New Releases: Mastering Your Readiness Strategy Release Readiness Webinar

January 6th, 2016

Release Readiness & Feature Adoption Your collaboration group for exploring features and increasing your ROI with Salesforce

Join the group: http://bit.ly/ReleaseReadinessSalesforce

Hosted by:

Your Release Readiness & Feature Adoption Salesforce Community Team

Your hosts – and some logistics

Sam Achuff

bit.ly/SamAchuff

Elna Miller

bit.ly/ElnaMiller

Mike Gill

Technical Architect

@AgentGill

Chris Edwards

Solution Architect

@Chris_SFDC

Salesforce Safe Harbor: Link

Forward Looking Statements

Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that

involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the

results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make.

All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth,

earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations,

statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer

contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new

functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate

of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our

relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of

our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling

to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is

included in our annual report on Form 10-K for the fiscal year ended January 31, 2009 and our other filings. These documents are

available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may

not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that

are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

How do you understand what is in each release?

What you need to do to prepare for each release?

How do you manage each release?

Be Release Ready 3x a Year Release

Ready

Salesforce delivers 3 releases each year – in the

spring (February), summer (June), and winter

(October). Each release is jam-packed with new

features for all of our products, and it’s our job to

make sure each release is a smooth upgrade for

our customers.

▪ 3 releases per year

▪ 150+ new features per release

▪ Tons of resources before, during, and after

Release Overview

Release Advantage

No Hardware

No Software

Automatic

Upgrades

Real-Time

No Downtime

450+ New Features Every Year!

Continuous

Innovation

Features Sourced by You!

We’re listening! Participate in the IdeaExchange to suggest new features, vote and comment on your favorite ideas – all within the new Success Community. You never know – your ideas could become new features!

▪ Suggest new features

▪ Vote and comment on your favorite ideas

▪ Interact with product managers and other customers

▪ See what features are delivered with each release

Spring ‘16 Release Milestones*

Staggered Release

Friday, 2/5

(NA6, NA7, NA8, NA9, NA17,

NA18, NA22, NA28, NA29,

NA31, EU5)

Pre-Release

Sign-up

Thursday,

12/17

Staggered Release,

Friday 1/15

(NA1)

Sandbox Preview Window

Friday, 1/8

(CS3, CS4, CS7, CS9, CS11, CS12,

CS13, CS14, CS15, CS17, CS19,

CS20, CS21, CS23, CS25, CS26,

CS28, CS30, CS32 ,CS41, CS42,

CS44, CS45, CS51, CS80, CS83,

CS87)

Saturday, 1/9

(CS5, CS31)

Dec Jan Feb

Preview Release

Notes

12/17

Staggered Release

Friday, 2/12

(EU0, EU1, EU2, EU3, EU4, EU6, CS81, NA0,

NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13,

NA14, NA15, NA16, NA19, NA20, NA21, NA23,

NA24, NA25, NA26, NA27, NA32, NA34, NA41)

& Saturday, 2/13

(AP0, AP1, AP2, AP3, CS1, CS2, CS6, CS8,

CS10, CS16, CS18, CS22, CS24, CS33, CS40,

CS43, CS46, CS50, CS52)

Release Website

12/23

Release Readiness Live

Tuesday 1/19

Wednesday 1/20

Sandbox Cut-off Date

1/1

Read this blog PRIOR

to 1/1!

* All dates are subject to our Forward Looking statement s- http://sforce.co/1vpAYf0

** Check the Release Community group for updates - http://sforce.co/1dUdze4

Webinar: Mastering Your

Releases, 1/6

Register here http://bit.ly/SFFeatureFocus

Speakers

Mike Gill

Technical Architect

FireEye Inc.

Salesforce MVP

@AgentGill

Chris Edwards

Independent Consultant,

Solution Architect

Salesforce MVP

@Chris_SFDC

Introducing Salesforce Weekly

www.SalesforceWeek.ly

The Ten Commandments of Release Readiness

SaaSy says

“Thou shalt…”

Each release cycle kicks off 6 weeks before launch with the Release Preview and a blog post giving key dates and milestones. The dates you should know:

▪ When pre-release orgs are available

▪ When the release notes are available

▪ When your sandbox org is upgraded

▪ When your production org is upgraded

You can also find the maintenance dates on trust.salesforce.com.

1. ...Know thy Release Schedule

2. ...Read the Release Notes

The release notes serve as your comprehensive guide to each product update. This comprehensive guide will provide all the important details of what enhancements will be delivered in the next release.

▪ A brief, high-level description of the functionality

▪ Implementation tips to help you get started with setup and administration

▪ Best practices to help you maximize the benefit

▪ Available in English, Japanese, French and German

▪ New! HTML release notes for easier navigation

3. ...Learn what will impact thy org

“Can’t see the wood from the trees!” - How to get to the most important information first!

▪ Important: Use the online HTML version

▪ Filter by Edition

▪ Filter by Feature Impact, e.g. Enabled for Users

▪ Filter by Product Area, e.g. Service, Sales, Chatter

• URL: http://docs.releasenotes.salesforce.com

4. ...Take heed of auto-enabled features

Some features will automatically be enabled for all users. These require special attention during your release preparation.

You should check the following:

▪ That you understand the feature fully

▪ Whether your org could benefit from the feature

▪ The full implications of the feature for your org

▪ Whether the feature can be disabled in setup or via support

5. ...Learn from the community

See the new release in action by attending one of the live overview sessions. This series provides customers with in-depth demos of the most exciting new features, and offers suggestions on how those features can add value to your solution.

▪ Hear directly from product leaders on the latest for each cloud

▪ Interact via live Q&A

▪ Gain insight into how new features can drive adoption

• For Force.com Sandbox customers (EE, UE, PxE)

• Opt-in instructions and deadlines posted 6 weeks before release

• Enables thorough testing in context with your solution

Anxious for a sneak peek of the upcoming release? Salesforce offer two channels for customers interested in gaining early access to test the new features.

6. ...Get access early

Sandbox Preview Pre-Release

• Available to anyone as a trial

• Sign-up 5 weeks prior to the release

• Note: Trial accounts will not contain data from your Salesforce account

• Some easy strategies you can adopt

• Make a list of what you want to test (reuse each release)

• Test the Business Critical Processes

• Start with the most complex (Apex, Flows, Processes etc)

• Make it fun, involve some users (but not all)

• Test those unmanaged Apps (these can be fragile)

• Log any issues which you find - Very important!

• Check the “Known Issues” log often

Salesforce has taken the “Hammer” to every test classes in every org to ensure nothing will break!

Now it’s your turn to perform your own Due Diligence

7. ...Test thy customisations

It’s all about managing expectations with

your users!

8. ...Make thy users care (but only if thou want them to)

▪ Decide what your users need to know and what they don’t - What has changed for me!

▪ Post key release milestones to your users so they know what changes to expect and when

▪ Provide a feedback and support channel to help users in their adjustment to the updates

▪ Use Chatter - If you don’t, start!

▪ Create a Newsletter

▪ Leverage your Salesforce to manage the release

9. ...Learn to love the releases

The cadence of releases means the platform is evolving quickly, and in turn so does your ability to leverage Salesforce features for your organisation.

▪ Adopt new features to solve further use cases

▪ Consider improvement of existing customisation

▪ Prioritise and control pace of change

▪ Shouldn’t be a maintenance exercise

10. ...Rest on the seventh day

New Release has landed - Don’t rest completely, remember this:

▪ Check in with your users

▪ Encourage them to provide feedback

▪ Not just the issues, positive user experiences too!

▪ Continue to log any issues and monitor the Known Issues

• URL: https://success.salesforce.com/issues

…A special mention for the Lightning Experience

An entirely new UI is here (if you want it) – here’s your Trailhead migration checklist:

▪ Explore Lightning Experience – see what’s in

▪ Conduct a gap analysis – see what’s out (for now)

▪ Decide if Lightning is right for your org (and when)

▪ Learn how to craft and execute a rollout strategy

▪ URL: bit.ly/TrailheadLightning

Q&A

What’s new on trust.salesforce.com?

1. Click on your instance

2. View current release on the instance

3. Click on List

4. View maintenance dates, including

future releases!

1

2

3

4

Release Readiness in Action

Demonstration

● View our Release Page

● View the Release Notes

● View Known Issues

● View the Community

Valuable Resources

Find all the release resources you need below!

• Success Community - join and collaborate on all release activities

• Release Site – central hub for all release materials

• Release Preview

• Demo videos

• Release Notes

• Training

• Developer resources

• IdeaExchange – vote on feature ideas and see which will be delivered

• Trust Site – track the latest for your release maintenance window

Key Takeaways

Develop your Release Readiness Plan

Our release milestones will help you prepare for each release

The Release Community is your one stop shop for all release resources

Download our testing guide today

Release

Ready

thank y u