Top 10 Salesforce Winter '25 Features for Admins

The Salesforce Winter '25 release is here, packed with features that aim to simplify the daily tasks of Salesforce administrators. This release focuses on enhancing user experience, providing new tools, and improving existing functionalities. If you're a Salesforce admin, these updates can help you manage your workflows more effectively and efficiently. Let's dive into the top ten features that you should know about!

1. Configure Record Highlights in Lightning App Builder


The Dynamic Highlights Panel is a game-changer for record pages. With this feature, you can dynamically display fields in the highlights panel of your Lightning record page. This allows users to focus on the most critical fields. You can add up to 12 fields and filter them based on criteria you set. One primary field must be selected, and it's ideal to use the record's name as the header.

Moreover, you can enable this panel for mobile apps, making mobile record pages more customizable. With just one click, you can roll out Dynamic Forms and the Dynamic Highlights Panel on mobile devices, enhancing accessibility and usability.

2. Conditional Formatting for Dynamic Forms

Make your record fields stand out with conditional formatting. This feature allows you to apply custom icons and colors to fields on Dynamic Form-enabled pages. You can set conditions based on the value of a specific field or other fields on the page.

For instance, if you have a lead relationship field with values like hot, warm, and cold, you could display a green happy face for hot, a yellow neutral face for warm, and a red sad face for cold. However, remember to use formatting responsibly to avoid overwhelming users.

3. Add Calculated Fields to Lightning Reports with Einstein Generative AI

Einstein Generative AI is making waves by simplifying the creation of summary and row-level formulas for your reports. Instead of needing extensive technical knowledge, you can now describe your calculation in simple terms, and Einstein will suggest a formula for you. This innovative approach makes report customization much easier and more intuitive.

4. Enhanced Custom Report Types

Discover and manage your report types more effectively with the revamped custom report page in setup. This new interface allows you to edit report details and adjust object relationships directly from the summary page. You can add up to 1,000 fields in the report type layout, providing far greater flexibility for managing your custom fields and sections.

5. Improved Performance for List Views

Expect faster list views with the Winter '25 release, as list views for custom and standard objects will now render using Lightning Web Components instead of Aura. This change enhances performance and ensures a smoother user experience.

6. Enhanced User List View

The user list view has received a modern UI update, allowing for inline edits. You can now view, sort, filter, and modify records without leaving the list view. This improvement streamlines user management and makes it easier to handle user information efficiently.

7. Improved User Access Summary Page

The new user access summary page provides a consolidated view of user information, allowing you to see how permissions are granted at a glance. You can click the "Access Granted By" button to view detailed insights into permission sets, permission set groups, and profiles associated with a user, eliminating the need for endless searching through multiple screens.

8. Object Access Management in Object Manager

Gain a comprehensive view of which permission sets, permission set groups, and profiles provide access to an object. The improved Object Manager allows you to see exactly what level of access is granted, making it easier to manage permissions and troubleshoot access issues.

9. Access Granted By Feature

This new feature enables you to quickly see how a user’s permissions are granted, whether through permission sets, groups, or profiles. This transparency simplifies understanding complex permission structures and enhances security management.

10. Feedback and Continuous Improvement

As always, Salesforce encourages user feedback to improve their features continuously. By utilizing the new functionalities and providing insights on your experiences, you can contribute to the ongoing development of the Salesforce platform.

In summary, the Salesforce Winter '25 release is packed with features that enhance usability, streamline processes, and empower Salesforce admins to manage their workflows more effectively. Whether it's through the Dynamic Highlights Panel, conditional formatting, or improved user access management, these updates are designed to make your life easier. Which features are you most excited about? Let us know in the comments below!

For more details on these features and to stay updated with future releases, don't forget to follow us on our social media channels!

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