Releases / Admins

13 Hottest Salesforce Spring ’25 Features for Admins

By Christine Marshall

Ready to refresh your admin expertise? Salesforce Spring ’25 has arrived, delivering a vibrant selection of new features to simplify and supercharge your work as a Salesforce Admin. Whether your goal is to optimize workflows, enhance data management, or enjoy a more seamless admin experience, this release is packed with tools to help you thrive.

From cutting-edge innovations to enhanced functionalities, I’ve highlighted the top 13 features for admins in the latest release.

1. Choose Which Dashboard Widgets to Refresh (Beta)

In Reports and Dashboards Settings, select “Let users refresh individual widgets for dashboards” to enable users to refresh specific widgets on a dashboard instead of the entire dashboard.

This is an interesting change, but I wonder if it will cause any confusion around the last refreshed date/time on the dashboard…

READ MORE: Choose Which Dashboard Widgets to Refresh (Beta)

2. Sort List Views by Multiple Columns (Generally Available)

You can now sort your data in list views by up to five columns at once, making it easier to organize and act on information. Choose which columns to sort by and whether to sort them in ascending or descending order.

This setup is just for your view and can’t be saved as the default, but you can quickly go back to single-column sorting by clicking on a column header that isn’t part of your multi-column sort.

READ MORE: Sort List Views by Multiple Columns (Generally Available)

Similar to the update above, you can also sort related lists by up to five columns. Historically, you could only sort a related list by a single column. This setup is just for your view and can’t be saved as the default.

In the example below, the Opportunities related list on the account is sorted by Stage and then by Amount.

READ MORE: Organize Your Data with Multi-Column Sorting for Related Lists

4. Edit List Filters Option Is No Longer Available

The Edit List Filters option in List Views Control has been removed for all list views. Instead, to amend your list view filters, you’ll need to click the Filters icon.

READ MORE: Edit List Filters Option Is No Longer Available

5. Allow Users to View All Fields for a Specified Object

Fewer clicks, happy admins! You can now assign permission to view all fields for a specific object. This feature is available for all standard and custom objects that support field permissions. Users will also automatically be assigned permission to view any new fields that are created.

READ MORE: Allow Users to View All Fields for a Specified Object

6. The View All and Modify All Object Permissions Have New Names

Understanding Salesforce security – especially the differences between profiles, permission sets, roles, and more – can be a daunting task. To make things clearer, Salesforce has renamed some object permissions for better clarity. The View All permission is now called View All Records, and Modify All is now Modify All Records, making their purpose more intuitive.

READ MORE: The View All and Modify All Object Permissions Have New Names

7. Manage Included Permission Sets in Permission Set Groups via Summaries

Add a permission set directly to a permission set group via the permission set’s summary page. This change reduces the amount of clicks and effort required to add permission sets to permission set groups.

READ MORE: Manage Included Permission Sets in Permission Set Groups via Summaries

8. Remove User and Custom Permissions in Permission Set Summaries

In another similar update to the above, admins can save even more time with the ability to remove user and custom permissions via the permission set’s summary page. This is the start of bringing editability to summary views, with more enhancements to come!

READ MORE: Remove User and Custom Permissions in Permission Set Summaries

9. Get Improved Performance With the Enhanced Role List View

Roles are getting a new user experience that will allow you to view, sort, and filter user roles in a list format, plus edit roles inline.

READ MORE: Get Improved Performance with the Enhanced Role List View

10. Capture More Data With the Increased Limit of Custom Fields for Activities

Salesforce orgs with fewer than 400 million activities can now capture even more details about their sales processes, thanks to an increased limit of 300 custom fields – tripling the previous limit of 100.

READ MORE: Capture More Data with the Increased Limit of Custom Fields for Activities

11. Salesforce Forecasting

There are three notable changes to Salesforce forecasting in the Spring ‘25 release. First up, another name change!

READ MORE: Complete Guide to Salesforce Forecasting

Collaborative Forecasts Is Now Pipeline Forecasting

As the title implies, Collaborative Forecasting has been rebranded to Pipeline Forecasting to better align standard forecasting with other sales features.

READ MORE: Collaborative Forecasts Is Now Pipeline Forecasting

Improve Pipeline Forecast Visibility With Manager Judgments on Opportunity Splits

Forecast managers can now apply judgments to shared opportunities split between multiple team members, giving them more flexibility and accuracy. These judgments roll up through the forecast hierarchy, helping leaders see clear insights into their areas of the business. This update makes it easier for managers to align on how shared opportunities contribute to the overall sales forecast.

READ MORE: Improve Pipeline Forecast Visibility with Manager Judgments on Opportunity Splits

Forecast Your Consumption-Based Business

Consumption Forecasting is a new feature that helps sales teams predict revenue for businesses based on how much customers use their products or services over time. It works alongside traditional opportunity-based forecasting and provides tools to forecast monthly and quarterly revenue accurately.

Here’s what it offers:

  • Comprehensive Data: Combine CRM data with external sources for detailed forecasts.
  • Actionable Insights: Predict consumption trends to give leadership meaningful insights.
  • Historical Analysis: View past trends across different categories and user levels.
  • Flexible Adjustments: Modify forecasts individually or in bulk with smart tools.
  • Real-Time Updates: Adjustments roll up instantly across the team hierarchy.
  • Quota Tracking: Track progress toward sales goals directly in the system.

This feature helps businesses better understand usage patterns, improve forecast accuracy, and plan more effectively.

READ MORE: Forecast Your Consumption-Based Business

12. Coordinate Your Sales Team’s Activities With More Transparency

Sales action plans allow you to assign specific tasks and events to sales team members, ensuring accountability and alignment in their activities. You can link these plans to accounts, contacts, opportunities, and more – and use them within sales account plans to track progress toward long-term growth goals.

Available in Salesforce Lightning Experience starting in Spring ‘25, sales action plans enable teams to collaborate effectively by adding tasks to account plan objectives. To use them, you’ll need to set up permissions and create templates, then add action plans to page layouts and strategic trackers.

READ MORE: Coordinate Your Sales Team’s Activities with More Transparency

13. Track Progress Toward Sales Account Plan Objectives More Easily

With this new feature, you can easily track your team’s progress toward sales account plan goals by defining specific criteria for success. For example, if your goal is to close a certain amount in opportunities, you can set up automatic updates based on activity within those records. This means no more manually updating values – the system does it for you, making your tracking process more efficient and accurate.

As a Sales user, when you add an objective to a sales account plan, select a calculation definition (1), specify a target value (2), and select related campaigns, cases, contacts, or opportunities (3).

You can standardize the way you track account plan objectives across your organization by reusing calculation definitions, ensuring everyone is aligned, and measuring success in the same way. This enhancement gives you greater flexibility to track both qualitative and quantitative goals, offering a more streamlined and automated approach to measuring long-term growth.

READ MORE: Track Progress Toward Sales Account Plan Objectives More Easily

Summary

That’s a wrap on my top freshest features for Salesforce Admins in the Salesforce Spring ’25 release!

Share your favorite new features in the comments, and don’t forget to check out my other post on the top Spring ’25 features for Sales Cloud!

Read More

The Author

Christine Marshall

Christine is the Courses Director at Salesforce Ben. She is an 11x certified Salesforce MVP and leads the Bristol Admin User Group.

Leave a Reply