Be release ready Spring '24 image featuring Cloudy and Einstein looking at butterflies in a meadow

Admin Release Countdown: Get Ready for Spring ’24

By

Are you ready, Awesome Admins? It’s almost time for the Spring ’24 Salesforce Release!

An essential part of every admin’s job is staying on top of the latest Salesforce Releases. Three times a year, Salesforce releases new features and updates to our technology, enabling users everywhere to take advantage of the latest and greatest that our platform has to offer! As an Awesome Admin, getting the benefits from these releases is made even easier by knowing the basics and best practices.

Below are the most important dates you’ll want to mark in your calendar for Spring ’24.

Infographic highlighting key Spring '24 release dates including release notes, release readiness live, andmore.

December 14: Get early access by signing up for a pre-release org

Admins can sign up for a pre-release Developer Edition environment (we will add the link here when it becomes available), which is full of all the Spring ’24 features to explore to your heart’s content. Developer environments are stand-alone environments where you can learn, build, and get comfortable with features and functionality. If you already had a pre-release org for Winter ’24, you can log back into that one.

December 20: Review the Release Notes

Search the products you use for release updates in the Release Notes section of Salesforce Help. The notes will go live December 20 and we will share the link here.

Get help from the community! With each release, there are a number of blogs by community members who break it down. Check out the Release Readiness Trailblazer Community Group where you can continue to get updates, share your favorite features, and ask questions about the upcoming release.

January 4 before 5 p.m. PT: Be sure to refresh your Sandbox

Once you’ve explored the pre-release org and reviewed the Release Notes for features that are important to you, it’s time to try out features related to your customizations in your sandbox. This is a great time to evaluate how specific features may be useful or impact the way your organization uses Salesforce.

During each release, there is a group of sandboxes slated to remain on the non-preview instance (i.e. the current release) while there is another group of sandboxes that will upgrade to the preview instance.

Use the Salesforce Sandbox Preview Guide to determine the plan for your sandbox instance(s). Below are screenshots of the tool where you can search by sandbox instance and then specify what you want to do with your sandbox — stay on the non-preview or move to preview. It will then instruct you to refresh your sandbox to get to the desired instance or that there is no action needed because your sandbox is slated for the desired instance.

The Salesforce Sandbox Preview Guide with the ability to search a sandbox instance

The Salesforce Sandbox Preview Guide with the ability to search a sandbox instance

If you want to learn more about this process and why you should be on a sandbox preview, take the Get Early Access with the Sandbox Preview Trailhead module.

If your sandbox is not slated to be updated to preview, take action before 5 p.m. Pacific Time on January 4 to get early access to all the Spring ’24 features in one of your sandboxes. Check out this Help Article for instructions on exactly how and when to refresh your sandbox.

January 5: Sandbox preview begins

Check your sandbox instance on Trust for your sandbox upgrade window. Just like the pre-release org, sandbox preview gives you the opportunity to test new features against your own customizations without affecting your live environment.

Now is a good time to check out Release Updates in Setup. This is where you go to review and activate release updates to improve org performance, security, business logic, and usability. See which items need your action, which updates are due soon or overdue, as well as updates that have been archived.

January 9: Be release ready with Spring ’24 features for admins

In Spring ’24, we’re sharing admin release highlights earlier in the release cycle than ever before! Starting on January 9th, we’ll be publishing blog posts on the Admin Blog to help you get release ready with Spring ’24 features.

As blog posts and more release resources become available, we’ll be updating the Release Resources page with all the resources and information you need to get started fast with Spring ’24 features. If you’ve previously participated in the Learn MOAR quest, all of the release resources you know and love will be available on that page.

We’d love to know what resources you’re looking for and how you prepare for each release! Share your feedback with us here to inform the future of release content and resources for admins.

February 6-8: Watch Release Readiness Live

Hear from product managers across the company and across the clouds as they share the latest features and demos of their products. This is a three-day, live video streaming event available live and on-demand on Salesforce+.

February 8: Release Readiness Live: Admin Preview

Join Admin Evangelists and an expert panel for a deep dive into the release, including the features admins can’t miss. This preview is a great opportunity to hear an overview from admin experts and may help you determine which features in the Release Readiness Live broadcast to focus on. There are a lot of features delivered with each release, so we provide a summary of the features most impactful to admins so that you can start innovating with new Spring ’24 innovations, fast. We’ll cover what’s new with Flow, Prompt Builder, Copilot, and more highlights for admins and users.

January 12, February 2, February 9: Spring ’24 arrives!

Check the Maintenance Calendar for exactly when your Salesforce org will get the Spring ’24 features. Scroll through the list and check your Salesforce instance (NA__, EMEA__) against the release dates listed in the calendar. Once the release window has passed for your environment, you’ll have access to the newest features in your production environment!

More resources

Get Started with Einstein Copilot Custom Actions.

Get Started with Einstein Copilot Custom Actions

As Salesforce continues to revolutionize how users interact with the Einstein 1 Platform, Einstein Copilot is poised to provide a new and exciting layer of artificial intelligence (AI)-powered conversations for your users. Einstein Copilot is your trusted AI assistant for CRM — built into the flow of work for any application, employee, and department. With […]

READ MORE
Be Release Ready Spring '24 | The Ultimate Guide to Prompt Builder.

The Ultimate Guide to Prompt Builder | Spring ’24

Artificial intelligence (AI) is not a new concept to Salesforce or to Salesforce Admins. Over the years, Salesforce has empowered admins with a user-friendly interface for the setup and configuration of predictive AI features such as Opportunity Scoring, Lead Scoring, Einstein Bots, and more. The introduction of generative AI in Salesforce brings even more possibilities […]

READ MORE
Be Release Ready Spring '24 | Einstein for Formulas.

Einstein for Formulas | Spring ’24

Formula creation and maintenance is an important skill to have as an Awesome Admin. You can use formulas to automate calculations, validate data, derive values, perform conditional logic, concatenate information, trigger automation, calculate date/time, and much more. You will commonly use formulas in (the most obvious) formula fields, validation rules, and default values in fields. […]

READ MORE