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The Salesforce Summer ’24 release is fast approaching, bringing a slew of exciting new features and enhancements designed to streamline your experience and enhance your system’s functionality. Here’s your comprehensive guide to making the most of this update, with key dates and preparation tips to ensure a smooth transition.
Key Dates to Mark on Your Calendar
- April 16 – Be Release Ready: The journey begins on April 16 with informative blog posts designed to familiarize you with the new features tailored for admins. These posts will cover the Summer ’24 flow enhancements, Public Group Summary, and User Access Summary.
- April 18 – Registration for Early Access Organizations: Enroll in an early access Developer Edition environment to personally explore the upcoming features at your convenience. This opportunity particularly benefits individuals eager to experiment with the functionalities before their official release.
- April 24 – Publication of Release Notes: Explore the details when the Release Notes become available. These documents are crucial for comprehending the comprehensive modifications and newly introduced features.
- May 9 – Sandbox Refresh Deadline: Refresh your sandbox by this date. It’s crucial for testing how the new features will interact with your custom setups.
- May 10 – Start of Sandbox Preview: Verify the upgrade schedule for your sandbox instance via Salesforce Trust. This period allows for testing new features in relation to your settings without impacting your operational environment.
- May 17, June 7, and June 14 – Main Release Rollouts: These are when the new features will go live across various Salesforce instances. Check the Salesforce Maintenance Calendar to determine when your instance will be updated.
- May 29-31 – Live Release Preparedness: Participate in live demonstrations and discussions with product managers about the key features, enhancing your understanding of their impact.
Also Read – Latest Salesforce News and Updates 2024
How to Prepare for the Summer ’24 Release
- Understand the Impact on Org Health: Ensure you have visibility into your system’s code quality and overall health. This insight is crucial for assessing the potential impact of the new updates.
- Enable and Test Release Updates in Sandbox: Always enable new features in a sandbox environment first to mitigate risks. This allows you to test impacts and make necessary adjustments in a controlled setting.
- Adjust to New Security Measures: One such update is the “Allow Only Trusted Cross-Org Redirections,” which necessitates adding URLs to the “Trusted URLs for Redirects” allowlist and ensuring all redirections are secure and compliant.
- Implement Email and SSO Updates: Updates like “Enable EmailSimple Invocable Action to Respect Organization-Wide Profile Settings” and migrating to a “Multiple-Configuration SAML Framework” will require changes to your email handling and single sign-on configurations.
Practical Steps for Seamless Transition
As the Salesforce Summer ’24 release rolls out, ensuring your transition is as smooth as possible is crucial. Here are essential steps to prepare:
- Exploring Pre-Release Org: Start by enrolling in a pre-release Developer Edition environment from April 18. This standalone environment is packed with all the upcoming features, allowing you to experiment and understand the new functionalities without affecting your live setup.
- Sandbox Preparation: Utilize the Salesforce Sandbox Preview Guide to plan your sandbox updates. Before the sandbox preview begins on May 10, decide whether to stay on the non-preview instance or move to a preview instance. Refresh your sandbox by May 9 to include all necessary features for testing.
- Testing New Features: Use the sandbox to test the new features thoroughly. Check how they interact with your existing customizations and workflows. Use this opportunity to spot any potential issues and address them ahead of time.
- Final Checks Before Rollout: As your Salesforce instance approaches its upgrade window on May 17, June 7, or June 14, perform final checks and ensure that all systems and processes operate smoothly with the new release.
Leveraging Community Support and Resources
The Salesforce community is a vibrant ecosystem rich with resources and experts eager to share their knowledge and experiences:
- Join the Trailblazer Community Group: The Release Readiness Trailblazer Community Group is an excellent place for real-time updates and insights. Here, you can discuss the release with peers, ask questions, and share tips and tricks.
- Engage with Community Content: Read blogs and articles published by community members. These resources often provide valuable breakdowns of complex features and offer practical advice on tackling the challenges posed by new updates.
- Participate in Release Readiness Live: Scheduled from May 29-31, this event is your opportunity to hear directly from product managers about the most impactful features of the Summer ’24 release. It includes live demos and interactive Q&A sessions, making it a not-to-miss event for anyone looking to make the most of the new release.
- Stay Informed Through Newsletters: Subscribe to newsletters that focus on Salesforce releases. These can be a convenient way to receive curated content and important reminders directly in your inbox.
Conclusion
The Salesforce Summer ’24 release is packed with features designed to enhance your platform’s efficiency and security. You can ensure that your Salesforce environment meets and exceeds expectations by staying informed through release notes, preparing your sandbox for previews, and actively engaging in community discussions. Register now!
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