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Tech UpdatesJULY 2019 Edition
Technology Communications & Readiness
Forward-Looking Statements
Safe harbor 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 proved 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 product or service availability, 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, new products and services, 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 outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, 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 most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 presentations, 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.
July 2019 Topics
Product Innovation● Summer ‘19 is here● Requirements for the Salesforce Mobile App
Infrastructure Improvements● Commerce Cloud Database Upgrade● Salesforce Core: Upcoming Instance Refreshes:
NA33, NA40, NA50, NA42, NA78● Salesforce Core: Best Practices for Infrastructure
Maintenances● Salesforce Core: Instance Refresh Events &
Resources● MC Infrastructure Upgrade continues in 2019
System Maintenances● Salesforce Core: Site Switches ● Salesforce Core: Continuous Site Switching● Salesforce Core: Salesforce IP Addresses &
Ranges● Salesforce Core: Plan around your Preferred
Maintenance Windows● Trust Notifications
Feature Retirements● Einstein Classic Dashboards Retiring July 1, 2019● Legacy Report and Dashboards Tab retirement
postponed● Agent Console will be retired in the Spring ‘20
Release ● The original Territory Management module will be
retired Summer ‘20● Customizable Forecasting will be retired in Summer
’20
At-a-glance
Product Innovation
Find all the resources you need to keep up with everything release-related on the Trailblazer Community
Enjoy all of the new features that are now available with Summer '19 Catch up with the Release Readiness Live recordings or join one of our Success Team webinars around the world
Start thinking about Winter ‘20!The Sandbox Refresh Calculator Website at - https://sandbox-preview.herokuapp.com - has been updated. Use the sandbox refresh calculator to plan ahead and make sure you have the right type of sandbox in place.
Remember, you are now able to refresh any sandbox to a Preview sandbox type for the next two months - or more precisely until September 6, 2019. September 6 is the start date of the next Preview period, and from that date forward for about a month, you will be limited to only refresh your sandboxes into Non-Preview sandbox type until the release of Winter '20 by October 12, 2019.
What’s coming next!Check out the updated Lightning Experience roadmap to see some of the features slated for Winter ‘20.
Summer '19 is now live in production and sandbox.Get ahead for Winter ‘20!
Requirements for the Salesforce Mobile App
Apple iOS requirements
The Salesforce for iOS mobile app will require iOS 12.0 and higher in v220.0, which is planned to be released alongside Summer '19.
We are ending support for versions 11.x and lower so that we can focus our resources on supporting the most recent OS versions that the majority of our customers use.
What is changing within the Salesforce for iOS mobile app?The Salesforce for iOS mobile app will require iOS 12.0 and higher in v220.0. Users on prior versions of iOS will be able to continue using the current version of the mobile app, but will not be able to upgrade to v220.0 (Summer '19 release*). What action do I need to take?Please inform your users to upgrade their devices to the most current version of iOS.
For more information on mobile requirements updates view this article.
*App versions naming conventions will now match the release version
Requirements for the Salesforce Mobile App
Android OS requirements
Salesforce App for Android is retiring support for Android 5.0 with the Summer ‘19 release and you will be required to use Android 6.0 or higher.
This change will provide a more secure experience for our Android users as well as enable us to move forward with some exciting new features that would not possible if we continued support for Android 5.0.
What action do customers need to take? You should upgrade Android OS to 6.0 if possible. Customers using Android 5.0 will not be able to upgrade to v220.0 (Summer '19 release*) or do a fresh install of the app. If the app is already installed, they can continue using it, but they should be advised to plan an upgrade due to the OS no longer receiving security updates from Google.
For more information on mobile requirements updates view this article.
App versions naming conventions will now match the release version
Unified User ExperienceLightning Apps and Navigation
Responsive ComponentsLightning Components in Record Pages
Customize with Clicks, Not CodeLightning App Builder
Introducing the new Salesforce Mobile App - Coming later this yearSandbox and Production Pilot now Open - https://sfdc.co/PilotNewSalesforceMobile
Infrastructure Improvements
The Commerce Cloud Database Upgrade Initiative will continue in July. The project kicked off in May 2019, and is scheduled to complete in 2020. APAC maintenances completed in May 2019. The database upgrades will occur on a POD (Point of Delivery) by POD basis in two phases. Each phase will require one planned maintenance on a weekday as described below: ● Secondary Instance Group phase: This phase involves upgrading the database supporting
all secondary instance groups (sandboxes) on the associated POD (approximately three hours).
● Primary Instance Group phase: This phase involves upgrading the database supporting the primary instance groups (production, staging, and developer instances) on a POD (approximately five hours from 2:00 a.m.– 7:00 a.m. local POD time)
Verify you have created a maintenance page & reschedule any realm activities scheduled to complete during your primary instance group (storefront) maintenance. Key Contacts should subscribe to Status.io. See the Commerce Cloud Database Upgrade Initiative article for more information. *We intend to notify all customers of their maintenance window at least 30 days in advance.
At-a-glance
Commerce Cloud Database Upgrade Initiative
To prepare for your organization’s continued growth and to keep system performance at expected levels, we occasionally perform an instance refresh that upgrades the infrastructure supporting your instance in our data centers.
Which instances are being refreshed and when?● NA33: July 21, 2019, 02:00 – 06:00 UTC ● NA40 & NA50: July 21, 2019, 07:00 – 11:00 UTC● NA42 & NA78: August 4, 2019, 07:00 – 11:00 UTC
Following this type of maintenance, you will be on new infrastructure and your instance name will change. Read on to learn more about the new instance names, and about how to prepare for your instance refresh.
Upcoming
Instance Refreshes
● July 21, 2019, 02:00 – 06:00 UTC○ NA33 → NA117 or NA119○ NA40 → NA141 or NA142○ NA50 → NA122 or NA124
● August 4, 2019, 07:00 – 11:00 UTC○ NA42 → NA113 or NA114○ NA78 → NA115 or NA116
REMINDER: your new instance will have the same release schedule and standard system maintenance windows as your current instance. And if you’re subscribed to Trust Notifications for your current instance, you will automatically be subscribed to both new instances. After the instance refresh, you may then unsubscribe from the instance not applicable to you.
Check your email communication to confirm your new instance name. After learning what your new instance name is, please continue to follow best practices and avoid hard-coded references.
Instance NamesCurrent Instance & Destination Instance
My Domain Documentation
Updating Hard-coded References
What are the Salesforce IP
Addresses & Domains to Whitelist?
Preferred Salesforce
Maintenance Schedule
Best Practices for Salesforce Core Infrastructure Maintenances
Enable My Domain
Replace Hard-coded References
Plan around System
Maintenance Windows
Whitelist Salesforce
IPs
*Last updated on May 30, 2019* Details on slide: Salesforce IP Addresses & Ranges
For more information, we encourage you to review the following resources:
● Watch the recording of the webinar, How to Prepare for Your Instance Refresh
● Take the Instance Refresh Readiness Assessment
● Read over the Instance Refresh Maintenance article and attached checklists
● Collaborate with others on the Trailblazer Community with the topic #MyRefresh on the Official: Salesforce Infrastructure group
Additional Resources
Instance Refresh & Resources
Phase 3 of the multi-phase Marketing Cloud Infrastructure Initiative continues.
This upgrade is vital to improving performance and access to the advanced capabilities of the Salesforce Marketing Cloud. As a reminder, here’s what you can expect as we move toward completion:● Upgraded infrastructure supporting Marketing Cloud solutions● New software and hardware ● Improved reliability ● Increased capacity for growth using Marketing Cloud
We intend to notify all customers of their maintenance window at least 14 days in advance.
At-a-glance
Marketing Cloud Infrastructure Upgrade
Marketing Cloud info now available at https://status.salesforce.com/
With the change, you will be able to leverage several Trust Site features such as:● System status history● Forward-looking maintenance calendar● Trust Notifications● Localized content● Security and Compliance information
The new site will provide more detailed transparency into the status of specific Marketing Cloud services, such as Marketing Cloud Login, Marketing Cloud Core Service, Marketing Cloud REST API, and Marketing Cloud SOAP API.
Previous Marketing Cloud site (https://trust.marketingcloud.com) was retired and will redirect to new Status page.
At-a-glance
Marketing Cloud Integrated into Salesforce Trust Status Page
Official: Salesforce Infrastructure Got questions? Join the Conversation!
Join the conversation with fellow Salesforce admins, IT sponsors and architects!
Major topics include: Instance or data center wide changes, IP range changes, Certificate changes, TLS Disablement
Links to resources like:Infrastructure Dreamforce Sessions, Infrastructure Overview & Best Practices
System MaintenancesREMINDER: Planning your major Salesforce-dependent initiatives around system maintenance windows is a Salesforce best practice.
Important ActionsA. Subscribe to Trust Notifications to know when site switches are scheduled.B. Follow Salesforce infrastructure best practices by not restricting access to
Salesforce IP ranges, removing hard-coded references, and by setting your DNS timeout value to five minutes (default setting).
C. Salesforce orgs with Live Agent should avoid hard-coded references as this can impact Live Agent availability post-site switch. However, if hard-coded references to API endpoint URLs to Live Agent are necessary, make sure these are update after any site switch.
D. If you need to view your email logs after a site switch, request for your email logs prior to the maintenance window.
At-a-glance
Each Salesforce instance is built and maintained in two geographically separate locations. An instance is actively served from one location (the active site) with transactions replicating in near real-time to the other completely redundant location (the ready site). During a site switch, we switch the active and ready sites. To see when your next scheduled site switch is, look at your instance’s maintenance schedule on Trust.
For more info review the article, Site Switching Overview
Site Switches for Salesforce Core
Active!
Ready!Active Instance
ApplicationServers
ProductionDB
Cluster
StandbyDB
Cluster
Data Guard Replication
Ready Instance
ApplicationServers
ProductionDB Cluster
StandbyDB Cluster
Data Guard Replication
EncryptedAsync
Replication
At-a-glance
Continuous Site Switching entails switching each Salesforce instance to its ready site approximately once every six months for maintenance, compliance, and continual improvement of disaster recovery capabilities.
For more information, review the Continuous Site Switching article.
NOTE: We recommend subscribing to Trust notifications for the most up-to-date information regarding Site Switches. See the Trust Notifications slide for more information.
Continuous Site Switching
Active!
Ready!
2019 Schedule through to September 2019
Subscribe to Trust notifications for the most up-to-date information about your site switch.
Date (US Pacific) & Instances:
July 6, 2019 | AP14, AP15, EU13, NA61, NA64, NA79July 7, 2019 | NA49, NA87August 17, 2019 | EU15, EU17, NA65, NA66, NA70August 19, 2019 | NA90September 7, 2019 | EU14, EU18September 8, 2019 | NA94, NA95
This schedule is subject to change. Subscribe to Trust notifications for the most up-to-date information.
Salesforce IP Addresses & Ranges
If your company restricts web access to specific IP ranges, please take note of the following updates to the article, What are the Salesforce IP Addresses & Domains to whitelist?
May 30, 2019
Under Feature-specific IPs section:
Updated the Salesforce Inbox FAQs link to the Salesforce Email Integration Security Guide.
*** To see the full detailed list of updates, see the Revision History Table ***
Recent Updates
The article was last updated on May 30, 2019
Salesforce System Maintenance Schedule Plan your maintenance around the Salesforce Maintenance windows
System Maintenance Description Typical Activities Comments
Sustaining the Infrastructure supporting Salesforce Services
Security, Availability and Performance changes
Confirmed maintenances posted on Trust.com Maintenance CalendarScheduled for the first and third weekends (Saturday or Sunday) of every month.
Instance Pacific Time UTC During Standard Time
UTC During Daylight Savings Time
NA40, NA42, NA46, NA47, NA49, NA50, NA51, NA52, NA56, NA57, NA58, NA59, NA63, NA69, NA72, NA74, NA75, NA76, NA77, NA78, NA80, NA86, NA87, NA88, NA90, NA92, NA93, NA94, NA95, NA96,
NA99**, NA113, NA114, NA115, NA116, NA129, NA130, NA141, NA142
Sunday, 12:00 a.m. – 4:00 a.m. Sunday, 08:00 – 12:00 Sunday, 07:00 – 11:00
Other NAx Saturday, 7:00 p.m. – 11:00 p.m. Sunday, 03:00 – 07:00 Sunday, 02:00 – 06:00
EU14, EU15, EU17, EU18, EU19, UM3, UM4, CS80, CS81, CS82, CS83, CS84, CS85, CS86, CS87, CS88, CS89, CS100, CS101, CS102,
CS105, CS106, CS107, CS108, CS109, CS110Saturday, 2:00 p.m. – 6:00 p.m.
22:00 Saturday – 02:00 Sunday
21:00 Saturday – 01:00 Sunday
Other EUx, UMx Saturday, 7:00 p.m.– 11:00 p.m. Sunday, 03:00 – 07:00 Sunday, 02:00 – 06:00
AP4, AP5, AP6, AP7, AP8, AP9, AP14, AP15, CS5, CS6, CS31, CS57, CS58, CS72, CS73, CS74, CS75, CS76, CS115, CS116, CS137
Saturday, 7:00 a.m. – 11:00 a.m. PST
Saturday, 8:00 a.m. – 12:00 p.m. PDTSaturday, 15:00 – 19:00 Saturday, 15:00 – 19:00
AP0, AP3, AP20, AP21Saturday, 8:00 a.m. – 12:00 p.m. PST
Saturday, 9:00 a.m. – 1:00 p.m. PDTSaturday, 16:00 – 20:00 Saturday, 16:00 – 20:00
Other CSx Saturday, 7:00 p.m. – 11:00 p.m. Sunday, 03:00 – 07:00 Sunday, 02:00 – 06:00
★ Preferred Salesforce Maintenance article
★ How is my Org Impacted during Maintenance? article
★ Salesforce Trust Site - Opt-in for Notifications!
Key ResourcesTip: Bookmark these!
What are Trust Notifications? Trust Notifications are near real-time email notifications regarding incidents and maintenances posted to our Trust site, https://status.salesforce.com, that are available to all customers and allow you to control your own subscription settings.
Examples of maintenances that we’ll send Trust Notifications for include: ● Site Switches● Instance Refreshes● Release Maintenances● Emergency Maintenances● Incidents
Review the Trust Notification User Guide to learn more about Trust Notifications.
Trust Notifications Trust Notifications - Self-subscribe
Feature Retirements
After July 1, 2019, classic dashboards will no longer be accessible via the UI or public REST APIs. For more information see article.
What’s changing?● Starting Winter ’19, you will see an end-of-life banner
on the classic designer edit screen, reminding you to convert your classic dashboards. During this time, you will not be able to create dashboards in the classic designer, but you will still be able to edit them and use the public REST APIs to retrieve, modify, and create classic dashboards.
What action do I need to take?● Your users will have to convert classic dashboards to
dashboard designer and start using the newer dashboard designer to create dashboards.
At-a-glance
Einstein Analytics Classic Dashboards Retiring July 1, 2019
To familiarize yourself with the capabilities of the Salesforce Classic Reports and Dashboards Home page, click here.
What’s changing?
● Legacy Reports and Dashboard retirement will be postponed until further notice. Sorry for any inconvenience this may have caused.
● Please consider moving to Salesforce Classic Reports and Dashboards.
At-a-glance
Legacy Reports and Dashboards Tab Retirement postponed
For more information on setting up Enterprise Territory Management, view Enterprise Territory Management Implementation Guide and the Territory Management trail
What’s changing?● The original Territory Management module will be retired in the
Summer ’20 release. We recommend that you migrate your users to Enterprise Territory Management
What action do I need to take?● To preserve all Share records for Accounts, Opportunities,
Contacts, and Cases generated through territory rule execution, we advise you to export your territory and assignment data out of the original Territory Management module using the Data Export service before the Summer ’20 release.
● This replacement will cover all the major functional requirements of original Territory Management, and includes additional capabilities. You can refer to the following comparison (Trailblazer Community login required) of the original Territory Management and Enterprise Territory Management modules for additional information.
At-a-glance
The original Territory Management module will be retired in Summer ’20
For more information review Configure Collaborative Forecasts Help topic as well as the Collaborative Forecasts Implementation Guide.
For a comparison between Customizable Forecasting and Collaborative Forecasts review this Help topic
What’s changing?● Customizable Forecasting will be retired in the Summer ’20
release. We recommend that you migrate your users to Collaborative Forecasts before the retirement date.
What action do I need to take?● We strongly recommend that you and your users migrate to
Collaborative Forecasts, and if necessary, export forecasting data out of Customizable Forecasting before the retirement date.
● This replacement covers all the major functional requirements of Customizable Forecasting, and provides additional capabilities. The forecasting grid will be similar to that of Customizable Forecasts, and users will also be able to adjust forecasts and see the opportunities that make up the forecasts.
At-a-glance
Customizable Forecasting will be retired in Summer ’20
For more information about this retirement see this article.
What’s changing?
● We wanted to notify you that Agent Console (also known as Console Tab or Legacy Console) will be retired in the Spring ‘20 Release, as you are an admin of a Salesforce org using this feature.
*Currently targeted for February 2020; date subject to change
What action do I need to take?● Admins will need to transition users of the Agent
Console to the Lightning Console.
At-a-glance
Agent Console will be retired in the Spring ‘20 Release
Review the article, Site Switching Overview for important actions and FAQs.
Site Switches
Active!
Ready!
Upcoming Site Switches
Customers on the following instances will receive an email notification regarding their site switch:
● EU16 on July 7, 2019, 02:00 – 03:00 UTC