{"id":19000,"date":"2025-07-28T19:13:25","date_gmt":"2025-07-28T19:13:25","guid":{"rendered":"https:\/\/teamheller.com\/?p=19000"},"modified":"2025-11-13T21:06:19","modified_gmt":"2025-11-13T21:06:19","slug":"salesforce-updates-spring-summer-2025","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/salesforce-updates-spring-summer-2025","title":{"rendered":"What&#8217;s new in Salesforce and Ascend: Summer 2025"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19000\" class=\"elementor elementor-19000\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-615d9730 e-flex e-con-boxed e-con e-parent\" data-id=\"615d9730\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-12caaf58 elementor-widget elementor-widget-text-editor\" data-id=\"12caaf58\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>I wanted to share some highlights from the latest Salesforce and Ascend updates that I think nonprofit fundraising teams will really appreciate. Whether you&#8217;re deep in gift processing or just trying to make your dashboards behave, there\u2019s a lot to like in the Spring and Summer \u201925 releases.<\/p><h2>\ud83d\udd0d Salesforce core updates: cleaner, faster, smarter<\/h2><p>Let\u2019s start with Salesforce. Some of the changes in <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.salesforce_release_notes.htm&amp;language=en_US&amp;release=256&amp;type=5\">Salesforce&#8217;s summer 2025 release<\/a> are small but mighty:<\/p><ul><li><strong>Dashboard refresh<\/strong>: You can now <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.rn_analytics.htm&amp;language=en_US&amp;release=256&amp;type=5\">refresh individual dashboard components<\/a> without reloading the whole thing. Super handy when you\u2019re tracking campaign performance in real time.<\/li><li><strong>Permission set upgrades<\/strong>: The new UI makes it easier to manage access without relying on profiles. You can now filter, sort, and edit permissions directly from summaries. I\u2019ve already used this and it\u2019s a game-changer.<\/li><li><strong>Flow enhancements<\/strong>: You can now <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.rn_automate.htm&amp;language=en_US&amp;release=256&amp;type=5\">build flows<\/a> with progress bars, real-time validation, and even compose emails right in the flow. Plus, you can view different versions of a flow without leaving the builder. That\u2019s a big win for anyone who\u2019s ever had to dig through old versions.<\/li><\/ul><h2>\ud83e\uddf1 Kindsight ascend: Big wins in gift processing<\/h2><p>Now let\u2019s talk <a href=\"\/what-we-do\/implementation\/kindsight-ascend\">Ascend<\/a>. These updates are especially exciting for teams handling large gift volumes:<\/p><ul><li><strong>Bulk gift processing<\/strong>: The engine now handles over 1,000 related records in a single batch\u2014no more timeouts. That\u2019s huge for orgs importing data from platforms like GiveCampus or those running big campaigns.<\/li><li><strong>Real-time warnings<\/strong>: New alerts help prevent accidental deletions during corrections or adjustments.<\/li><li><strong>Unified Business Engine (UBE)<\/strong>: This backend upgrade clones records before applying corrections, which keeps your audit trail clean. A large health nonprofit is already exploring this to stabilize recurring gift adjustments. Just note\u2014it requires manual setup and once it\u2019s on, it\u2019s on.<\/li><\/ul><p>P.S. Kindsight acquired alumni fundraising product <a href=\"https:\/\/affinaquest.com\/\">Affinaquest<\/a> this month, and are working on a <a href=\"https:\/\/teamheller.com\/resources\/blog\/new-fundraising-platform-strengthens-kindsights-offer-to-nonprofits\">toolkit for nonprofit fundraising<\/a>. We are watching with interest for new capabilities for our clients.<\/p><h2>\ud83d\udca1 Prospect management &amp; asset tracking<\/h2><ul><li><strong>Editable price fields<\/strong>: Fundraisers can now update asset values (like naming opportunities) directly. No more locked formula fields. Just remember to manually update your page layouts to use the new field.<\/li><\/ul><h2>\ud83c\udf31 Nonprofit Cloud: More automation, less manual work<\/h2><p>Salesforce is also making strides in Nonprofit Cloud:<\/p><ul><li><strong>Grant disbursement scheduler<\/strong>: Automates funding disbursements using flow templates. Less manual work, fewer errors.<\/li><li><strong>Requirements wizard<\/strong>: Helps set up recurring grant requirements with just a couple of flows.<\/li><li><strong>Gift entry grid<\/strong>: This new grid UI lets you enter up to 100 gifts at once and supports CSV imports. If Salesforce nailed this, it could rival Raiser\u2019s Edge for batch entry. Fingers crossed.<\/li><li><strong>AI-powered prospect research<\/strong>: There\u2019s a new assistant that summarizes donor insights right from the record. Could save a lot of back-and-forth between fundraisers and researchers.<\/li><li><strong><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.rn_nonprofit_volunteer_management.htm&amp;release=256&amp;type=5\">Volunteer management<\/a> overhaul<\/strong>: A new data model supports roles, onboarding plans, and integrates with Experience Cloud. Great for scaling volunteer programs.<\/li><\/ul><p>That\u2019s the scoop! If you\u2019re working with high-volume gifts, managing grants, or just trying to make your team\u2019s life easier, these updates are worth a look. And if you\u2019re thinking about turning on UBE\u2014just be sure you\u2019re ready to commit.<\/p><p><a href=\"https:\/\/teamheller.com\/contact-us\">Let us know<\/a> if you want help figuring out what these changes mean for your org. We are always happy to dig in.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>I wanted to share some highlights from the latest Salesforce and Ascend updates that I think nonprofit fundraising teams will really appreciate. Whether you&#8217;re deep in gift processing or just trying to make your dashboards behave, there\u2019s a lot to like in the Spring and Summer \u201925 releases. \ud83d\udd0d Salesforce core updates: cleaner, faster, smarter [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":19001,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[119,866],"tags":[162,603,298,316,425,506,561,593,594,595,596,597,598,599,132,600,139,601,159,602],"ppma_author":[592],"class_list":["post-19000","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","category-kindsight","tag-nonprofit-cloud","tag-salesforce-flows","tag-data-management","tag-kindsight","tag-crm-for-nonprofits","tag-volunteer-management","tag-dashboards","tag-ascend","tag-gift-processing","tag-grant-management","tag-prospect-research","tag-automation","tag-unified-business-engine","tag-spring-2025-release","tag-nonprofit-technology","tag-summer-2025-release","tag-fundraising","tag-fundraising-tools","tag-salesforce","tag-ai-for-fundraising"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What&#039;s new in Salesforce and Ascend: Summer 2025 - Heller Consulting<\/title>\n<meta name=\"description\" content=\"We dig into the updates Salesforce is making to its platform in summer 2025, along with new capabilities from NPSP and Kindsight ascend.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/teamheller.com\/resources\/blog\/salesforce-updates-spring-summer-2025\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What&#039;s new in Salesforce and Ascend: Summer 2025\" \/>\n<meta property=\"og:description\" content=\"I wanted to share some highlights from the latest Salesforce and Ascend updates that I think nonprofit fundraising teams will really appreciate. 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