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How to Prepare Yourself and Your Org for a Salesforce
Release
Ted Hazard
Salesforce Solution Consultant & Administrator
thazard@unum.com
@hazardme
Ted Hazard
Salesforce Solution Consultant & Admin
Maine User Group Co-Leader
Certified Admin, Developer, and
Sales 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 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
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
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
thank y u

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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
  • 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
  • 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