The Salesforce Summer ’25 Release Notes for Analytics delivers powerful new enhancements, giving users greater flexibility, precision, and control over how data is accessed, visualized, and shared. From refreshing individual dashboard widgets to securely connecting Snowflake data via OAuth, these updates streamline reporting and unlock deeper insights. Users can now build more granular reports with semantic data models, customize dashboard widgets, and deploy reports faster using change sets or managed packages. Learn the latest updates for Analytics below.
Choose Which Dashboard Widgets to Refresh (Generally Available)
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.
Designate One Email Address to Send Report Subscription Notifications (Generally Available)
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.
Designate One Email Address to Send Dashboard Subscription Notifications
Create consistent email communications and reduce the risk of spoofing by using an organization-wide email address to send dashboard subscriptions from. Previously, emails were sent with the address of the user who created the dashboard subscription.
Unlock Trends from Calculated Insights in Semantic Data Model Reports
Get an in-depth analysis of records in a semantic data model by including its calculated insights in a Data Cloud report. When you create a semantic model report, you can apply the multidimensional metrics and segments defined in the calculated insight to your report. The Report Builder also retains the insight’s filters and joins so that you report on the semantic model efficiently and discover data patterns from related records quickly. Leverage the insight’s segments to bucket the report, set conditional formatting rules on the insight’s fields, and use them in advanced formulas.
Build More Granular Summary Reports
To fine-tune your analysis and surface more insights, add up to five row groupings to a semantic model summary report. Simultaneously track detailed metrics with row-level formulas and gain a comprehensive view with aggregate summaries for related data in the same report. For example, focus your marketing efforts with a semantic model report that unifies data from different marketing channels and ranks the sources based on five demographic characteristics: age group, gender, education, income, and family status.
Distribute Reports and Dashboards on Semantic Data Models with Managed Packages
To give your colleagues access to semantic data model reports or dashboards, you can easily package them and their dependent components in a first-generation managed package for distribution. You can deploy semantic model reports and dashboards from a source org to a target org when the semantic model is located in the same dataspace in both orgs.
Deploy Reports and Dashboards on Semantic Data Models Using Change Sets
When you’re ready to migrate a semantic data model report or dashboard from a sandbox to a production environment, speed up the process with a change set. Using a simple point-and-click interface, you can migrate reports and dashboards from a sandbox to any org with an established deployment connection. Previously, you deployed these reports and dashboards programmatically using Metadata API.
Filter and Navigate with the List Widget
You can now configure the list widget to navigate to another page or dashboard. This enhancement removes the need to use a list widget to filter and a link widget for navigation, resulting in a more efficient dashboard building experience.
Add Custom Headers and Sorting in the Repeater Widget
Custom headers can now be added to the repeater widget, removing the need for workarounds such as adding a text widget above it. You can also customize the repeater header to sort your data.
Maximize Data Clarity with Customizable Table Widget Tooltips
You can now add custom tooltips to table widget columns to provide valuable information, such as the method of calculation, definitions of terms, and data sources. With clear and concise explanations, you can help users better understand the data and promote transparency.
Get One-Click Filtering and Navigation with the Toggle Widget
You can now configure the toggle widget to navigate to another page or dashboard. This enhancement removes the need to use a toggle widget to filter and a link widget for navigation, resulting in a more efficient dashboard building experience.
Connect to Your Snowflake Data Using Direct Data for Snowflake with OAuth (Generally Available)
Create a live connection to your Snowflake warehouse and explore your data where it lives without copying it for CRM Analytics. By configuring Snowflake, Salesforce, and CRM Analytics with an external OAuth authorization server, such as Okta, you can achieve a secure integration that protects your data while providing real-time access for your analytics.
If you would like to learn more about the Salesforce Summer ’25 Release Notes for Analytics, please visit our website.
About Corrao Group
Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.
