Sales Cloud: Top Salesforce Summer ‘25 Features

Summer has arrived, and with it comes a wave of exciting new updates in Salesforce’s Sales Cloud Summer ’25 release! Packed with powerful enhancements and intelligent tools, this release is designed to heat up your sales performance, simplify workflows, and help teams close deals faster than ever.

Whether you’re an on-the-go rep looking to stay one step ahead or a sales leader ready to scale success, Summer ’25 delivers the innovation you need to thrive. Grab an iced coffee, settle in, and explore the hottest new features lighting up Sales Cloud this season!

1. Agentforce SDR

Salesforce Agentforce SDR is an AI-powered assistant designed to support Sales Development Representatives by automating early-stage sales tasks and improving lead engagement. It helps SDRs qualify leads more efficiently by analyzing inbound interactions, surfacing relevant insights, and suggesting personalized next steps. The SDR agent can also draft outreach messages, log activities, and ensure leads are properly nurtured and handed off, allowing reps to focus on high-value conversations and increasing pipeline generation.

There are several updates to Agentforce SDR in the Summer ‘25 release:

• Agentforce SDR can now reach out and nurture relationships with contacts and person accounts, in addition to leads.
• Agentforce SDR can now engage in additional languages, including French, Italian, German, Spanish, Japanese, and Portuguese.
• You can test Agentforce SDR introduction emails, nudges, and replies using the Agent Builder Preview panel.

2. Increase Seller Productivity and Sales Process Adherence With Agentforce Deal Agent

Agentforce Deal Agent is an AI-powered assistant designed to streamline deal management and boost seller productivity. It analyzes recent activity – like emails, call notes, and opportunity updates – to proactively recommend the next steps, such as adjusting the Stage or Next Step fields. By default, updates require seller approval, but the agent can be configured to make changes automatically, reducing manual data entry and ensuring opportunities remain current.

Launching in June 2025, Deal Agent will be available in Lightning Experience for Enterprise, Performance, and Unlimited editions, with both the Agentforce Deal Agent and Einstein for Sales add-ons.

3. Choose Which Dashboard Widgets to Refresh (Generally Available)

Instead of refreshing an entire dashboard, simply choose the widget you want to refresh! Ask your admin to set this feature up via Reports and Dashboards Settings, selecting “Let users refresh individual widgets for dashboards”.

4. Control Who Can Export and Publish Quota Plans

If your company uses Quota Planning and Pipeline Forecasting, there’s a new option that helps you stay aligned with your company’s security policies. Now, you can control who’s allowed to export or publish quota plans, specifically for forecasts based on sales territories.

How it works:

• Go to Sales Planning Settings, then find the Publish Options.
• You can turn on the ability to export and publish quota plans.
• After that, you decide which roles can access these features by assigning the right permissions.

This gives your team better control and keeps sensitive forecasting data secure.

5. Navigate Quota Plans Easily

Speaking of Quotas, another change in the Summer ‘25 release is the ability to freeze specific columns and headers when working on quota planning. Territory and Owner will remain fixed, so you don’t lose sight of them when working with a large amount of data!

6. Automate Prerequisite Steps to Configure Consumption Forecasting with One Click

Consumption Forecasting was a new feature in the Spring ‘25 release, helping 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.

In the latest release, you can simplify the setup using the forecasting data kit. The data kit will create the required data lake and data model objects for standard objects. This neat piece of automation will save you a ton of time, as you no longer need to manually create objects in Data Cloud.

7. Salesforce for Outlook Is Being Retired in December 2027

Salesforce is retiring Salesforce for Outlook in December 2027. 

Once Salesforce for Outlook is retired in 2027:

• It won’t work anymore. Users won’t be able to sync contacts, calendar events, or tasks between Salesforce and Outlook.
• The side panel in Outlook used to access Salesforce features will disappear.
• Admins won’t be able to configure or update any settings related to this tool.
• Users won’t be able to download it or see their configurations in Salesforce.
• Any unmatched or unsynced items that used to show up in the “Unresolved Items” section won’t show up anymore from this tool. (Other tools like Einstein Activity Capture will still show unresolved items.)

Salesforce recommends you switch to new tools:

• Outlook Integration
• Einstein Activity Capture

Bonus: Sales Cloud Go Is Now Salesforce Go

It wouldn’t be a Salesforce release without a name change, right? Sales Cloud Go is now called Salesforce Go.

Right now, it helps you discover and configure new Sales Cloud features more easily. But with the new name, it feels like a signal that this could expand to other Salesforce Clouds in the future…

Stay tuned – this could be just the beginning.

Summary

Summer ’25 is shaping up to be an Agentforce-heavy release, with fewer standout updates elsewhere in Sales Cloud. If you’re hoping for more variety or enhancements in core sales features, you’re not alone.

What new Sales Cloud capabilities are you hoping to see next time? Drop your wishlist in the comments!

Read More

• 13 Hottest Salesforce Summer ‘25 Features For Admins
• 8 Salesforce Summer ‘25 Updates for Developers
• 10 New Salesforce Flow Features in Summer ‘25
• Service Cloud: Top Salesforce Summer ‘25 Features
• 15 Summer ‘25 Updates Salesforce Marketers Need to Know