5 Sales Cloud Updates from the Spring ’25 Release

Agentforce Sales Coach  

Agentforce Sales Coach provides personalized coaching to train and improve salespeople’s ability to handle challenging conversations, helping them develop and perform better. Agentforce Sales Coach analyzes sales pitches and role-playing sessions to provide tailored feedback using AI combined with your CRM data. This way, salespeople can get the support they need to close deals more effectively. 

Einstein Conversation Insights

Users of Einstein Conversation Insights (ECI) can upload recorded meetings to ECI to identify coaching opportunities. ECI does not record your calls. You connect it to your recording system, such as Sales Dialer, Service Cloud Voice, or other supported partner solutions.

Please note that it is your responsibility to obtain consent and comply with applicable laws regarding the recording and use of calls.

Generative AI features such as Call Summaries, Call Explorer, and Generative Conversation Insights are now available in Swedish.

Coachable moments from recorded video calls.

Analyze key meetings recorded by a third-party platform using Einstein Conversation Insights. Upload video call recordings in MP4 format that are less than 2 GB in size to gain insights, access transcripts, and identify coaching opportunities from the meeting to continuously improve your sales calls.

Account Plan Objectives 

Get a clearer overview of how your team is working toward the goals set in your sales plan. Define objects, fields, records, and specific criteria in Salesforce to help ensure long-term growth for your customers, and choose which factors to track.  

For example, define a specific group of strategic business opportunities that, when closed, are automatically counted toward set goals. This reduces administrative work and simplifies and streamlines the process of tracking goals. 

Sales Action Plans

Sales action plans have been updated in Spring 25 and provide greater transparency by assigning responsibilities and coordinating key activities for members of your sales team. Create sales action plans that define tasks and events critical to your strategic goals. For maximum impact, you can link sales action plans to account plans and track your goal achievement for each account.

White Space: Identifying Opportunities for Up-Selling

Spring 25 provides the “Account Plan Whitespace Map” feature, which can be used to more easily identify potential opportunities for upselling or cross-selling. Plan strategically for your next deal by analyzing top-selling products and filtering them by amount, number, or quantity to identify new business opportunities with existing customers.

The "Account Plan Whitespace Map" component appears automatically on the default account plan layout.

Would you like to know how these improvements can benefit your organization? Don’t hesitate to contact us at Releye—we’ll help you implement Sales Cloud and optimize your sales process.