Salesforce Industries

Automatic Upgrades
Partner Enablement

Betty Leung, Director, Partner Deliver Success - Industries

April 2023
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092821
Session Logistics
Questions, Answers, and staying in touch

How do I ask questions?

Post your questions using the “Q&A” icon on the
bottom of the Zoom session screen

Where can I find the content

presented today? John Smith
The session recording and deck will be posted in the
in the Partner Community Groups below:
Salesforce Industries
Insurance Experts
Media Cloud Experts
Communications Cloud Experts
Energy & Utility Cloud Experts
Official: OmniStudio
Today’s Panelists

Betty Leung Christa Matukaitis Christo Tonev Christy Snyder

Director, Partner Delivery Senior Director, Vice President, Director, Technical
Success - Industries Shared Success Engineering Program Management
Agenda
Intro to the Program

Opt-In for Automatic Upgrades

Messaging and Outreach

Resources and Q&A

Salesforce Release Process
High-level summary

Salesforce delivers new features 3 times a year, during the seasonal releases:

Spring Summer Winter

Delivered to customers through seamless, automatic upgrades

Salesforce provides early access to the upcoming release using a sandbox preview
(4-5 weeks prior to production release)
The schedule for sandbox and production upgrades is published up to
1 year in advance
Introducing Automatic Upgrades
Aligning with our release process

In order to better serve our Salesforce Industries customers,

we are aligning our managed packaged releases with the Salesforce
Release Process.

Continuing with the Summer ’23 (244) Release: Salesforce Industries

customers will have the opportunity to opt-in to automatic upgrades.
● These include upgrades to the Insurance, Communications, Media, Energy,
and OmniStudio managed packages.
● The upgrades to sandboxes and production are according to the Salesforce
Release Calendar.

Starting with Spring ’24 (248): All customers will be required to receive
automatic upgrades.
Automatic Upgrades
Key Benefits

Always on the current Salesforce release

Access to the latest innovation

Preview and test new releases

Sandbox preview instance allows you to test new features
and customizations

Reduce your effort in upgrading

Salesforce upgrades the managed package in all sandboxes and production
 Backwards Compatibility

Recent Process
Improvements Automated Testing

New Features and Enhancements

Which Customers are Included?

Eligible Not Eligible

Customers who have the following Customers who have the following
packages installed: packages installed:
● Communication, Media, Energy (CME) ● Vlocity Public Sector
● Insurance
● OmniStudio (Standard Objects)
Which Products Are Included?

Communications, Media, Energy Insurance OmniStudio

● Automatically Upgraded ● Automatically Upgraded
● Automatically Upgraded ○ Insurance Managed Package
○ CME Managed Package ○ DataRaptors
○ Insurance Extension ○ OmniScripts
Managed Package ○ Integration Procedures
● Not Automatically Upgraded*
○ Off-Platform Modules ○ FlexCards
■ Order Management Plus ○ DocGen
■ Digital Commerce Gateway ● Not Automatically Upgraded*
○ Business Applications ○ Unmanaged Packages
○ Media ○ Express Applications
■ SLM and ASM ● Not Automatically Upgraded*
○ Energy
■ P&C Express Apps ○ OmniOut
■ Contact Center Console ■ Group Benefits Express ○ IDX Workbench
■ Customer Acquisition Apps
Mgmt
■ Large Account Sales Mgmt
■ MyAccount Experience
○ Communications
■ ESM and MSM

*Compatible with Automatic Upgrades

Agenda
Intro to the Program

Opt-In for Automatic Upgrades

Messaging and Outreach

Resources and Q&A

Automatic Upgrades Timeline

Opt-In Opportunity Mandatory

Closed Pilot Program
Inclusion
(Complete) (Complete)

Winter ’23 Spring ’23 Summer ’23 Winter ’24 Spring ’24
(240) (242) (244) (246) (248)

Oct/Nov 2022 Jan/Feb 2023 May/Jun 2023 Sep/Oct 2023 Jan/Feb 2024

Subject to Change
How to Opt-in to Automatic Upgrades
2-Step Process

1 2

Upgrade to current Opt-in for automatic upgrades

Salesforce release for upcoming Salesforce
release
How to Opt-in to Automatic Upgrades
2-Step Process

1 2

Upgrade to current Opt-in for automatic upgrades

Salesforce release for upcoming Salesforce
release
Upgrade to Current Salesforce Release
Critical Items to Note

Current Salesforce
Playbook Integrations &
Release
Customizations
 ● Planning considerations
● Recommended steps
● Business and technical
implications
● Videos by Package
Playbook Details ○ Pre-upgrade
○ Upgrade
○ Post-upgrade steps
● Real customer scenarios
● Ongoing updates
Customer Support
For Step 1
● Case Topic
○ Industry > Insurance
○ Industry > Communication
○ Industry > Media
○ Industry > Energy & Utilities
○ Industry > OmniStudio
● Severity
○ Sev2
● Subject
○ “Manual Upgrade”
● Description
○ Thorough description of the problem
○ Detailed reproduction steps (including screenshots or short video)
○ Technical point of contact (if someone other than the individual submitting the case)
○ Impacted orgID
○ Login access for support
○ Current package and version and target package version
○ Upgrade schedule details
How to Opt-in to Automatic Upgrades
2-Step Process

1 2

Upgrade to current Opt-in for automatic upgrades

Salesforce release for upcoming Salesforce
release
Two Opt-In Paths

Sandbox Opt-In Full Opt-In

● Customer selects sandbox(es) to receive ● Customer opts-in to receive upgrades in
automatic upgrade in upcoming all sandboxes and production
Salesforce release
● Sandbox preview instances upgraded in
● Sandboxes are upgraded according to sandbox preview release
Salesforce release schedule (sandbox
● Production and remaining sandboxes
preview or release weekend 1 or 2)
upgraded in release weekend 1 or 2
● Requires full opt-in once ready
● Required by Spring ’24 (248)
● *Available for customers targeting
automatic upgrade to sandboxes in
Summer ’23 (244) and Winter ’24 (246)
Opt-In Timelines
Customers must:
● Identify target release for opt-in
● Upgrade production and/or sandboxes to the current Salesforce release by the opt-in deadline
● Opt-in to the automatic upgrade process via opt-in agreement
Required Production and
Required Sandbox Version Sandbox Preview First Release Second Release
Target Release for Opt-In Sandbox Version to Enter Opt-In Deadline
to Enter Sandbox Opt-In Release Date Weekend Weekend
Full Opt-In

Summer ’23 (244) Spring ’23 (242) Spring ’23 (242) 21-Apr-2023 5-May-2023 2-Jun-2023 9-Jun-2023

Winter ’24 (246) Summer ’23 (244) Summer ’23 (244) 11-Aug-2023 25-Aug-2023 6-Oct-2023 13-Oct-2023

Spring ’24 (248)

Winter ’24 (246) Winter ’24 (246) 21-Dec-2023 5-Jan-2024 2-Feb-2024 9-Feb-2024
(Mandatory)

*Starting with Spring ’24 (248) all customers are required to receive automatic upgrades. After the Spring ’24 release, Salesforce:

● Will not support package versions more than two seasonal release versions older than the current Salesforce release in production (i.e., when Spring ’24 is the current Salesforce
release in production, Summer ’23 is the oldest release version supported)
● Will not offer manual pull upgrades of any release prior to the current Salesforce release in production

All new Insurance, Communications, Media, Energy, and OmniStudio customers as of February 1, 2023 will automatically be enrolled in automatic upgrades.

Subject to Change
 Example Customer Journey

SB Full
244 SB 244 RW1 or 246 SB 246 RW1 or
Opt-in Opt-in
Preview RW2 Preview RW2
May ’23 June ’23 Aug ’23 Oct ’23

Sandbox Spring ’23 (242) Summer ’23 (244) Winter ’24 (246)
Preview
Non-Preview
Spring ’23 (242) Summer ’23 (244) Winter ’24 (246)
Sandbox

Production Previous Release Summer ’23 (244) Winter ’24 (246)

(and sandboxes not
enrolled in sandbox opt
in)

Manual Upgrade

Automatic Upgrade
 Push Upgrade Adoption Journey
Key milestones

1 2 3 4 5 6

Manually Upgrade Sandbox Production

Customer Testing Report and Fix
to Current Salesforce Prepare Sandbox Automatic Automatic
on Sandbox Issues
Release Upgraded Upgraded

Create Full
Manually upgrade Run end-to-end Report upgrade
Sandbox copy on
Sandboxes and regression testing issues faced
Customer “Preview” instance
production to the on upgraded Fix any issues
Identify regression
current Salesforce sandbox preview related to
tests that need to
release instance customizations
be run

Upgrade production
Upgrade sandbox and non-preview
Deliver and deploy
preview instance sandboxes as per
patches for
to upcoming maintenance
Salesforce issues
Salesforce release schedule -
https://status.salesforce.com
Customer Support
For Step 2
● Case Topic
○ Industry > Insurance
○ Industry > Communication
○ Industry > Media
○ Industry > Energy & Utilities
○ Industry > OmniStudio
● Severity
○ Sev2
● Subject
○ “Automatic Upgrade”
● Description
○ Thorough description of the problem
○ Detailed reproduction steps (including screenshots or short video)
○ Technical point of contact (if someone other than the individual submitting the case)
○ Impacted orgID
○ Login access for support
○ Current package and version and target package version
○ Upgrade schedule details
 Upgrade sandboxes and production to
1
the current Salesforce release

What Can 2
Automate testing for all customizations and
integrations built on the Salesforce platform
Customers
Do Now?
3 Opt-In for Automatic Upgrades!
Steps for Customer Opt-In
3-Step Process

STEP 1 STEP 2 STEP 3

Confirm that Complete and sign Send the

relevant sandboxes the Salesforce completed and
and production are Automatic signed Opt-In
on the current Upgrade Opt-In Agreement to your
Salesforce release Agreement Salesforce Account
Team for
processing

Salesforce Industries Automatic Upgrade Knowledge Article

Opt-In Agreement

● Available for download in

the Salesforce Industries
Automatic Upgrade
Knowledge Article
● Required for both
Sandbox and Full Opt-in
● Send signed copy to
Salesforce Account Team
Agenda
Intro to the Program

Opt-In for Automatic Upgrades

Messaging and Outreach

Resources and Q&A

 ● ✅ Sep 29 - Customer Email
● ✅ Nov 9 - Customer Email
● ✅ Nov 17 - Customer Webinars
● ✅ Feb 20 - Customer Email
● ✅ March 9 - Customer Webinars
Outreach Plan ● Additional emails upcoming
○ 5 weeks prior to Winter ’24 and Spring ’24
opt-in deadlines
■ Customer email for Opt-in
■ Salesforce Industries Automatic Upgrade
Knowledge Article
● Account Teams
○ Provide additional support
 Call to
Outreach Plan Action!

Partner Opportunities

● Reach out to your customers to urge them to engage with the program!
○ Upgrade to the current Salesforce release
○ Prepare for automatic upgrades by automating regression testing for customizations and
integrations
○ Opt-in to Automatic Upgrades once published!
● Highlight benefits of always being on the latest Salesforce release!
● Proactively engage PAMs to discuss PEM/CSG engagement if called upon to help
customers with complex implementations (e.g., Better Together)
Agenda
Intro to the Program

Opt-In for Automatic Upgrades

Messaging and Outreach

Resources and Q&A

Resources

● Knowledge Base Article

● Salesforce Release Readiness Trailblazer Community
● Salesforce Release Readiness Strategies
● Salesforce Industries Success Community
Q&A
Thank you