How to Prepare Yourself and Your Org for a Salesforce Release

Ted HazardSalesforce Solution Consultant & Administratorthazard@unum.com@hazardme

Ted HazardSalesforce Solution Consultant & AdminMaine User Group Co-LeaderCertified Admin, Developer, andSales Cloud Consultant

Have a Plan

Concentrate You Can Do This – Music Helps

Trust.Salesforce.com

Build Your Own Calendar

Start with Release Date and Plan Backwards

Placeholders

Don’t Forget to Communicate

S M T W Th F S1 2 3 4 5 6 7

Sandbox

8 9Notes

10 11 12FYI

13 14

15 16Testing

17 18 19 20Notes

21

22 23Blogs, etc…

24 25 26CFL or UG

27 28

29 30 31Internal Review

1 2 3Testing

4

5 6 7Remind

8 9Training

10 11Summer

12Clear

13 14 15 16 17 18

Release Notes

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

Delegate Community Blogs & Podcasts

Learn & Communicate

Tools to Organize

Evernote Trello

Feature Impact Edition Stay on Target

Focus

Test Known Issues Keep Learning

You’ve Got Issues! And So Do I

SandboxDeveloper

s 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

thank y u