How to Set Up a Salesforce Release Management Strategy.
- 1. Identify Goals and Analyze Current Processes. Taking the time to honestly assess your DevOps processes and procedures will highlight the areas that ...
- 2. Clearly Define Team Member Roles. Now that you have a better understanding of where you current Salesforce DevOps efforts stand, it’s time to put ...
- 3. Utilize Automation. Like almost every other aspect of your DevOps pipeline, automation is an essential aspect of streamlining your efforts. There ...
- 4. Stress the Importance of Testing. A major goal of Salesforce release management is to produce better products as quickly as possible. As we ...
How to get to know the Salesforce release process?
Get to Know the Salesforce Release Process 1 Learning Objectives. Describe when Salesforce releases new features and enhancements. ... 2 Catch the Release: It’s as Simple as 1-2-3. ... 3 Save the Dates! ... 4 Join the Community. ... 5 New Releases and Your Transition to Lightning Experience. ...
How can I prepare for the Salesforce R1 release?
If you aren’t an admin or want to ensure you receive marketing emails, visit the Salesforce Preference Center to sign up for these communications. In addition to email notifications, there are several resources to help you prepare for new and enhanced features. Two weeks before R1, release notes are posted on Salesforce Help.
What are Salesforce’s seasonal releases?
At Salesforce, we’re proud to deliver hundreds of innovative features to you three times a year during our seasonal releases: Spring, Summer, and Winter. With our multitenant, metadata-driven platform, we provide customers with seamless, automatic upgrades each release, delivered in real time, with no downtime.
What is release management automation in Salesforce?
If your Salesforce environment contains applications which utilize reference data, it is worth investing in a release management automation tool to help streamline your releases. 1. Planning your releases Planning your releases is the cornerstone of Release Management – and agile development overall.
How do I plan a Salesforce release?
But you want to make sure you're looking at how the people that build and deliver apps for your company work together, too....Learning ObjectivesIdentify how to align development teams.Develop a strategy for managing releases and new environments.Make a plan for managing source control.
What is a Salesforce release?
A Salesforce Release is how Salesforce delivers new features and functionality to our customers. They occur three times per year (Spring, Summer, and Winter timed with the northern hemisphere seasons), and new features are often based on input from the Trailblazer Community via a prioritization process.
What is release management in Salesforce?
Release management provides a framework to control when and where changes are promoted from one Salesforce organization to another. This builds on deployment management, which looks at how to move a change from one organization to another.
What is a release in trailhead?
Releases in myTrailhead A release contains the list of modules and trails that you publish at one time for a particular content collection. In a release, you can: Publish new content. Update existing content.
How do I release a Salesforce update?
Manage Release UpdatesFrom Setup, in the Quick Find box, enter Release Updates , and then select Release Updates.On the Release Updates page, select an update.Get quick information about an update without leaving the home page by clicking View Details. ... Click Get Started to act on your update.More items...
What is Salesforce next release?
Today, Salesforce announced that the Spring '22 Release preview is live and, for the first time, includes new innovations from Slack. The Spring '22 Release update will be generally available on February 14 and will include hundreds of new products and features.
What is the release artifact in Salesforce?
Track a Set of Changes All the Way to Production In change set development, the team's release artifact is a set of metadata changes, like a diff or delta, relative to what's in the production org. What gets released is only metadata that has been added or changed—if it doesn't change, it's not in the release.
What are the steps of a release management process?
While release management processes may vary and should be customized for each organization, there are five primary steps to release management.Plan release. ... Build release. ... User acceptance testing. ... Prepare release. ... Deploy release.
What is a release management process?
Release management refers to the process of planning, designing, scheduling, testing, deploying, and controlling software releases. It ensures that release teams efficiently deliver the applications and upgrades required by the business while maintaining the integrity of the existing production environment.
How many release does Salesforce have in a year?
three majorSalesforce has three major releases per year—and for 2021, here are those key dates: November 5, 2020: Winter '21 Release. March 9, 2021: Spring '21 Release. July 13, 2021: Summer '21 Release.
How do I find my Salesforce release schedule?
If you already know the instance your production Org is located on, you can head over to Salesforce Trust, click on your instance name, and hit “Maintenance”. This will show you the date of the Salesforce Summer '22 release hitting your Org.
What is a Salesforce update?
Salesforce periodically releases updates that improve the performance, security, logic, and usability of your Salesforce org, but that can affect your existing customizations. When these updates become available, Salesforce shows them in the Release Updates node in Setup.
How long before a release is available in your org?
About 1 month before the release goes live in your org, you can sign up for a pre-release org. Around 3 weeks away, you’ll see the Sandbox preview and be able to earn the release badge on Trailhead. Around 2 weeks out is when you can watch our panel of #AwesomeAdmin experts and product managers on Release Readiness Live.
What is beta in Salesforce?
BETA – This phase involves rolling a feature out publicly for testing. BETA features are normally given limited Support as they are not yet fully functional or finished features. Generally Available (GA) – Once a feature has passed the Pilot and BETA testing phases, it will be formally included in a Salesforce Release.
Prepare for Marketing Cloud Releases
Now that you know the release schedule and lifecycle, how can you prepare for a Marketing Cloud release? There are four steps to get release-ready:
Get Release Notifications
Since the release schedule is shared in advance, it’s a good idea to plan ahead for future releases and create reminder events in your work calendar. We also recommend joining the Release Readiness Trailblazers Community group, where you can find all the latest resources about our upcoming releases.
Review Marketing Cloud Release Information
In addition to email notifications, there are several resources to help you prepare for new and enhanced features.
Determine the Impact
Once you’ve read the release notes, it’s helpful to determine what the release means for your account. Ask yourself these questions to help you zero in on what’s most important.
Share Release Details
Once you’ve identified how the release will affect your account, determine who should communicate any necessary release details. Some releases have little impact on your account, while others have a larger impact. Either way, it’s a great idea to have a communication strategy to enable your team on the upcoming changes.
Release Ready
Great job getting to know the Marketing Cloud release process and resources. To recap, before the next release:
How often does Salesforce release major releases?
Major releases are typically delivered once a quarter (Salesforce does it three times a year). Release on a consistent schedule. Aim to release at regular intervals and on a given day of the week. For example, maybe minor releases occur at 8 PM eastern time on the first Tuesday of every month.
What is minor release?
Minor. Changes with limited impact, such as a new workflow rule or trigger impacting a single business process. These releases typically require testing, but only limited training and change management. Typically, a team delivers the changes for a minor release within a few weeks.
Can a release contain multiple projects?
All Together Now! Your release can contain multiple projects, and each project can be developed and tested in separate environments. But before the build step, you migrate all of the changes from every project to the same environment for integration.
How to transition to Lightning?
New Releases and Your Transition to Lightning Experience 1 Visit the Journey to Lightning Experience Learning Map to get the resources you need for each stage of your transition. 2 Check out the Lightning Experience Roadmap to see what’s coming (and what’s already delivered, which might surprise you!). 3 Join the Lightning Now Community to ask questions, get guidance, and connect with other customers and experts. 4 Use the Transition Assistant located in Setup (1) to guide you through the process, starting with the Discover Phase (2).
Can you talk about new releases without talking about Lightning Experience?
We can’t talk about new releases without talking about Lightning Experience, which is where all the innovation happens. If you are already using Lightning Experience, you are all set to make full use of new Lightning Experience-only features.
How do you enable your stakeholders during release time?
Rakesh: We use the Release Website to filter and identify new features for each cloud. I also watch Release Readiness Live videos, where the product managers each explain the latest features and provide demos on how they work. Those are really helpful.
How do you get ready to implement new features?
Jennifer: I read through the pre-release notes. I pick out the highlights my team will be interested in and go into the pre-release org to test things out. This way, I can play around with the features to better understand them. The Release in a Box gives me even more insights on new features once I know what I’m interested in.
How do you navigate challenges at release time?
Raymond: The Release Highlights Trail on Trailhead gives us a way to learn about features changes and updates in a quick and easy way.
How have new features helped you become more successful?
Harry: One of the great things about being a partner, is we get to work with every single product area. So many features are completely new functionalities and our customers are ready and waiting for these types of features to up their game.
Takeaways
Carlos: Get your team engaged in new feature tests early. Allow admins to get comfortable with new features as early as possible, and train end-users to use the feature so when the feature goes live they are ready and comfortable using it.
