Understand the Financial Services Cloud Release Process

Note

Note

Attention, Trailblazer!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience.

You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module here on Trailhead.

Learning Objectives

After completing this module, you’ll be able to:

  • Describe the release process for Financial Services Cloud.
  • Determine where your domain fits into the schedule.

Coming Soon to an Org Near You

Let’s talk about releases. Salesforce delivers cool new functionality to our customers three times a year in our Spring, Summer, and Winter releases. Major Financial Services Cloud releases are tied to and directly follow the three major Salesforce releases. After each general Salesforce release is over, a Financial Services Cloud release starts. 

All major Salesforce and Financial Services Cloud releases happen during off hours, and they never cause downtime for you or your customers.

But what if Salesforce has an update to Financial Services Cloud that can’t wait for a major release? To address bug fixes and minor changes, we use weekly patch releases. Patch releases don’t necessarily happen every single week. We sometimes skip a week here or there, like when there’s a major release or big event like Dreamforce. 

If you completed other modules on this trail, you likely remember Matt the admin. Matt views the major Salesforce releases as blockbuster movies: They come out just a few times a year; they're highly anticipated; and they’re chock-full of exciting innovations.

The three major releases are like blockbuster movies—now playing and coming soon.

On the other hand, he views the patch releases as more like TV shows—short and sweet, and running almost every week.
Two TV shows: This week on Patch 1, and This week on Patch 2.

What’s My Org’s Release Date?

As an admin, you need to keep track of the major Salesforce releases so you can make sure your org is ready for the next big update. Let’s follow along as Matt takes just a few easy steps to access the Salesforce release calendar. 

  1. Go to https://status.salesforce.com and click Financial Services Cloud in the sidebar. You see a list of Salesforce instances with colored status icons for Available, Performance Degradation, Service Disruption, and Maintenance. Status and Maintenance Page displaying several Salesforce instances.
  2. In the Search field at the top, enter your domain name and press Enter. Matt’s domain name is cantrell15. The instance that hosts your domain appears in the search result, under My Domains. For cantrell15, that’s NA50.
  3. Click the instance to see more detailed information.

This handy detail screen tells you everything you need to know. Let’s stop here and take a look around.

  1. Your domain name is at the top.
  2. Next to it is the name of the instance that hosts your domain.
  3. On the sidebar, you can see the release your org is currently using. In this example, it’s the Summer ’18 release, Patch 13.2.
  4. The Current Status tab gives you a nifty summary of how your instance is performing right now.
  5. The History tab shows you details about your instance’s performance in the past.
  6. The Maintenances tab provides a timeline of the upcoming releases—this is just what Matt is looking for.

Current Status screen displaying the health of the cantrell15 domain on the NA50 instance.

Matt clicks the Maintenances tab and sees a list of upcoming releases. He learns that the next major release is the Winter ’19 Major Release on October 5, 2018. Salesforce plans to start it at 9:00 P.M. 

Maintenances tab displaying a timeline of past, present, and upcoming releases, including the Winter ’19 Major Release in October 2018.

We don’t list the major Financial Services Cloud releases separately, but as we mentioned earlier, they happen right after the major Salesforce releases.

What Actions Do I Need to Take?

While the release itself happens automatically, most customers need to perform some tasks before and after the upgrade to make sure that the process runs smoothly. Before each major release, Salesforce sends you an email describing any changes you must make before and after the release. Follow those instructions to ensure the upgrade goes smoothly.

Note: Before the upgrade, make sure that you haven’t created any configurations that the release will overwrite or that will be in conflict with the new release. Here are a few examples.

  • Customizations to packaged compact layouts will be overwritten with the default configuration in each release. To avoid the overwrite, clone the packaged compact layout, customize the cloned version, and then assign it to your user profiles.
  • Deactivation of packaged record types will lead to upgrade failures. Instead, unassign the record type from the record type settings section on all user profiles.
  • Deactivation of packaged sales and lead processes will lead to upgrade failures. Instead, dissociate the sales or lead process from all opportunity and lead record types.

To learn more about potential configuration conflicts in packages (Financial Services Cloud is a managed package), check out the packages-related links in the Resources section.

After the release, go through each post-upgrade step in the Financial Services Cloud Upgrade Guide to enable and set up new features.

Resources

retargeting