The Salesforce Summer ‘25 release marks a major leap forward in how businesses deliver customer and employee experiences. As Salesforce continues to integrate a digital labor force alongside human teams, organizations that fail to embrace AI-driven solutions will struggle to keep up with rising customer and employee expectations.
According to a study conducted by Boston Consulting Group, “AI leaders have achieved 1.5 times higher revenue growth, 1.6 times greater shareholder returns, and 1.4 times higher returns on invested capital over the past three years.” Leveraging AI in both core business and support functions can give your company a competitive advantage and Salesforce is leading the way with tools like Agentforce and Einstein.
With Salesforce + AI, businesses have the opportunity to deliver faster, smarter, and more connected experiences. It’s not just about automation — it’s about enhancing every customer and employee interaction with more efficient and more connected solutions.
In this blog, we’ll break down the key Summer ’25 highlights for sales and service teams and show how adopting these AI-powered innovations can drive lasting impact — and why delaying could cost your business critical ground.
Salesforce’s Summer ‘25 release is packed with new AI-driven tools and enhancements designed to supercharge sales team productivity — and Agentforce is leading the charge.
From smarter SDR outreach with Agentforce to real-time deal guidance and deeper conversation insights, these updates help your reps work faster, follow up smarter, and close more deals.
In this section, we’ll break down the latest improvements to Agentforce + Einstein for sales teams and show you how they can drive meaningful impact across your pipeline.
Salesforce Agentforce SDR is an AI-powered agent that can autonomously engage with inbound prospects to nurture pipeline 24/7. The SDR Agent intelligently prioritizes actions to achieve desired outcomes, analyzing a prospect’s question to determine the next best step — whether it's answering product inquiries, addressing objections, or scheduling a meeting.
An SDR Agent can seamlessly transition leads to the correct sales rep and it can even handle multiple leads at once, across channels, and in various languages. Agentforce helps your sales team focus less on tedious, manual tasks by answering questions, handling objections, qualifying leads, and booking meetings.
There are several updates to Agentforce SDR in the Summer ‘25 release, including:
Learn More:
Available June 2025, Agentforce Deal Agent will help sellers increase productivity by reviewing recent conversations and notes associated with opportunities in Salesforce to recommend actions for sellers to take.
The Deal Agent can suggest updates to opportunity fields, such as Next Step and Stage and update custom text fields on opportunities to automate data entry. By continuously analyzing recent changes to opportunities, the Deal Agent can ensure that opportunities are up to date and complete.
Learn More:
Available later in Summer ’25, sales reps can use Agentforce Quote Management to conversationally create, update, and manage quotes in Revenue Cloud.
Reps can use natural language prompts — like "Create a quote for Cloud Company" or "Add 10 widgets to the Cloud Company quote" — to manage quotes without digging through forms or fields. This conversational approach shifts your sales team’s time from tedious administrative tasks to building stronger customer relationships and closing deals faster.
To activate, admins add the Quote Management topic to the agent. Reps can then open an account, opportunity, or quote in Revenue Cloud, click the Agentforce icon, and chat their requests. Agentforce will confirm details if needed, create or update the quote, and allow reps to review and make adjustments.
Learn More:
Orgs on Hyperforce can now upload video call recordings that were recorded on a third-party platform by using Einstein Conversation Insights (ECI). Users can upload video call recordings under 2 GB in the MP4 format and receive insights, see transcripts, and identify coachable moments surfaced from the meeting.
Learn More:
You can now create powerful flows using the Get Conversation Transcript standard action — helping your sales reps turn every voice or video call into actionable insights.
Automatically update records, flag potential risks early, generate team recaps, or schedule coaching sessions — all based on real conversation data. It’s a game-changer for driving follow-through, improving performance, and scaling best practices across your team.
Learn More:
This summer, Salesforce is leveling up service experiences with powerful new enhancements to Agentforce and Einstein.
Whether you’re supporting employees internally or customers externally, these updates are designed to help your service teams move faster, respond smarter, and create more intuitive experiences.
From ready-to-deploy employee service agents to smarter data-driven suggestions and personalized follow-up tools, here's what’s new and how it can make a real impact.
Leverage the Agentforce Employee Service template — complete with predefined topics and actions — to quickly build an agent that supports common employee requests.
With Agentforce, employees can easily check their leave balance, request time off, submit expense claims, generate employment verification letters, access enablement program details, update direct deposit information, and manage their profile.
Learn More:
Supervisors now have the ability to monitor email conversations between Agentforce Service Agents and customers in real time. Previously limited to overseeing messaging conversations, supervisors can now also view, manage, and intervene in email interactions directly from the AI Agents tab in Omni Supervisor.
This expanded visibility allows supervisors to ensure that AI-supported service is maintaining high standards of quality, quickly address any issues, and provide immediate assistance to agents when needed. If a Service Agent requires support, supervisors can easily reassign the associated case to another service representative to maintain a seamless customer experience.
Learn More:
You can now help your users who are facing significant challenges with faster resolution to their search queries by passing information about the data categories selected to an Agentforce Service Agent in real time. The Service Agent automatically suggests answers to users’ search queries by searching the knowledge base.
Learn More:
With the new Follow-Up Service Email prompt template in Prompt Builder, service reps can quickly generate friendly, personalized follow-up emails — saving time and boosting response rates from customers who haven’t replied.
Learn More:
Custom Lightning types and LWCs allow you to improve the Agentforce (Default) agent UI in Lightning Experience and give your users a more intuitive experience. This feature enhances the user interface by making sure that chat responses look exactly how you need them to.
Learn More:
Field service teams are in for a major boost with the latest Summer ‘25 updates to Agentforce + Einstein. From streamlining scheduling tasks to enhancing mobile workflows, these updates are designed to make life easier for both dispatchers and field workers.
By leveraging AI-powered tools like Agentforce, teams can now automate routine tasks, reduce manual work, and focus on what truly matters: delivering top-notch service to customers. Let’s dive into the key features that will transform the way your field service teams operate.
Dispatchers can now reschedule directly from the dispatcher console or by simply chatting with the AI agent in natural language. From there, Agentforce takes over — reaching out to the customer and coordinating a time that works best for them. The result? Less manual work, smoother customer experiences, and more time for dispatchers to handle complex, mission-critical tasks.
Learn More:
Agentforce takes scheduling off your operations managers’ plates by autonomously reaching out to customers to coordinate maintenance appointments. This helps with timely upkeep of assets, improved customer experience, and more time for your team to focus on higher-value tasks.
Learn More:
Now, Agentforce intuitively understands the context of the record you're working on, so you spend less time explaining and more time getting things done.
For example, when a mobile worker has a work order open and asks Agentforce for a summary, it automatically knows which work order they mean — no need to copy and paste the record ID or clarify the request. This update means faster answers, smoother workflows, and a more seamless experience across the board.
Learn More:
Mobile workers can now stay focused and work more efficiently with a hands-free experience — thanks to the new Siri integration. Instead of manually opening a work order and tapping to hear a brief, they can simply ask Siri to read their next pre-work brief out loud. This update streamlines access to critical information, helping field teams save time, stay safe, and boost productivity on the go.
Learn More:
The Summer ‘25 release reinforces Salesforce’s bold vision for the future — one where AI and automation work hand-in-hand with your teams to elevate every customer and employee experience.
As the pace of innovation accelerates, businesses that embrace tools like Agentforce and Einstein will be better positioned to meet rising expectations and stay ahead of the competition.
Whether you’re looking to modernize your sales process, transform service delivery, or scale operations more intelligently, now is the time to act. Our team at Kelley Austin is here to help you turn these new capabilities into real business value — so you don’t just keep up, you lead the way..
If you're curious about how these updates could impact or benefit your business, don’t hesitate to reach out to our team for more information.
At Kelley Austin we're proud to provide tailored Salesforce solutions across a variety of industries. Our expert knowledge and many years of experience in all aspects of the Salesforce ecosystem have earned us high levels of satisfaction from our clients.
We're ready to find the right solutions for your industry today.