Three times a year — Spring, Summer, and Winter — Salesforce ships a major release. These updates bring genuinely useful new capabilities, but they can also change behavior your automations quietly depend on. Firms that ignore releases eventually get surprised; firms that prepare get free upgrades.
What release readiness looks like
- Reviewing the release notes for the parts that touch your setup.
- Testing critical flows and integrations in a sandbox before the update hits production.
- Fixing anything that could break — before it does.
- Adopting the new features that actually benefit your firm.
Turn updates from risk into advantage
With a little preparation each cycle, releases stop being something to fear and become a steady stream of improvements — and your system keeps running without nasty surprises.
Want releases handled for you? We'll keep your org ready every cycle — no breakage, all the upside.
How we'd do this for your firm
A proven, transparent process — no guesswork, no surprises.
Review
We read the release notes for what affects you.
Test
Validate everything in a sandbox first.
Fix
Address anything that could break.
Roll out
Adopt new features that help your firm.
Want this for your firm?
Get a free, transparent estimate in minutes — or talk to a specialist.
