Salesforce Spring '25 Release Highlights
Watch this 53-minute session on demand, originally aired in February 2025, presented by the Redpath team. A full transcript is available below the recording.
Watch this 53-minute session on demand, originally aired in February 2025, presented by the Redpath team. A full transcript is available below the recording.
Webinar transcript
Hello, everyone. I just opened up the webinar, so I'll give people a little bit of time to join and then we will kick it off. All right. Hello. Good morning. Thank you guys for joining us today. I know we're talking about spring release notes and I think the idea of warm spring air and sunshine sounds so amazing right now. I don't know where everyone is at today, but here in Minnesota, it is freezing cold. So while we're out here waiting for it to warm up and actually become spring. We're going to talk about something almost as exciting, which is the Salesforce Spring 25 release notes. We're actually doing things a little bit differently for this webinar compared to our past release note sessions. So if you are a regular, this is kind of a fresher format So the plan is we will do a quick high level overview of the key updates in the spring 25 release. And then both of our experts are going to highlight their favorite new features So they handpicked these and they're going to break them down on why they matter to them and you guys and then how it can bring positive changes to your Salesforce org. And of course, we're going to leave questions at the end. So as we go along, feel free to drop them in the chat.
Or in the Q&A, I see right now, Nancy is saying she's calling in from freezing cold Albany, New York. So we feel for you, Nancy. Thank you for joining us today. Hopefully you're nice and warm listening to the webinar. I'll also note that this webinar is being recorded. So if you wanted to revisit any of this information, that recording will be available to you guys later on this week. So if you are looking forward to learning some game-changing information. And new features, pick up some best practices or just getting a sneak peek at what's coming up. We are glad that you're here. And before we dive into the content, I just wanted to introduce ourselves. So at Red Path Consulting Group, we have been amplifying the mission or the impact of mission-driven organizations for over 15 years.
We do specialize in helping nonprofit and higher education organizations leverage Salesforce in a way that makes a real difference. So we have supported over 400 organizations and delivered over 3000 projects. We always make sure that we're focusing on scalability and strategic impact. We do have a 4.95 out of five customer satisfaction rating. So it just really shows that our dedication to partnering with our clients speaks volumes. So we have a team that includes US-based consultants, developers, and architects. Collectively, they hold 200 or over 250 Salesforce certifications. And bring over 150 years of combined experience to the table.
One thing to note, we're not just technology savvy people. We're actually also problem solvers. We really understand the challenges that you face every day. So whether you are struggling with security settings, automation updates. Tackling new API capabilities. We have all of those insights and can bring those to the table for you guys. Our goal today is to highlight what those most impactful changes are in the spring 25 release notes. Ones that will save you clicks, streamline workflows, and give you more flexibility in your org. So I want to introduce the two experts who are with me today. They have done all the combing through the release notes so that you don't have to.
First, we have Sandra Peterson. She is a solution architect here at RedPath in our higher education practice. And has 13 years of experience and 12 Salesforce certifications under her belt. And we also have Ian Cook, who is our solution architect for our nonprofit practice. With eight years of experience and 13 certifications. So if those numbers aren't already impressive enough to you, these guys are our in-house release notes pros. So you're in for some really good insights today. With that, I am going to turn it over to Sandra. Good morning. It's so great to see everybody here today. And I am looking forward to just kind of going through some of the updates that Salesforce has done in this release. I wanted to start with going over some of these release updates.
That are important to just know and make changes to in your system. So the first one is the Einstein activity capture permissions So if you have been using the sales engagement basic user permission set, so You know, this is, and I'm going to back up a little bit Einstein activity capture allows you to sync Your… email or your tasks or your tasks contacts back and forth between Salesforce and your Outlook or your Google. And so some of our sales users have been using the sales engagement basic user permission set. And that is no longer going to be available and you need to switch everyone over to the new standard Einstein activity capture permission. Otherwise, you're not going to be able to see and use, I say, an activity capture. So something important to note and to make changes to. The next thing I wanted to mention is that you need to verify your email address as a sender.
So, you know, Salesforce recently made a lot of changes where you're required to have a default email address for Salesforce, but now for individuals, they need to validate their email addresses for sender verification. And the reason that Salesforce is doing this Is to improve the security inside of Salesforce. So something that you need to take action so that you can stay secure. And last but not least, you need to enforce your roles for permissions when editing public list views. So as of spring 24, only users with view roles and role hierarchy permission could see or select roles when they were editing public lists. And this update adds extra security for managing those roles. So if you aren't currently using roles, this doesn't affect you. But if you are using roles in Salesforce, then you need to make sure that that hierarchy permission is given if you want people to be able to
Edit public list views. So let's jump into some of my top release picks. I was really excited to go through it this year. And see what has been changed inside of Salesforce and so I'm going to just take a look at this first one which is intuitive data and viewing of actionable lists. And this is also available for list views, not just actual lists, but any list view. So now you're able to sort these list views by multiple columns. So you can sort them on object homepages. You can have up to five columns. And then you can put them in ascending or descending order, depending on how you want to see it. Like if you have a date if you want to see it, oldest to newest or newest to oldest, you can do that.
You can also click the column header and multi-select columns to reset sorting. But this is going to be really helpful for users, especially when you're looking at those list views. Before it's been really, you know, you've been able to only sort by one one column and now you'll be able to do multiple columns. This is super exciting and I hope you'll be able to find uses for this in your org. This is also one of the many features that Salesforce developed based on idea exchange information. So, you know, you go out and you vote on the id exchange This is one of the things that they released and there's actually several things that we're going to call out in this call today. That were from the idea exchange. So for those of you who think, oh, they're never going to implement my ID exchange, it happens. So go ahead and do click that upvote when you find something that really is of value to you. The next thing that I want to cover is the streamlining flows and being able to streamline the creation experience.
So in this new view. You're able to see that they've laid it out in a different way and you can see that you can pick what kind of flows you're going to be building. If that's triggered, scheduled, screen, or auto launched. And then when you click on that little button that says view all, it will actually bring you up a list of templates that you can use to start your flow from. So if you're new to Salesforce or maybe you're not sure how to get started for a certain type of flow. It will let you click on view all under each of the different sections and it'll bring up templates for each of those groups. So if I'm looking at screen flows and I click view all, it'll bring up a whole group of templates for me. Pull up a new template. I can edit it see exactly what I want on that.
Make the changes that I need to. And then deploy that. And it's just really handy. And the view is really nice because you'll be able to not only see these in categories But you're also to see what you're using most frequently. And pick from some of those things, which is going to be really helpful. So next. Is the um being able to view versions in Flow Builder. So I don't know if you've ever been working on a flow before as an admin. And you wanted to look at a previous flow, what did you have to do? Click the back button, search through the flow, you know, go into the details, pick the right one figure out what it was that you either don't want to redo or do want to do again. And then go back into your original flow. And now you don't have to do that. They have a little carrot to the right of the name of the flow.
And you click on that and it brings up the different versions. So you can look at the you can see which one you're currently looking at and then you can click the little box next to the inactive ones. Let's say I want to check out version two. I click the little box with the arrow and it would open it in a new window so I can compare it to my current flow. And make changes. Maybe something really worked in that version that I want to implement or maybe something really didn't work and I want to remember what that was and not retry that. So, you know, flows can be really difficult sometimes, especially when you're debugging And this is a way to really help you get through and build flows faster. Salesforce has also come up with a way to use Einstein to develop a detailed description of the flow.
I love this. I am… I just am not a fan of sitting down at the end and writing a big explanation of how that flow works. Not because I don't want to, but it seems like we're always changing or someone else has maybe changed the flow that works in your in department and and sometimes it's hard to make sure that you've captured absolutely everything that you want to capture in that. Salesforce has made it possible that you can actually go down and summarize. The flow in the flow And you can see the button down under recommended actions. It says summarize again in this image. And you would click that and it would re-summarize the flow as it is currently For this version that you're currently working in. And then you can then you can make it your… Make it shorter, make it standard.
And it will add it into your description for that flow. So it leaves a nice, concise description for your users. And once it gets added to your description, you can make some changes to it and edit it. If you need to, but this is going to really improve on that documentation that seems to be One of those things that gets lost a lot of times when people get busy and are building flows so I think that this is kind of a fun little button. I hope you try it out. Okay, the next thing that Flow has come out within and is a really kind of a game changer. And that is being able to look at you know when you have a flow action button So you're doing queries or call outs. You have a sub flow within the screen And in the previous version of Salesforce before the update, you had to click next For those things to show up on the page. But now when you are have an end user going through a form.
They can actually see the changes and executions without having to click the button. So if you're… entering your name or an id number that's going to bring up your name. You can enter that ID and then it will start populating that data and giving you those views that you need instead of having to click next and then the new screen comes up and brings that up. It really makes a nice user interface for the clients And it is kind of a seamless interactive experience for that end user. I think this is going to think this is going to really be helpful. I know that in Education Cloud. When you are building a big application. Sometimes you get down to the bottom of the application and you click next. And then a bunch of things come up that you needed to maybe fill out differently or you needed to act on and you have to go back and fill in those fields.
And so that really calls into what is on the next slide Which is another similar change, which is that these validations for flow screen components are also automatically showing up in the screen. So if you need to enter it in a certain format and you format it that way. Inside of Salesforce. It will show that automatically on the screen instead of having to click next and then see all the validation errors on the page. And that's going to make it quicker. Easier for individuals and end users to fill out that form and not get frustrated trying to have to scroll up to the top of the form, change the format. And then continue. So I think it's going to make our clients that we are interacting with, that we're having fill out these forms And just make their lives so much easier in the process of while we're trying to gather information from them. Okay. Enhanced email attachments.
So in this spring 25 release, you're now able to add a comma delineated list of attachments so If you had an attachment before, you could add one. Now you can add a list of them. I want to put in a letter of intent And I want them to see the contract that We are recommending, it's not going out for signature yet, but maybe you want them to view it. Maybe there's some rules or NDAs that you want to also include in that packet of information. You can include all of the IDs for those documents that are in Salesforce. And then go ahead and include them in this attachment ID field. And it will automatically send those as part of the email.
The next thing I wanted to talk about is agent force. Who has heard about agent force? Awesome. It's exciting. I really cannot wait for more of our clients to get into using agent force. I think that they're going to find it super useful. Especially for like case deflection, adding FAQs getting people to self-service on their on their experience cloud sites is going to be really helpful. And so Salesforce has come out with a student recruitment agent that is kind of out of the box. So it gives you the ability to put in some of your own content for answering questions to prospective students, covering topics like applications, financial assistance, and You know, housing, all of those things you can um you can load into The data for agent force and then it'll be able to answer questions with your students in kind of a conversational way.
I think this is going to be really helpful for students to get that information when they're up at 2am trying to fill out an application or find out about financial aid. So think agent force and how it can help you. There's a lot of different options. And so if you haven't started looking into it, I recommend that you do. If it's not for student recruitment, there's a lot of different ways to use AgentForce. Especially if you currently have a portal. That you're working in. Okay, this one I thought was really helpful. And that is applications with rubrics So the rubrics are able to take and score applications anytime after submission. So you can define specific, you know, you know you could determine what criteria and how you're going to weight that and have weighted and unweighted. Solutions. And you can… take that information And… be able to make clearer decisions. So Salesforce is now giving you the opportunity to use rubrics with those applications and get that scoring and make it more efficient instead of maybe having to hand you know hand tally on a rubric and then enter information to Salesforce. It's all going to be there and if
You know be able to be used If you're using rubrics on your applications right now and it's a completely manual process this is definitely something to take a look at. And see if it can't help you with how you're doing and scoring applications. Okay. Autonomously answering its support of prospective students. So a lot of times this kind of also goes, this is not agent force, but it's similar to being able to give the answers to students 24 7 without any delays. So AI and generative AI is giving you pre-configured responses that allow like student recruitment agent to be fast and accurate. But it also really, again, like the recruitment that we just talked about it allows you to do that for you your admission to free up your admissions team's time and to give them some of that additional time to really focus on those student conversations
And in-person conversations that are maybe really helping or mentoring students or getting them into their Correct. Signed up for the right courses, filling out the application correctly And being able to do that with agent force and then having those individual conversations where you're scheduling a meeting be less on some of those high level things that could be answered through an AI. Tool like this. Okay. Philanthropic engagement has been improving inside of salesforce And I really like that they have like are giving relationship officers the ability to see donor insights. So they we're able to get instant answers on these records and then build some strategy and some outreach. And help students to, or I'm sorry help you know get some of that alumni engagement that a lot of people are really trying to build.
So, um. I know that we're going to see a lot more for philanthropic engagement inside of Salesforce. Um and i I'm excited to see where they take this in the future. Okay, consolidating information. We all know that it's all about the data inside of Salesforce. If we don't have the right data, the right information, then we really aren't able to get those to get the information that we need to make the right contacts. So this is a way to see the contacts and relationships for students and their enrollment so you can see their parents, their emergency contacts who they're working with in recruitment You can gather all of those relationships, who their teachers are, what kind of, you know.
Different relationships they have. And then you're able to see that in a graph inside of Salesforce now that will really give you clarity of those relationships and you'll be able to kind of on that graph, it'll have the different relationships and then Lines that draw out to the different to how they are related. And that really helps, especially your recruitment team, your counselors, your advisors. To kind of understand who that person knows And how you might be able to help them individually Or how you might be able to reach out to them in the future or contacts of theirs. If you're working on doing the different The… If you're working on doing the different types of I'm sorry. If you're trying to do some like grant making or you know um finding help. And I'm so sorry I got distracted by something. But what I'm really trying to say here is that you really want to be able to just see those relationships. And this is a great way to do that.
Let's go to the next slide. And then intelligent degree planner learning progress Salesforce has been really improving intelligent degree planning and learning progress. And we are. Now able to, you know, you've been able to compare program plans But now they have a new flow template that really helps along with that process. So you're able to see the program plans And then you'll be able to also see what course retakes has a student take, what enrollment statuses do they have? And use that information so that you can help students plan their academic future and understand where they are and track their progress. So this is really helpful. In making sure that you kind of really get that 360 degree view So if you haven't started using Intelligent Degree planner and Learner Progress, it's available on the student portal, but it's also available for internal people just to look at and I think that If you haven't looked at it, please do. It's something that will really help you get a nice view of where the student is in their path and how you can help them either finish their goals faster or help them make decisions on changing their
Their current their current goals. Thank you. Yep. Well, thanks, Sandra. There's a lot of really exciting stuff in there, especially for Education Cloud and all the AI stuff and flow. And let's take a look at some of my picks that I had as well. I mean, of course, we all liked a lot of the same things, but let's jump into some different ones. So we have a couple updates to reporting in Salesforce with this release. So first, some updates to custom report types. If you're used to that interface right now, it still looks like it hasn't been updated in five years or 10 years.
It just looks out of place and out of date compared to the rest of Salesforce. But with this new release, they have completely redesigned it. So first of all, the report types page in setup has been updated to use a more modern list view format so you can do all of the filtering and the sorting that we are used to in other list views. So that can help you find exactly which report types you're looking for. And then when you are actually editing a report type, they have completely redesigned that editor. So the summary page is more compact, easier to read, just a lot cleaner looking. And then… when you're editing the layouts for that report type, it's really clean and easy to add fields relabel fields, set which ones are included by default.
Rearrange the fields or rearrange the sections in the layout. You can just with a single button click, you can add a lookup fields to the report type. So all of this is just going to make it a much more enjoyable experience to work with designing and customizing report types. When you have a report that has been built and you have a chart up at the top of that report. Now, if you… sort your report by one of the columns that's included in that report. Then the chart up at the top of the page is going to automatically resort itself in order to match the data that's in the report. So you know that you'll always be looking at consistent information between the report and the chart.
And then also, I just wanted to share this one. It's currently in beta, but Salesforce is working on the ability to just refresh a specific widget in a dashboard rather than needing to always refresh the entire dashboard all at once. So this will save loading time in these situations where you only need to refresh one or maybe two widgets. And yeah, so this is currently in beta testing, like I mentioned, but hopefully that means that we'll be able to see this in Hopefully by next release. Now, in nonprofit cloud for fundraising it is now going to be a lot easier to generate outreach source codes in bulk to cover all of your variations and segmentations. So to use this, you'll define a specific source fields where the information is coming from, and then you'll define a formula or you can choose one that Salesforce provides as an option as well. And then Salesforce is going to use that formula, pulling information from whichever fields you chose And it will… automatically generate all of those outreach source codes for you.
So rather than needing to go through and manually create each one one by one. This is going to speed up that process immensely. It's also now going to be possible to add interest tags to those source codes. So it'll be even easier to segment your outreach efforts. Salesforce has also made a number of updates to roll-ups in nonprofit cloud for fundraising. So first, they've added some out of the box roll-ups for soft credit. I know this has been an important wish list item for a lot of nonprofits since so many organizations depend on soft crediting. And noting that information accurately. And so it I certainly appreciate that Salesforce has developed these out of the box now.
They've also updated so that the donor gift summary and the outreach summary page layouts can be customized. So that means that you'll be able to rearrange the information that shows up on those pages in order to match your needs and show the most important information in the order that you want it. And then this next one, most end users, well, I mean, hopefully end users won't notice any change here, but for admins. Salesforce has now figured out a process so that when they make updates to the fundraising data processing engine roll-ups. You are going to be able to receive those updates automatically without losing your custom configurations or needing to reclone the latest version of the DBE definitions. And so that's going to really help streamline maintenance of these roll-ups while also keeping things up to date. Another big update to Nonprofit Cloud for fundraising that I know, again, has been on the wish list for a bit is being able to map custom fields in gift entry.
So this is going to really streamline that gift entry process. Because you'll be able to add in extra information all on that one screen. Rather than needing to, after entering the gifts, go find that record and update it later. You can just enter it all on the same screen at the same time. And it'll all get mapped where it needs to go. Now this next update is for admins. So Salesforce has renamed a couple object permissions that can be assigned to users. So view all and modify all are now called view all records and modify all records.
And the reason that they did that is because they have added a new object permission called view all fields. So if a user has this view all fields permission for an object. That means that that user is able to see all fields on that object. But that also means that any fields that you create in the future will automatically be visible to that user as well. So rather than needing to remember to go back and add it to their permissions after you've created that field, this is just going to automatically give them that access. Now, with all of that said, just a quick caveat. I just want to mention best practices. We should, of course, be selective and think through who we would give this permission to.
Makes sense for system admins to have this but we really want to make sure that uh that the whoever we're giving this permission to, we really do want them to see all fields on that object. And that we won't ever want to have anything hidden from them. So just want to make sure that you are thinking through that as you are considering this new permission. There are a few other updates that Salesforce has made to security. And in fact, over the last several releases, they've been really doing a lot of work with adding these new summary pages. For permission sets, for permission set groups, for public groups. And there's a new addition that they've added this time around. So now. When you're looking at one of those summary pages for permission sets or permission set groups. It's actually going to be possible to add or remove things from that permission set or permission set group right from that summary page rather than needing to go back and add it and find the specific permission that you're wanting to add and add it and then go back to the summary page to see the overall
View again. Now you'll be able to do it right from that summary page. And then additionally with public groups. It is now going to show on the summary page, it's now going to list the sharing rules and list views that reference this public group. In order to grant access. So previously you would have had to select a specific object in order to see that information and it would have only shown you the information for that object. But now it'll just show it for all of the objects. And so that'll really streamline that view a lot. Now, this next one is uh An update that affects both, well, it affects nonprofit cloud for grant making, nonprofit cloud for program and case management, and it's also in Education Cloud. And this is an example of Salesforce bringing another industry's common feature And making it available to these across several industries. And so that is stage management.
Stage management allows you to be very specific about defining processes for managing your Salesforce data. And it's a lot more than just a stage feel a pick list field and some validation rules or automation like we've had previously. Now, what this does is it allows you to first identify all of the stages. And then, for example, if you're working through grant reviews and approvals or program admittance, anything like that. Define the criteria for transitioning between stages. You can establish step dependencies. So maybe one step depends on completing a prior step. And it's much more, it allows you to be much more rigid And ensures that you maintain accurate data and also helps you enhance your compliance. I've got a couple more updates to Flow as well that I'm excited about. So this first one, over the last several releases, Salesforce has been working hard on an automation lightning app.
That is available from the app launcher. And so that makes it so that you can view your flows without needing to go into setup and find them there. And it also adds new functionality like categorizing your flows for easier sorting and filtering in the list views. With this update, with this release, Salesforce is now adding the ability to view paused and failed flow interviews from this app. So just another thing that we won't need to go into setup in order to see. And when you are actually looking at these flow interviews, when you open up a paused one, you can click a button to resume it. And if you're looking at a failed one, there will be a button where you can open up that flow and immediately start debugging it. So really nice and streamlined for being able to figure out what is going on with your flows if you run into any errors.
A few releases ago, Salesforce developed this brand new transform element. And they each release since then, they've been expanding on its functionality and adding more and more that it can do. With this release, we are now able to take data from multiple collections and join it into one. Target collection. So within this we can define how to join the data. We can identify what is the key field that's going to be used to match the records together, and then we can map fields. Into that collection. Previously, in order to accomplish the same functionality, we would have had to use a loop and depending on how complex it is, maybe some very intense logic. And now it can all be done within a single element, which is really nice and streamlined.
With agent force and Salesforce's focus on AI, they have now added the ability for you to add a quick action onto the page layout. That launches a particular action with an agent. For example, if your users are frequently asking your agent to maybe summarize this contact. Previously, those users would need to open up the agent force side panel and then ask the agent, hey, can you please summarize this contact for me? Now you can say, okay, that's a common action that our users are doing. Let's create a button where the action is asking that agent to summarize this contact. And so now when we add that to the page layout, your users will see that, yes, this action is powered by AI. There will be a little icon on there. But when they click the button, it's just going to automatically trigger the agent to take that action rather than needing to type into the side panel.
So a nice way to streamline those common tasks or actions that users are doing as they're interacting with AgentForce. Now, in nonprofit cloud for program and case management, care plans have received some updates. So now you are going to be able to easily create new goal definitions when you're setting up a care plan to really personalize your work with each of the program participants. Previously, you would have had to either define those goals beforehand so that they were available as you were setting up the care plan. Or add the care plan and then add the goals afterwards. And now Salesforce has updated it so that you can add those right in the middle of creating that care plan to really streamline that process.
And then, of course, over time, as you're templatizing your work with your participants. Oftentimes those care plan templates that we establish At one point in time are going to need updates and need to change over time. And now Salesforce has added the ability to clone your care plan templates. So rather than needing to start over from scratch. You can clone an existing one and that allows you to be much more iterative in a streamlined way. Now, with program enrollments, and this is also for nonprofit cloud for program and case management. With program enrollments. It used to be that those enrollment records always defaulted to the status of applied. Even if we selected a different default status or even deactivated that value entirely, it would still select that as the default.
And some of my colleagues and I actually met with a few people at Salesforce just discussing Nonprofit Cloud with them. And this was one of the items that we brought to them. Discussed with them as being something we would love to see changed. And it's really cool to see that they have now taken that feedback and they have made the update. And so now with this release, we'll be able to set a different value as being the default. And when you create a new program enrollment, it will use that default. All right. Now in outcome management It is now going to be a lot easier to enter multiple indicator results all at once.
So the page has been updated to include kind of a spreadsheet like format on the page. So that will really streamline the process for entering this information. And of course, that spreadsheet format can be customized to show exactly which specific information it is that you want to capture. So that's to help streamline that process for your users. Now this next one, I know Caitlin was very excited about. You are now going to be able to create fully customized and branded email templates that Salesforce will send to new users when you add them to Salesforce. So rather than just the basic bland default email message that Salesforce sends.
You can customize it to include your organization's branding. In order to match all of your other communications. And you can add more information to that email, like onboarding steps or resources. To get your staff up and running in Salesforce quickly. And then my last item that I wanted to talk about is another update for Flow that I'm very excited about. So Salesforce has added a new feature to ScreenFlows that allows you to show progress indicators on the screens. So you can identify which screens correspond to which steps in the path. And that just helps to communicate to your users their progress through the screen flow.
Providing guidance and aligning their expectations so that they know how far along they are and how much they can expect, how much longer they can expect it to take. And of course, this works both for internal screen flows and also if you were to embed a screen flow on an experience cloud site and you have external users filling out information. It'll work there just the same. So really nice way to share to be more communicative and transparent about your screen flows. And really improve your user's experience as they're filling out that information. Amazing. Thank you, guys. I want to take a second and just say thank you like a huge, huge shout out to Ian and Sandra, because I know it takes you guys a lot of time and effort just to sift through all these notes. So it's truly appreciated that you take this and present it in a way that's relatable and understandable. It's truly appreciated.
I want to open it up to questions from the audience. So feel free to put them in the Q&A. I am, while you guys are typing those, I'm going to read one that We answered on the back end just in case you guys missed it. So someone asked for the verifying email address update requirement. Is that per user or can the system admin do that for all users? If each user has to do this, are there directions already created? Sandra, you responded. I'll just read your response. And if you want to… build off of that, you can. But you said in most cases users verify their email address when completing the signup process. You can also initiate email verification for your users manually. And then you had a link to a Salesforce help document To initiate the email verification for users if they have an unverified email address.
Absolutely. And most users will already have this done. But if you are having problems and someone is telling you that they can't send any email from Salesforce. It could be that they're not they don't have the validated or verified email address. And just to add on to that as well. Last… release, if I remember right. Salesforce updated it so that, and this is a setting you have to update in setup but you can they're is now a new view that you can have for your user list view. And that modernizes that list view and allows you to, it's just nicer to be able to add which columns you want. And with this release, one of the additions that they made to that is being able to add a column for whether or not a user has verified their email address.
So you can add that to that list view and then you can see really easily, do I have any users who haven't yet verified their emails. Great. I'm not seeing any other questions come in, but I will give you guys a little bit more time and do a shameless, not so shameless plug. I saw that both Ian and Sandra mentioned AI and agent force and If you're anywhere on the internet, you're probably seeing it everywhere. I know Salesforce is talking about it a lot. I wanted to plug that tomorrow, let me verify the time. Tomorrow we are hosting a webinar that specifically discusses AI and agent force use cases. For education institutions. So that is going to be tomorrow at 1030 Central Time, 1130 Eastern time. If you're interested in registering for that, it is out on our website.
So feel free to register for that. Even if you can't make it, registering will get you on the list to get the recording of that webinar. So there's a lot of really great information. And then we're also planning to do a similar webinar In the very near future, specific to nonprofit organizations and how they can leverage AI. If you're in the nonprofit space, keep your eyes open for that because it will be Coming shortly. All right. I'm not seeing any other questions come in. So I'm going to go ahead and wrap. Like I said, we will be sending out the recording of this webinar. So if you do have any follow-up questions, feel free to just respond to the email that you received with the recording. We do monitor that for any questions and We'll most likely forward it to one of our two experts here so that they can answer it for you guys. But I truly appreciate you joining today. I hope this was really helpful and useful information and we will catch you on the next webinar. Thanks.
Transcript generated automatically from the session captions and may contain minor errors.
Want help putting this into practice?
Tell us what you're trying to accomplish with Salesforce. A real architect will reply within 1–2 business days.
Talk to a Redpath Architect