The Salesforce Summer ’25 release brings major updates to Agentforce, Salesforce’s digital labor force that enhances productivity and reduces manual workloads across sales, service, and field service operations. With the introduction of new AI capabilities and automation features, Agentforce continues to improve its ability to handle complex tasks and empower teams across various Salesforce clouds. Here’s a closer look at the two most impactful Agentforce features in this release:
1. Agentforce for Field Service
Proactive Scheduling and Context-Awareness: Agentforce is bringing innovative features to Field Service teams. Dispatchers can now streamline appointment rebooking from the console or via natural language conversations with the AI agent, which then contacts the customer to coordinate. Agentforce can also autonomously schedule maintenance appointments by proactively contacting customers using the Maintenance Plans object. Furthermore, Agentforce is now more intuitive as it takes action based on the record you are viewing, understanding context without needing explicit record IDs. These features are available later in Summer ’25.
2. Agentforce Quote Management in Revenue Cloud
To help sales teams close deals faster, Agentforce Quote Management is introduced in Revenue Cloud. This feature allows sales reps to conversationally create, update, and manage quotes. Sales reps can use natural language prompts, such as “Create a quote for the Acme account” or “Add 10 widgets to the Acme quote,” shifting their focus from administrative tasks to customer engagement. This feature is available later in Summer ’25.
These Agentforce releases demonstrate the platform’s increasing ability to handle complex tasks autonomously and assist users through natural language interaction, significantly impacting efficiency in Field Service and Sales/Revenue workflows. The Agentforce updates make the Summer ’25 release a milestone for Salesforce, driving innovation and efficiency across a variety of industries. Explore the full release notes to see how these updates can benefit your organization and help you stay ahead in an increasingly competitive landscape.
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Delivery Manager
Mike Hoal brings over five years of Salesforce project management experience. He holds PMP, SAFe, Lean Six Sigma Black Belt, and multiple Salesforce certifications, including Administrator, AI Associate, Business Analyst, and Pardot Specialist. His expertise spans Agile methodologies, stakeholder management, and optimizing Salesforce implementations for measurable results. Before joining us, Mike co-founded and led CloudTegic as CEO and Salesforce Practice Lead, focusing on growth and client engagement. He also served as Director of Operations at RoyCon and Engagement Manager at OpMentors, managing complex Salesforce and FinancialForce projects. Earlier roles include Tacoma Public Schools, Saint Martin’s University, and Vets2PM. Mike’s project management skills and Salesforce knowledge help him exceed client expectations and drive results across industries.
