Salesforce Release Changelog

Summer ’25: Smarter Widgets, Sharper Insights ☀️

☀️ Summer ’25 is all about flow—not Flow the product, flow as in “dashboards that actually feel fun to use.”
CRM Analytics gets a big UX and data-integration boost this release, with interactive widgets, better table clarity, and recipe + connector upgrades that make large-scale analytics work less painful.

Highlights for CRM Analytics builders:

• 🧱 Repeater widgets with real control
  Add custom headers and sort order inside repeater widgets, so list-style layouts (pipelines, top accounts, case queues) look more like proper apps, less like random cards.
• 🎛️ List & Toggle widgets that actually do something
  Use List and Toggle widgets to filter and navigate between pages or dashboards—no more “link widget zoo.” Your filters can also act as navigation, so users click less and explore more.
• 🧠 Table tooltips that explain the metric, not confuse it
  Add custom tooltips for table columns so you can tell users what “Weighted ACV” or “Health Score” actually means without a separate wiki.
• 🧺 No-code bucketing in Recipes
  Use new bucket definitions directly in the enhanced recipe editor (ranges, operators, labels, filters) with clicks, not code, to categorize data like deal size tiers or risk bands.
• 📬 Notifications even for read-only users
  “Recipes View Only” users can subscribe to recipe notifications—so even non-builders know when data pipelines fail or finish without giving them edit access.
• 🌐 Cleaner, safer data integrations
  Summer ’25 doubles down on external connectivity with:
  • Incremental + periodic full syncs for the Salesforce External Connector
  • App-level caching to reduce Data Cloud direct query costs and latency
  • VPC access for Amazon S3, IAM roles for S3/Athena, and OAuth security for Snowflake VPC connections

Why it matters for your learners:
Summer ’25 is the “dashboard UX + integration polish” release. It’s perfect for lessons where you show:

• How to design app-like CRM Analytics dashboards using List/Toggle/Repeater widgets
• How to document metrics inside the dashboard with tooltips
• How to teach data modeling and governance using Recipes + external connectors

Use this release in your curriculum when you talk about “Modern CRM Analytics UX + Enterprise Data Integrations.”

Spring ’25: Safer Recipes & Versioned Dashboards 🌱

🌱 Spring ’25 is the governance + quality control drop for CRM Analytics.
Think: fewer “who deleted this?!”, more “don’t worry, we can roll back.” Recipes, dashboards, and external connections all get more transparent and secure.

Key CRM Analytics upgrades:

• 🎨 More accessible donut & stacked bar charts
  Donut and stacked bar charts now support improved colour contrast for up to five segments, making key categories easier to read and more accessible.
• 🧾 Version control for dashboard components
  View and restore previous versions of CRM Analytics dashboard components without diving into APIs. It’s basically “mini Git” for dashboard edits.
• 🔍 Smarter recipe sampling & previewing
  Recipes get better data sampling options and richer previews with sorting, searching, and value inspection—making debugging and teaching data prep much easier.
• 🕵️ Audit trail for dataflow & recipe deletions
  The setup audit trail records who deleted a dataflow or recipe and when, so you can finally answer “who broke prod?” with actual evidence.
• 🧑‍🏫 Read-only recipe access
  The “Recipes View Only” permission gives users read-only visibility into recipe definitions and flows—perfect for learners, auditors, and stakeholders who need to understand pipelines without editing them.
• 🔐 Safer external Salesforce connections + faster syncs
  • OAuth 2.0 for external Salesforce connections
  • Incremental syncs for the Salesforce External Connector and Analytics External Data API

Why it matters for your academy:

Spring ’25 is perfect for modules around:

• Data governance & auditing in CRM Analytics
• Safe collaboration between builders and read-only users
• Best practices for external connections & incremental loads

Use this release when you run lessons like “Enterprise-Grade CRM Analytics: Versioning, Permissions & Monitoring.”

Winter ’25: Actionable Dashboards & Data Cloud Exports ❄️

❄️ Winter ’25 is the “do stuff directly from the dashboard” release.
No more dashboards that just sit there looking pretty—this one leans into actions, exports, and control across CRM Analytics and Data Cloud.

Core CRM Analytics improvements:

• 📥 Download directly from widget action menus
  Users can download images or export data straight from an enhanced dashboard widget’s action menu, without opening the Share dialog.
• 🏷️ Confidentiality labels on exports
  Add a “Confidential Information – Do Not Distribute” disclaimer automatically on downloaded images and exported data—great for compliance-heavy teams.
• 🎯 More precise query filter operators
  New filter operators (Does Not Contain, Does Not Start With, Ends With, Does Not End With) give builders tighter control over query logic and filter conditions.
• ⚙️ Launch Salesforce Flows from dashboards
  Launch Flows directly from CRM Analytics dashboard interactions, including autolaunched flows—not just screen flows. Think: create case, update opportunity, trigger approvals from a chart click.
• 📤 Export from Data Cloud–connected assets
  Export query results from Data Cloud data model objects to CSV from CRM Analytics lenses or widgets—making it easier to share Data Cloud-powered insights with downstream tools.
• 💬 Slack + CRM Analytics, multi-org
  Use the CRM Analytics Slack app with multiple orgs so teams can view and share analytics in Slack, right where conversations happen.

Why it matters for your content:

Winter ’25 is your go-to release when you teach:

• Dashboards as control centers – triggering flows and processes from CRM Analytics
• Compliance & export hygiene – labelling confidential downloads and controlling exports
• Bridging Data Cloud & CRM Analytics – showing learners how real-time data can still be exported and reused

Use this release summary in modules like “Operational Analytics: From Insight to Action.”