The Salesforce Summer ’25 Release Notes for Sales Cloud add powerful upgrades, especially around Agentforce SDR and Einstein Conversation Insights. SDR agents can now engage contacts and person accounts—not just leads—while teams can test and track email generation directly in Agent Builder. Additional updates include improved LinkedIn lead syncing, video call insights with ECI, faster route optimization in Maps, and simplified setup for consumption forecasting. Sales ops teams also benefit from easier quota planning and smarter data sharing across companion orgs. Learn the latest updates for Sales Cloud below.
Reach Out to All Kinds of Customers with Agentforce SDR
Sales teams can now automate outreach to contacts and person accounts in addition to leads. If your business uses contacts or person accounts as the initial customer record, your SDR agent can nurture those relationships too. You can also use your SDR agent to initiate cross sales, upgrade, and other sales programs aimed toward your existing customers.
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.
See Your SDR Agent’s Work at a Glance
Track your SDR agent’s lead outreach and monitor success in Agent Control Center. See how many leads are assigned to the agent, how many have been emailed, replied, requested a meeting, and more.
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. This update was first available and scheduled to be enforced in Winter ’25, but we postponed the enforcement date to Summer ’25.
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.
Optimization Enhancements and Changes
Discover the benefits of improved route optimization results, faster processing times, and more frequent updates to road network data in Salesforce Maps.
Navigate Quota Plans Easily
Work with large volumes of data without losing context when you freeze specific columns and headings with Quota Planning. Now when sales operations work on quota plans, Territory and Owner columns and table headings remain in a fixed position.
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.
Automate Prerequisite Steps to Configure Consumption Forecasting with One Click
Simplify the consumption forecasting setup by deploying the Forecasting data kit. The data kit automatically creates the required data lake and data model objects for standard objects. As a result, the data import process is streamlined and you no longer need to create objects in Data Cloud manually.
If you would like to learn more about the Salesforce Summer ’25 Release Notes for Sales Cloud, 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.
