How to Prepare Yourself and Your Org for a Salesforce Release by Ted Hazard
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This document provides tips for preparing for a Salesforce release, including having a plan, reviewing release notes, focusing testing efforts, and continuing to learn after the release. It recommends starting with the release date and planning backwards, placing placeholders in a calendar for sandbox testing, training, and internal reviews. It also suggests categorizing sections of the release notes as "must read", "will read", and "would like to read" and delegating blogs and podcasts to stay on top of changes.
How to Prepare Yourself and Your Org for a Salesforce Release by Ted Hazard
- 1. How to Prepare Yourself and Your Org for a Salesforce Release Ted Hazard Salesforce Solution Consultant & Administrator thazard@unum.com @hazardme
- 2. Ted Hazard Salesforce Solution Consultant & Admin Maine User Group Co-Leader Certified Admin, Developer, and Sales Cloud Consultant
- 3. Have a Plan
- 4. Concentrate You Can Do This – Music Helps
- 6. Build Your Own Calendar Start with Release Date and Plan Backwards Placeholders Don’t Forget to Communicate S M T W Th F S 1 2 3 4 5 6 7 Sandbox 8 9 Notes 10 11 12 FYI 13 14 15 16 Testing 17 18 19 20 Notes 21 22 23 Blogs, etc… 24 25 26 CFL or UG 27 28 29 30 31 Internal Review 1 2 3 Testing 4 5 6 7 Remind 8 9 Training 10 11 Summer 12 Clear 13 14 15 16 17 18
- 8. Release Notes Review There’s More! • Data.com • Customization • Security & Identity • Deployment • Development • Marketing • General Enhancements • Critical Updates • Doc Content • Other Salesforce Products Must Read • Sales • Service • Customization • Analytics • General Enhancements • Critical Updates • Chatter Will Read • Mobile • Files • Search • Security & Identity • Deployment • Development Would Like to Read • Lightning Experience • Financial Services Cloud • Communities Won’t Read • Doc Content • Other Salesforce Products • Health Cloud • Data.com • Marketing Note Sections • Lightning Experience • Financial Services Cloud • Health Cloud • Sales • Analytics • Service • Mobile • Communities • Chatter • Files • Search
- 9. Delegate Community Blogs & Podcasts Learn & Communicate
- 10. Tools to Organize Evernote Trello
- 11. Feature Impact Edition Stay on Target Focus
- 12. Test Known Issues Keep Learning You’ve Got Issues! And So Do I Sandbox Developers Test Code Release Weekend Activate Slowly Known Issues Site Report Your Issues Trailhead Module Certification Quiz Customer For Life Release Readiness Retrospective Blogs and Podcasts User Groups
- 13. thank y u