Summer '26 is 3 days out. What's on your pre-launch checklist?
Here's the 6-point checklist I run before every major Salesforce release:
1. Audit active Flows — especially anything touching Leads, Cases, Opportunities
2. Lock down Autonomous Field Permissions — Agentforce defaults are permissive
3. Refresh your Sandbox — test Summer '26 features there first
4. Review Permission Set assignments — new Agentforce features = new permissions
5. Brief your end users — the UI is changing; a 3-sentence email prevents a wave of tickets
6. Document your rollback plan — you can't revert the release, but you can disable features fast
How are you preparing for Summer '26? Anything on your checklist I missed?
Drop your prep tips below 👇
#Agentforce #Salesforce Admin
That’s a solid checklist. One item I’d add is reviewing integrations and API-dependent automations, since release changes can sometimes create unexpected issues outside of core Flows and permissions. I also like validating key reports and dashboards after sandbox testing to catch any data visibility problems early. Similar to how users ask how much does David Lloyd membership cost, before committing to a gym, end users often want clear expectations before a major platform change, which makes your communication step especially valuable.
