Upgrading to Report Builder Spring 2025

This page describes the changes to make when upgrading to Spring 2025.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Spring 2025, see New Features and Enhancements in Report Builder Spring 2025.

Custom Real-Time Queries Enhancements

Creating Real-Time Configuration Bundles

Included in This Feature

This section details the items that have been added, updated, or deleted in this release.

Buttons Included in Spring 2025
Button Further Information
Bundle Real-Time Reporting

Upgrade Steps

To upgrade this feature to Spring 2025, take the following action.

This Feature Console feature step allows you to add the Report Builder Bundle button to your required list view to make use of the xRB Real-Time Bundles feature.

For each manual step, follow the instructions on screen and click Mark as Done when the step is complete. More information about performing the manual steps is provided below.

  1. In the App Launcher, search for and select the Feature Console tab.

  2. In the Filters section, select Report Builder as the application.

  3. In the Features section, search for the Bundle button and use the Status slider to enable the feature.

For more information, see the Salesforce help.

Real-Time Updates for Modified Records

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2025.