The latest Salesforce Winter ’25 Sales Release Notes for Sales Cloud bring powerful enhancements to boost your sales team’s productivity and effectiveness. From expanding the availability of Seller Home across more apps to optimizing strategic planning with Account Plans, these updates offer a range of new features designed to streamline operations and drive success. With improvements in collaboration, forecasting, and prospecting, sales teams can now work more efficiently, leverage data-driven insights, and close deals faster. Explore these innovations and discover how they can transform your sales processes and outcomes.
Show Sales Reps Seller Home in More Places
Give sales users an overview of their opportunities, accounts, leads, and contacts, along with their day’s agenda in any standard or custom Salesforce app. Apply the Seller Home template as the default home page for the app in Lightning App Builder. Sales team members can start their day with a complete view of their business. Previously, Seller Home was only available in a few standard apps.
Increase Sales Team Collaboration by Assigning Opportunity Splits to Territories
To see how territories contribute to overall sales, sales teams can now assign opportunity splits and opportunity product splits to territories. Previously, splits could be associated only with the parent opportunity’s territory. This change allows sales teams to get reports that show territories’ contributions to closing deals using splits data. Teams can also forecast based on splits amounts across territories.
Optimize Your Strategic Planning with Account Plans
Nurture existing relationships and grow key accounts strategically with Account Plans. You can research and analyze accounts, set objectives with actionable metrics, and keep tabs on growth and development, all from one repository within Salesforce.
Review and Update Settings to Capture Leads from LinkedIn (Release Update)
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 on December 16, 2024. This update is available starting in Winter ’25.
Access All Your Conversation Data with Conversation Hub
Use Conversation Hub to get a comprehensive view of your sales teams’ conversation data in a revamped user interface. The personalized landing page shows relevant metrics, recent conversations, and top signals if you’re using Einstein for Sales. You can also filter for relevant conversations from a new Conversations tab.
Sales managers and their teams can access more features from Sales Signals, including more relevant metrics, key themes, and featured mentions. The Signals page is revamped to match the updated ECI interface. Topic details pages also offer more metrics and relevant data.
Find Your Next Customer with Prospecting Center, a new Data Cloud App
To build a healthy revenue pipeline, let Prospecting Center find your next customer by using trusted data and AI. Identify the accounts that are most likely to use the right buyer signals to engage. Use various external and internal signals to calculate Fit, Engagement, and Intent scores, all powered by Data Cloud. Sales reps get powerful insights on time with the Unified Prospecting Center view, so they can spend more time nurturing the prospect and less time navigating.
Capture Forecasts at a Point in Time with Forecast Submissions
Forecast submissions are a sales rep’s or sales manager’s best estimate of the revenue or quantities that they expect to close during the forecast period. Typically required weekly, the submission takes a snapshot of the forecast at the time the submission is made. As management reviews forecast rollups, they can compare the current forecast against the submitted forecast numbers and quota and know that the forecast is up to date. Any differences better inform the forecast for the entire sales team and the business.
Improve Sales Forecast Accuracy with Manager Judgment Enhancements
To guide more accurate forecast assessments, sales leaders now see Manager Judgment values rolled up for all forecast managers beneath them in the forecast hierarchy. Previously, judgment values rolled up only to the immediate manager in the hierarchy. Plus, judgment values are now available in reports and dashboards, allowing sales teams to reconcile forecasts against judgment amounts and to identify opportunities that are at risk.
Close Date Predictions Is Being Retired
Close Date Predictions, a feature of Einstein Deal Insights in Pipeline Inspection, is being retired as of Spring ’25. The best replacement for Close Date Predictions is Einstein Opportunity Scoring, which gives robust predictions of an opportunity’s likelihood of closing. You can continue using all other features of Einstein Deal Insights in Pipeline Inspection, such as insights from calls, emails, and service cases.
Get Timely and Contextual Feedback on Your Terms
Einstein Coach is now available outside of a sales program. In a new tile in the Guidance Center, users can receive feedback on their sales pitches at their convenience and practice as many times as necessary until they feel confident about their pitch. Einstein Coach in the Guidance Center accesses product CRM Data, providing users with even more detailed, actionable, and personalized feedback.
Plan Quotas from Territory Alignments
Create quota plans fast when you incorporate stamped territory hierarchy, owner, and attribute data from alignments that you create in Territory Planning. Analysts plan quotas from stamped alignments within Sales Planning segments.
Salesforce for Outlook Is Being Retired in December 2027
Full product retirement for Salesforce for Outlook is scheduled for December 2027. For the latest integration with Microsoft Outlook, we recommend moving to our next-generation products, the Outlook integration and Einstein Activity Capture. These products replace Salesforce for Outlook features and give users new capabilities. We continue to introduce enhancements for these products every release.
Close Deals Faster with a Seller-Focused Mobile App (Generally Available)
The Seller-Focused Mobile Experience app helps you easily view and update accounts, contacts, leads, and opportunities while on the go. Keep deals on track by quickly finding the information that you need, making calls, sending emails, and seeing and acting on upcoming tasks and events in the activity timeline. And let Einstein Copilot make all of that work even easier.
About Corrao Group
Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,200+ customers, implementing, customizing, and optimizing over 2,400+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!
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