Release Ready?

As we know Spring 23' Release is among us.

Preparing for Salesforce updates and releases is an essential task to ensure that the system runs smoothly and that there are no disruptions to business operations.

After some research, here are some tips and tricks I've gathered to help you prepare for Salesforce updates and releases:

1. Stay Informed: Salesforce releases three updates annually, so it's essential to stay informed about upcoming updates. Check the release notes and Salesforce Trust Status page for announcements, known issues, or critical updates.
2. Create a Sandbox: Before the update or release, create a sandbox and test any customizations or configurations to ensure that they are compatible with the new version. Sandbox helps ensure no issues with the updated version before applying it to the production environment.
3. Communicate with Your Team: Communicate with your team and stakeholders about the upcoming changes and the potential impact they may have on business operations. Schedule a meeting to discuss the update and how it will affect your organization.
4. Train Your Users: Ensure that your users are trained on the new features and changes in the updated version. Provide training materials and resources to help them adapt to the new system.
5. Backup Your Data: Take a backup of all the data and configurations before updating the Salesforce platform. This is a precautionary measure to ensure that you can recover any data or configurations if something goes wrong during the update.
6. Test and Deploy: After testing in the sandbox environment, deploy the update to the production environment. Ensure that all the customizations and configurations are working correctly.
7. Monitor and Optimize: Monitor the system after the update and optimize the system performance as necessary. Keep an eye on the system logs, user feedback, and system performance to ensure that everything is working correctly.

By following these tips and tricks, you can ensure that your Salesforce update or release goes smoothly, with no disruptions to your business operations.

What do you do to prepare for a Salesforce release?