Release Management


One of the biggest advantages of Salesforce CRM is that you get about 100 new features for the Force.com platform and the Salesforce CRM applications several times a year-without much effort on your part. And, unlike with traditional software, your customizations are never lost. When new releases become available, consider this approach:


1. Inform yourself with the following resources:

  • The Release Preview for an overview of new features
  • The Release Notes for details, including installation instructions
  • A Webinar in which you'll hear from the product team from each area

2. Identify the 3 most promising new features:

  • Use the vision and goals you defined earlier to select the features you want to activate
  • Get input from your users to narrow your short list
  • Sign up for the pre-release program to get your own test environment to try them out

3. Communicate about any changes

  • Send an email and talk to your users
  • Consider mini training sessions to get everyone up to speed
  • Consider using some of the adoption techniques discussed in the Increase Adoption topic.