In the ever-evolving world of business, staying ahead of the game is key. Salesforce releases provide businesses with the ammunition they need to keep pace with changing trends and remain at the forefront of their industry.
According to a report, businesses that implemented Salesforce saw an average return on investment (ROI) of 478% over a five-year period.
This blog post serves as a strategic roadmap, guiding businesses on how to navigate the complex terrain of Salesforce releases. It aims to provide insights into what to expect from releases, how they can impact customizations, and best practices for staying up-to-date and prepared.
Salesforce releases are significant events in the Salesforce ecosystem that provide new updates and improvements to the platform. From user interface enhancements to performance optimizations, each release introduces new capabilities and features that businesses can use to provide a frictionless experience to their end users.
Salesforce releases offer several benefits, including
Salesforce releases can include various types of updates, such as
These updates can affect different areas of the Salesforce platform, including the user interface, the backend logic, and the performance of the system.
It’s important to note that Salesforce releases can impact existing customizations, which can cause issues for businesses that rely heavily on Salesforce. These issues can range from minor inconveniences to significant disruptions to business operations. Therefore, it’s important to stay informed about upcoming releases and how they might affect your business.
In order to do so, businesses should make a concerted effort to regularly check the Release Updates section, review release notes, and test updates in a sandbox environment. By implementing best practices and staying engaged with the Salesforce community, businesses can ensure that they are ready for any changes or updates that come their way.
It’s worth noting that Salesforce releases updates three times a year. Before releasing the updates, Salesforce first deploys them on Sandbox environments. This allows for comprehensive testing of the new features, which is crucial to ensuring the update is stable and will not cause issues on Production.
This is a two-step process
This rigorous testing process enables businesses to test the updates in their own environments before rolling them out to their end-users, minimizing any potential risks of disruption to their business operations.
After a Salesforce release, organizations can experience a range of impacts depending on the nature of the changes made in the release. Some updates may be relatively minor or some can have a huge impact on an organization’s processes and workflows.
For example, an update that modifies an existing feature or adds a new one may require updates to customizations or integrations that rely on that feature. This can result in additional development work, testing, and deployment efforts, which may require additional resources and time.
That’s why it’s essential for organizations to carefully assess the potential impact of the new release and plan accordingly. Let’s check out some of the major impacts
When Salesforce releases updates, changes to the visual layout and design of the UI can be expected to be modified such as changes to “Page Layouts,” “Record Detail Pages,” “List Views,” or “Dashboard Layouts”. This can affect the way users interact with the platform and require them to adapt to new navigation patterns and visual elements.
As a result, the overall user experience of the platform can be impacted, including factors such as usability, accessibility, and responsiveness. Therefore, It’s crucial to provide users with clear communication about changes to the platform and provide appropriate training to ensure a smooth transition.
Salesforce releases may introduce new features or bug fixes that can affect the functionality of the platform. These changes can impact standard objects, fields, automation, or integrations, requiring adjustments to existing processes or configurations. To mitigate any potential disruptions, organizations should assess the impact of these changes and plan accordingly.
Customization and Integrations
Salesforce releases can introduce changes to the Salesforce API used for integration. Custom integrations that rely on specific API functionality may need to be updated to align with the changes made in the release. Therefore, organizations must thoroughly test integrations to ensure their continued proper functioning after updates.
Licensing and Pricing
Salesforce releases may also impact licensing and pricing of the platform. This can include changes to the features and functionality included in different license types, as well as changes in the pricing structure. Organizations may need to reassess their Salesforce licensing and pricing to ensure it still meets their needs and budget.
Reporting and Analytics
Reporting functionality, such as adding new report types, modifying existing reports, or changing filters and conditions can be modified due to the release. These changes can impact the structure and functionality of reports and may require users to adjust how they filter and segment data. To ensure smooth adoption, organizations should communicate any changes to reporting functionality and provide training and support to users.
Salesforce Data Loader may be impacted by modifications introduced in Salesforce releases, which can influence the way data is extracted, transformed, and loaded into the Salesforce platform. This can also impact the organization’s security posture and may require changes in the security settings or configurations to ensure data protection and compliance.
Changes to the Salesforce platform can also impact user adoption and engagement. Users may struggle to adjust to new features, functionalities, or user interfaces, leading to lower adoption rates and productivity. It’s essential to provide sufficient training to help users adapt to any changes and encourage user feedback to identify any areas where further support may be necessary.
Salesforce for Outlook, a popular integration tool used by organizations to sync contacts, messages, events, and tasks between Salesforce and Microsoft Outlook, is set to retire in June 2024. This means that after the retirement date, Salesforce will no longer be syncing any data with Outlook.
For admin users, this also means losing access to Salesforce for Outlook features, which could impact their day-to-day workflows and productivity. It can result in duplicate efforts and inconsistencies in data, causing confusion and inefficiencies.
Without a reliable tool for syncing data between Salesforce and Outlook, organizations may face challenges in keeping their customer data up to date and maintaining a unified view of customer interactions.
To address this issue, organizations can start using the Outlook Integration and Einstein Activity Capture tools. These tools offer more advanced solutions than Salesforce for Outlook and can help bridge the gap in areas where Salesforce for Outlook falls short.
However, migrating to new tools can also come with its own set of challenges, including data migration, staff training, and potential disruptions to workflows. It’s essential for organizations to plan and prepare for the transition well in advance to ensure a smooth migration process and minimize any potential negative impacts on their operations.
How Unthinkable Can Help You Implement New Salesforce Updates?
There are certain key steps that our dedicated teams adhere to ensure the successful implementation of the new Salesforce release in your organization. So let’s dive into it
A. Feature list
When a new Salesforce release is on the horizon, it’s essential for organizations to start planning ahead. So, after receiving the release notes, the first step we do is to generate a feature list Here’s how we proceed:
B. Impact Analysis
With every new Salesforce release, it’s important to assess the impact it could have on your organization’s existing customizations and integrations. Here are the key steps that we follow:
When preparing for a new Salesforce release, it’s pivotal to check the feasibility of the release to ensure that it’s compatible with your organization’s systems and processes. This involves several steps:
With each new Salesforce release, comes a plethora of new features and functionalities that can help take your organization to the next level. However, implementing these updates can be a daunting task. That’s why it’s crucial to follow a systematic approach to ensure a smooth transition.
So, don’t let the latest Salesforce release catch you off guard. Trust our experienced team to ensure a seamless upgrade for your org. Book a free consultation with us now!
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