Unlocking Efficient Grantmaking: Key Enhancements in Salesforce Spring '25 Release
“With every release, we do the research and distill the key updates so you don’t have to. Our focus on grantmaking ensures you can save time, stay ahead, and get the most value from Salesforce—helping you drive even greater impact. We love seeing our customers get even more value from Salesforce.”
- Denise Carbone, Delivery Director - ImagineCRM
As we step into the Salesforce Spring '25 release, grantmaking organizations have much to look forward to. Salesforce continues to refine its offerings, streamlining the grant application and review process to ensure more efficient workflows for both grant managers and reviewers.
Spring ‘25 includes two release highlights that impact the Grantmaking space:
Batch Assign Reviews of Grant Applications
Streamline Grantmaking Processes with Stage Management
“Every release we gather all the inights to help our customers get the best from Salesforce to create even more value for our customers, focusing in on the grantmaking aspects.”
Batch Assignment for Increased Efficiency
Assigning multiple applications to reviewers has traditionally been a time-consuming, manual task. With the Spring ‘25 release, grant managers can now use automated flows to assign applications in bulk, ensuring seamless access to related records. This enhancement:
Reduces manual effort and administrative overhead
Improves consistency and compliance
Enhances the user experience for grant managers and reviewers
Speeds up the review process, helping grant programs stay on schedule and maximize impact
This highly requested feature originated from the Salesforce Nonprofit community and was championed through the IdeaExchange. Now, it’s a reality—saving time and energy through Flow automation!
These templates provide a strong starting point while allowing for customization to fit unique organizational workflows.
Streamlining Grantmaking with Stage Management
The Stage Management feature in Spring '25 is a game-changer for grantmakers, providing:
Greater accuracy and efficiency in managing applications
Automation of repetitive tasks, reducing human error
Clear workflows with structured entry and exit criteria, ensuring regulatory compliance
Enhanced transparency, making it easier to track progress and ensure fair, efficient grant distribution
With Stage Management, grantmakers can enforce structured workflows across the entire grant lifecycle, guiding applicants, reviewers, and recipients through clearly defined stages. This feature can be enabled and configured beginning February 17, 2025.
What This Means for Grantmakers
The enhancements in Salesforce Spring '25 empower grantmaking organizations to:
✅ Save time by automating manual processes and batch-assigning applications
✅ Improve collaboration with structured review workspaces and easy access to related records
✅ Enhance decision-making with streamlined workflows and readily available data
As the grantmaking landscape evolves, having a system that supports efficiency and transparency is critical. With these new features, Salesforce continues to be a powerful ally for organizations looking to optimize their grant review processes and maximize their impact.
Additional Updates: Navigating Salesforce Releases
Beyond the new features, there are exciting updates on how Salesforce professionals receive and engage with release information:
"Ask AgentForce" Feature: Look for "Ask AgentForce" in the bottom right corner of the Help & Training, Release Notes, and Trailhead sections for quick insights.
New Release Readiness Live Format:
Spring ‘25 episodes will be available on demand the week after TDX on Salesforce+ (week of March 10th).
These episodes will highlight top Spring ‘25 features with product team demos and links to deeper resources.
Stay in the Loop!
Join the Trailblazer Community Group, Release Readiness to stay informed and connect with other professionals navigating the latest updates.
Are you ready to take advantage of these powerful enhancements? Connect with us to explore how Salesforce can be tailored to meet your grantmaking needs!
