Be Release Ready for Summer '24.

Admin Release Countdown: Get Ready for Summer ’24

By

Are you ready, Awesome Admins? It’s almost time for the Summer ’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 Summer ’24.

Summer '24 key dates for pre release org signup, release notes, preview

April 16: Be Release Ready with Summer ’24 features for admins

Starting on April 16, we’ll begin publishing blog posts on the Admin Blog to help you Be Release Ready with Summer ’24 features. Get ready to dive into blog posts featuring Summer ’24 flow enhancements, Public Group Summary, User Access Summary, and more!

As blog posts and more release resources become available, we’ll be updating the Be Release Ready page with all the resources and information you need to get started with Summer ’24.

April 18: Get early access by signing up for a pre-release org

Admins can sign up for a pre-release Developer Edition environment, which is full of all the Summer ’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 Spring ’24, you can log back into that one.

Please note that beginning with the Summer ’24 Release, the Customer Pre-Release Program will reside on Hyperforce. Any new pre-release orgs signed up starting April 18, 2024 will be created on this new Hyperforce environment. Existing, active Pre-Release orgs will be migrated to Hyperforce by June 30, 2024.

April 24: 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 April 24 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.

May 9 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

Image of desired actions for the sandbox

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 May 9 to get early access to all the Summer ’24 features in one of your sandboxes. Check out this Help Article for instructions on exactly how and when to refresh your sandbox.

May 10: 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.

May 29-31: Release Readiness Live

Hear directly from the product managers delivering the most impactful features in Summer ’24 by tuning into Release Readiness Live! With 6 shows (Sales, Service, CRM Analytics, Flow, and Admin and Developer Previews) over 3 days, you’ll get to see live demos and even livelier discussions answering your questions – live – about Summer ’24 features. Tune in on Salesforce+.

May 17, June 7, June 14: Summer ’24 arrives!

Check the Maintenance Calendar for exactly when your Salesforce org will get the Summer ’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

  • Check out the Be Release Ready page for all the resources you need to help prepare your org and users for the Summer ’24 release.
The future of user management.

The Future of User Management | Summer ’24 Be Release Ready

Summer ’24 is almost here. Learn more about user management below and check out Be Release Ready to discover more resources to help you prepare for this release.  Welcome to a new era of user management! At Salesforce, we believe in the power of community-driven innovation. Your feedback as Trailblazers is invaluable—it’s the compass that […]

READ MORE
Flow Enhancements Summer '24.

Flow Enhancements | Summer ’24 Be Release Ready

Summer ’24 is almost here! Learn more about new Flow Builder enhancements like the Automation App, Action Button (beta), and more, and check out Be Release Ready to discover more resources to help you prepare for Summer ’24.  Want to see these enhancements in action? Salesforce product manager Sam Reynard and I will demo some […]

READ MORE
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