Salesforce’s products are constantly evolving. Unlike the depreciation of your car when you leave the lot and put on more miles as the days go on, your CRM system gets better and better. With 3 releases each year, Salesforce makes platform and feature enhancements that you can and should take advantage of with the right experts on your team. Spring is released in February, Summer in May, Winter in November, and Fall is generally reserved for the Dreamforce conference in San Francisco.

The turn of the year happens in Winter, therefore you will see the year advance in November if you are keen on watching the logos update through the months. With your instance of Salesforce, you should be monitoring the exact date of release which can be found on their Trust/Status sites. The best thing you can do to prepare for these releases is to familiarize yourself with the Release Notes, these are hundreds of pages, but there are always overview PowerPoint decks, webinars, and the community which can help you focus your efforts on the features that matter. You can sign up for a development org and even preview these features in your own sandbox as well!

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Things change so quickly, how can we stay on top of the releases? We often hear this and it is not uncommon to feel ‘behind’ with features as your CRM matures throughout the years. Salesforce is committed to the multitenancy metadata platform which means that anything that is standard functionality will simply be enhanced and all of your features will continue to work. (If they retire anything, this lifecycle usually takes more than a year and you will see many communications on what action to take.) Anything that is custom that you have built from scratch 100% will continue to work as well and the release logo that you see helping that custom object engine run during the loading screen is the only visible change.

If you are running on a lean administrator headcount, (or NO Admin headcount) P2P can help. We can do a full diagnosis of your organizational health. Everything from security features, data/file usage, field limits and optimization, and giving your management a better understanding of the versions/features that you are using is really the start of a custom release strategy for your firm. P2P can understand which features are worthwhile for you to investigate and test, weeks and months before your instance receives the release upgrades. You will be able to see the needles in the haystack of release items and define the important features that you will be able to use on day one of the release. Maintaining a release strategy and being well versed in these important feature enhancements will move you to the front of the line amongst Salesforce customers and ahead of your competition. Partner with P2P today to get ahead and stay ahead.