Mastering Salesforce Summer ’17
I was talking to some of my friends from the community at a DUG the other day and was surprised to hear that they were simply skimming through the release notes "because they're getting too big these days". I argued that as a professional there's no magic, you do need to learn what's new if you want to use the cool new features. It may be that we need to start specialising ourselves as a consultant, but there's no doubt that we need to stay current.
So, in this spirit, I'm trying to ease the transition to the new release by bringing in this one post all the resources that will make it easier for you to digest the “Summer ’17” release notes.
If you haven't yet read my old but maintained post, Preparing Your Maintenance Exam, I suggest you do it now.
My approach to is to enjoy the journey first (steps 1 to 4) and then get serious, drilling down into the details (steps 5 and 6).
- 📺 Watch some videos
- 🐻 Get your Trailhead badge
- 🌍 Browse the best blogs
- 📘 Read Salesforce's resources
- 🍄 Learn the Release Notes
- ☁️ Play around with your DE org
- 🚀 Take the exam
New Release Study: It's not about the maintenance exam. It's about configuring Salesforce to its best in your next project. Your clients will thank you for that!
📺 Salesforce has a YouTube Channel where you'll find all of their release specific video content. I find it a great way to start your new release study work.
In a different style, you may also want to have a look at the [Release Readiness Live Admin](https://www.salesforce.com/video/942036/) and [Release Readiness Live Developer](https://www.salesforce.com/video/962218/) videos. They're an hour long entertaining talk shows discussing the ins and out of each of the Salesforce modules.
🌲 You can now access one full year worth of release training on Trailhead. Ideally, you shouldn't need it, as it's best to always stay up-to-date with the current release but at least you've got this flexibility.
So, go ahead and have fun to learn about the new features with the trail Prepare for Salesforce Releases.
The Summer '17 Trailhead module has been shortened to four units and focuses on the frequently used clouds. It's an excellent way to dive into "learning mode".
🌍 I have handpicked the posts below from the best bloggers in the Salesforce community. They provide a different perspective and interesting use cases for the new features.
- Ben McCarthy: Sales Cloud Lightning
- Gear CRM: Sales Cloud, CPQ, Service Cloud, Community Cloud
- Ines Garcia: Top 6 Classic UI Features
- Jen Lee: Lightning Highlights
- Mark Cane: Platform Highlights
- Prittam Shekhawat: Top 17 Lightning Features
- Rakesh Gupta: Summary
📘 I strongly recommend you check the Release Readiness & Feature Adoption resources page and maybe join the Success Community Group.
One of the great resources I found there is the Customer Resource page.
The Salesforce Developer evangelism team regularly publishes release centric posts.
🍄 I guess you know it by now, the Release Notes come in two flavours.
- PDF file: I use them in the train, downloaded to my iPad to make the best of otherwise wasted time.
- HTML page: I use them on my laptop when I need advanced search capabilities.
☁️ Now, get a one of your DE orgs and try out what are, in your opinion, the most important features. When done, use whichever features feel confusing or complicated to you. Play around, have fun, learn.
🚀 At this stage, the maintenance exam will be a breeze. I’m doing the exam using two monitors with WebAssessor on the main screen and two browser tabs on the second screen: (1) HTML release notes & (2) a DE org ready for quick tests.
I hope you enjoyed this post. Don't hesitate to ping me on Twitter if you have any comment or question. Bye for now!