record home pages are laid out in the app.

8. Enhance Sales Processes by Using Conversation Transcripts in Flows

We can use conversation transcripts in Salesforce Flows as a powerful way to streamline sales processes, improve customer interactions, and automate next steps.

Flows can analyze the content of phone calls, online chats, or virtual meetings to start automated actions like sending emails, arranging callbacks, or allocating tasks. For instance, when a transcript includes the phrase “send proposal,” a Flow can automatically create and email a proposal template. This saves representatives’ time and ensures uniform practices.

9. Leverage Email Data with Sync Email as Salesforce Activity

When we turn on “Sync Email as Salesforce Activity” in Einstein Activity Capture, Salesforce saves emails as activity records. This means we can now see email interactions in regular Salesforce reports, use them in workflows and automation, and access them through APIs.

We can also use this email data for analytics and AI-powered insights. Before this feature, emails captured by Einstein Activity Capture couldn’t be used in reports, automation, or accessed through APIs.

10. Improve Privacy and Security with Header-Only Email and Activity Sharing

When we activate “Sync Email as Salesforce Activity,” we can decide how much email information can be saved. We can save the full email or just the header.

If you pick the header, it will only keep the sender, receivers, and the date and time. The subject and body are skipped.

References

Salesforce Summer 25 Release Notes

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• Top 5 Flow Enhancements in Salesforce Summer ’25
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• 8 Ways Salesforce Einstein Copilot Enhances Business Growth