Salesforce Industries Automatic Upgrade

Salesforce Industries Automatic Upgrades Enforced Spring ’24 Release

With the Spring ’24 major release, the Insurance, Communications, Media, Energy, and OmniStudio managed packages are included in the automatic upgrade process. This process aligns with the Salesforce seasonal release cycle, where new features, critical security updates, and available enhancements are delivered three times a year (Summer, Winter, and Spring). With automatic upgrades, you also get early access to upcoming releases in your sandbox preview environment. The upgrade dates for sandboxes and production are based on the Salesforce release calendar.

Automatic upgrades keep your sandboxes and production environments current with the latest features, let you test customizations and new features in your sandboxes, and provide regular patch updates with performance, stability, and security improvements.

If you’re not part of automatic upgrades for these packages, be sure to manually upgrade to the latest Salesforce release in production. If you’re looking for installation links for previous versions, contact Salesforce Customer Support for help.

Salesforce strongly recommends that you prepare for this process by taking these steps.

• Build automated testing suites for all customizations and integrations.
• Learn about the Salesforce release calendar and Salesforce release process by visiting Salesforce Release Readiness Trailblazer Community.
• Complete the Salesforce Release Readiness Strategies Trailhead module.

Playbook

Before opting into automatic upgrades, you must manually upgrade to the current Salesforce Industries release in production. To learn about the steps to complete the upgrade, review the Salesforce Industries Manual Upgrade Playbook.

Maintenance Releases

Salesforce delivers regular maintenance releases to all customers. The frequency of the maintenance releases varies depending on the severity of issues found. These releases are intended to have minimal impact. To learn more about Salesforce releases, visit the Salesforce Release Readiness Trailblazer Community.

Case Logging Instructions

Salesforce has adjusted our case routing process for this program to ensure prompt response to all cases logged by customers. Additionally, Salesforce has created a case template for customers to complete and attach to the case to ensure we have all of the necessary information to quickly resolve the issue. Follow these instructions to ensure your cases are appropriately routed.

For issues encountered during the manual upgrade to the current Salesforce release:

• Case Topic
  • Industry > Health & Insurance
  • Industry > Communication Cloud
  • Industry > Media Cloud
  • Industry > Energy & Utilities Cloud
  • Industry > OmniStudio
• Severity
  • Sev2
• Subject
  • Include “Manual Upgrade” in subject
• 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

For issues encountered after the automatic upgrade:

• Case Topic
  • Industry > Health & Insurance
  • Industry > Communication Cloud
  • Industry > Media Cloud
  • Industry > Energy & Utilities Cloud
  • Industry > OmniStudio
• Severity
  • Sev2
• Subject
  • Include “Automatic Upgrade” in subject
• 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