5 Steps for Salesforce Admins To Manage Critical Updates and Alerts
- Step 1. Identify in Advance. Identify Critical Updates well before they expire, so that you have time to deal with them...
- Step 2. Evaluate the Risks. Read through the description to determine the impact for your system. Some are going to be...
- Step 3. Test for Use Cases. Ultimately you’ll need to test...
- From 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.
How do I uninstall Salesforce?
- Click Continue.
- Select a reason for the integration uninstallation, then e nter Uninstall Salesforce in the text field.
- Click Uninstall Salesforce.
How to get the Salesforce free version?
To cover the Salesforce basics, go through the following Salesforce ‘trails’ (free training modules:
- Admin Beginner [ 1]
- Admin Intermediate [ 2]
- Developer Beginner [ 3]
How to check your Salesforce version?
Using Windows Command Prompt or Mac OS’ terminal and run nslookup
- Press and hold ‘Windows’ key on keyboard and press ‘R’ letter key
- Windows Run Dialog will open. Type ‘cmd’ and hit ‘Enter’
- Type ‘nslookup’ followed by ‘yourdomain.my.salesforce.com’ and hit ‘Enter’
- You will see your instance name below in the line which starts with ‘Name:xy1’ where ‘xy1’ will be your instance.
What is the outlook for Salesforce?
Salesforce Outlook Integration
- Users can now log Outlook emails to Salesforce as actual emails, no longer logging emails as tasks
- Customized Outlook integration panels can be made for different users. Admins can configure Lightning components to the panel and even download more components from the AppExchange.
- Users can draft Outlook emails using preconfigured Salesforce templates
Does Salesforce update automatically?
Yes, you read that right: upgrades are automatic! That means all customers run the same version of Salesforce, complete with all the latest features.
How often does Salesforce release updates?
three times per yearA 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.
Are Salesforce updates mandatory?
If you've ever wondered if it was necessary to review your Critical Updates, the answer is yes. It's a no-brainer that critical updates are critical to research and test because they are automatically applied by Salesforce.
How do Salesforce upgrades work?
Upgrades happen automatically on specific dates that are published up to a year in advance on the Salesforce Trust website. The first set of upgrades happens on sandbox instances 4-6 weeks before a release goes into production. To be ready for future releases, review the maintenance schedule.
How do I check for Salesforce updates?
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...
How do I keep up to date in Salesforce?
Here's two must-do's for staying up to date with the AppExchange: – Sign up for the AppExchange newsletter here: https://www.salesforce.com/form/appexchange/news.jsp. – Give yourself a weekly calendar reminder to review the applications posted on this page: https://appexchange.salesforce.com/new.
What are release updates in Salesforce?
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.
Where are critical updates in Salesforce?
To manage critical updates, from Setup, click Critical Updates. From this page, you can view the summary, status, and auto-activation date for any update that Salesforce has not permanently activated.
What does Critical Update mean?
Critical-update definition (computing, Windows) A broadly released fix for a specific problem that addresses a critical, non-security-related bug in computer software. noun.
How do I push a Salesforce upgrade?
To schedule a push upgrade interactively:Log in to your packaging org.From Setup, enter Packages in the Quick Find box, then select Packages.Select the name of the managed package to push.On the Package Detail page, select Versions and click Push Upgrades.Click Schedule Push Upgrade.More items...
How do I push an upgrade to a managed package in Salesforce?
Click the name of the managed package whose upgrade you want to push. On the package detail page, click the Versions tab, and then click Push Upgrades. Click Schedule Push Upgrades. Select a package version to push from the Patch Version dropdown list.
What is Sfdc release management?
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.
Why is Salesforce not rolling out updates?
But Salesforce hasn’t automatically rolled out the update because they believe it impacts how your system functions in a way that could require action from you first. Critical Updates have a title, a description, and a date on which they will automatically activate, and Security Alerts have even more information.
When will Salesforce release Summer 20?
NOTE: The Release Date for Summer ’20 was originally scheduled for June. Due to COVID-19 the release was delayed to a staggered roll-out culminating on July 17-18 (for the latest updates read more). As Salesforce admin, you should be receiving email notifications about Critical Updates and Security Alerts.
How does critical update affect a system?
The more complex your system is the more a Critical Update can affect it and the harder it will be to both detect a problem and determine its source. If you can identify the places where the impact will be felt, set aside time to enable it in a sandbox where you can make changes and test.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
How many snapshot reports are there?
Snapshot has two dozen reports that are hugely beneficial for corporate governance and security. All of these capabilities can be scheduled and automated. These reports will be the subject of a separate white paper, but here they are listed, below:
How many assets can be downloaded in a single API?
There is a limit of 10,000 assets that can be downloaded in a single Metadata API transaction. For smaller orgs and Developer Sandboxes, you may be able to simply download all the Metadata. For larger orgs, you will need a strategy to decide which assets to download and work with.
Can release manager use the same command line interface as developer?
The release manager can use the same command line interface that their developer uses to clone the project. The command line can be tested from the Update Project dialog. When you update a developer project, the files are downloaded from the repository (if any) and then harvested just like a regular snapshot.
Can metadata be moved into a sandbox?
Metadata assets can be moved into a partial or full Sandbox, and after quality assurance and user acceptance testing, deployed into a production org. As part of the migration process, Snapshot provides two dozen security and compliance reports that help you analyze metadata structure, data usage, and account security.
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.
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.
