When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused on Core.
The Summer ’25 release continues that trajectory. No, it’s not a massive overhaul. But it does deliver meaningful enhancements that move FSC forward. If your teams are thinking about flexibility, automation, or AI-readiness, there’s real value to unlock here.
Here’s what’s worth your attention:
1. Salesforce Go is now generally available
Admins finally get a centralized place to explore and activate FSC features. Salesforce Go streamlines the setup experience by bringing configuration, permission assignments, and feature usage into a single workspace. For institutions managing complex orgs or experimenting with Core, this could significantly reduce setup friction.
2. Real-time refresh improves the advisor experience
One of the quiet wins in this release is continued investment in real-time data refresh for client and household records. It means fewer delays, more accurate views, and stronger client conversations. If you’ve dealt with batch update lag — especially in relationship-heavy teams — this is a subtle but impactful improvement.
3. Financial Plans and Goals become standard objects
Salesforce continues to decouple FSC functionality from the managed package. With Financial Plans and Goals now available as standard objects, institutions gain architectural flexibility and a cleaner path to Core. If you’re evaluating a future migration, this is the kind of groundwork that makes a phased transition possible.
4. Cross-object field history tracking is now generally available
Tracking changes across related records is now much easier, and that’s a big deal for audit-heavy orgs. Compliance teams no longer need to stitch together change history through workarounds. It’s a quiet win, but one that will pay dividends in regulated environments.
5. Policy cancellation gets a low-code upgrade
Insurers will appreciate the new prebuilt Omniscript for policy cancellations. It guides users through the cancellation process step by step, reducing errors and improving service times. This is a great example of where Salesforce’s low-code strategy is making everyday processes smoother.
6. Agentforce gets smarter — and easier to track
Flex Credit tracking is now more transparent thanks to the Digital Wallet, which gives granular insights into AI usage. That means teams can better align value to spend as they scale generative and predictive AI. Whether you’re just getting started with Agentforce or already expanding your use cases, this helps you stay in control.
7. Data Cloud + FSC integration is getting sharper
Data Cloud continues to gain traction, and now FSC users can tap into Equifax consumer credit data directly within the platform. For lenders and credit-focused institutions, this type of enrichment can dramatically improve onboarding and risk evaluation workflows.
And one more thing… Agentforce AI isn’t just showing up — it’s showing off.
The AI wave is accelerating, and Agentforce is leading from the front with a powerful trifecta of intelligence: generative, predictive, and autonomous.
It’s generative, crafting emails, call summaries, and even Experience Cloud content in real time. It’s predictive, surfacing next-best actions and insights before you even think to ask. And it’s autonomous, taking initiative to trigger workflows, escalate service cases, or launch personalized campaigns — no prompt required.
Agentforce isn’t just assisting anymore; it’s collaborating, anticipating, and executing. It’s more than an assistant — it’s becoming a colleague. One that anticipates your needs, takes the busywork off your plate, and injects intelligence into every interaction. It’s here, it’s evolving fast, and it’s redefining what partnership with AI looks like.
The bottom line
Summer ’25 continues to push FSC and Agentforce in the right direction. The managed package is still available, and there’s no mandatory migration; however, every release brings more power to Core. If you’re not actively exploring these changes yet, now’s a good time to start.
Test what’s new in a sandbox. Map out your dependencies. Think about where automation and AI could simplify your processes. And if you’re not sure where to begin?
As always, Atrium’s financial services experts are here to help you evaluate, adopt, and optimize what’s next — so your teams can get more done, faster.
