Simplify Public Sector Workflows with Salesforce Spring '25 Updates
Simplify Public Sector Workflows with Salesforce Spring '25 Updates
The Salesforce Spring '25 release brings powerful updates for public sector organizations, including faster document generation, AI-driven household insights, and streamlined grantmaking. New features like personalized care plans and unified voice routing enhance efficiency, engagement, and citizen service. These tools enable teams to deliver faster, more accurate, and impactful support to their communities.
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The Salesforce Spring '25 release has arrived, introducing powerful updates to enhance public sector workflows! At Inetum, we’re dedicated to driving digital transformation for our clients. We’ve highlighted the key enhancements—such as AI-driven tools, improved document generation, and streamlined grantmaking. Let’s dive into our favorite features and how they can elevate your public sector operations.
1. Faster, More Flexible Document Generation
OmniStudio Document Generation 2.0 offers enhanced speed and flexibility for public sector workflows. With higher batch limits, custom fonts, and a document previewer, this update enables teams to create documents more efficiently and accurately. Whether managing applications, approvals, or citizen communications, it helps reduce processing times and improve overall workflows.
This upgrade is expected to be seamless, with minimal regression impact and the added benefit of improved performance in client-side PDF generation as the process transitions to server-side.
This update is especially useful for handling large volumes of documents, making it easier to manage peak demand.
Pro Tip: Transition to OmniStudio Document Generation 2.0 before the retirement of Document Generation 1.0 in July 2025. Use the preview tool to refine templates during high-demand periods.
2. AI-Powered Household Overviews for Caseworkers
Salesforce Generative AI introduces a new household overview feature, providing caseworkers with detailed insights into benefit applicants’ households. This tool streamlines eligibility assessments, allowing faster and more accurate decisions. It also includes automated energy savings calculations for Clean Energy Programs, aligning citizen support with sustainability goals.
By simplifying data collection and decision-making, caseworkers can prioritize high-demand cases and ensure faster, more equitable approvals.
Pro Tip: Use this feature alongside Energy Cloud insights to improve decision-making and resource allocation for citizens in need.
3. Supercharge Grantmaking with Stage Management
Stage Management automates key tasks in grantmaking, ensuring compliance and improving efficiency. Grant managers can now assign reviews in bulk, reducing manual work and enabling them to focus on high-priority tasks. By defining each stage of the grantmaking process, this feature provides better control and faster progress.
With automated workflows and progress tracking, Stage Management streamlines grant operations and ensures timely execution.
Pro Tip: Take advantage of automated workflows to track multiple grants, ensuring all stages are completed on time and deadlines are met.
4. Empower Public Sector Employees with Personalized Care Plans
Spring '25 introduces personalized care plans, a powerful tool for public sector organizations. Agencies can create and assign tailored care plans focused on individual growth and well-being. By setting customizable goals and aligning benefits with employee needs, organizations can foster a supportive work environment that helps employees thrive.
This targeted approach enhances employee engagement, boosts morale, and supports professional development, making it invaluable for talent retention and workforce motivation.
Pro Tip: Leverage personalized care plans during onboarding to set employees up for success or integrate them into professional development programs for ongoing growth and engagement.
5. Unified Voice Routing for Seamless Citizen Interaction (Beta)
Unified Voice Routing simplifies citizen interactions by consolidating all communication channels in Salesforce. By routing voice calls based on skills or specific representatives, public sector teams can connect citizens to the right resources quickly and efficiently, reducing wait times and improving overall service delivery.
This release also introduces the Reassign button, which enables the transfer of work to different queues, service representatives, AI agents, skills, or Omni-Channel flows. Upon reassignment, Omni-Channel automatically routes the work to the designated destination.
Pro Tip: Combine Unified Voice Routing with Amazon Connect to direct calls to the most qualified representatives, ensuring faster and more effective resolutions.
Conclusion
With these Spring '25 updates, public sector organizations can enhance workflows and deliver faster, more efficient services. From AI-driven household overviews to smarter grantmaking and unified communication, these features empower teams to better serve citizens while improving accuracy and efficiency.
At Inetum, we’re excited to help you leverage these new tools to streamline your operations and make a greater impact in your community. Want to learn more about these updates and how they can benefit your organization? Contact us today, and let’s explore how we can help you make a greater impact in your community!