Salesforce Winter 23 Update

100%

Status

Completed [Completed]

100% complete, updated on Mon 10/10/22 4:22 PM by Wendy Bentley

Changed Status from In Process to Completed.
Changed Health from Green to None.
The Winter update was completed successfully on Friday evening and no reported issues occurred through the weekend into Monday.

Details

Dates
Mon 9/12/22 - Mon 10/10/22
Acct/Dept
Enterprise Applications
Service
Project and Change Management Office / Information Technology Project Request
Type
IT Projects / DoIT Project
Health
None - No health has been set
Portfolio(s)
Classification
Projects *Deactivated*
Created
Mon 8/22/22 4:37 PM
Modified
Mon 10/10/22 4:22 PM
Closed
Mon 10/10/22 4:22 PM

Change Impact

How will you measure the impact of this project?
What are some metrics or KPIs that will be used to measure success? Think about the five metrics to measure: quality, quantity, timeliness, cost, and customer satisfaction.
The successful deployment of the latest TargetX packages through the Aug 22 release
The successful deployment of Salesforce Winter 23 release with no broken links
Successful update to SAML authentication with no disruption of service
What are the consequences of not doing this project?
For example: direct significant negative consequences to the University, unable to conduct basic services; failure to resolve customer complaints or requests; loss of opportunity for improved service delivery or efficiency. Please explain.
Instance Change Over is likely to break all of the URLs below:
Ran the hardcoded url checker
829 items (majority are email templates)
There is an option to update the urls but further investigation needs to occur before mass updating 829 email templates
would need to update after the change over
3 Visual Force Pages
New contact creation override
STAR Center Kiosk
ADMIN SIDS
1 Web tab (new contact creation page)
Investigate how relative urls are updated during the process
IP Addresses will change
Need to determine the new IP addresses and get them on the SPF record
Email relay
Check to make sure access won't be disrupted when the IP address changes
Check the SAML configuration to make sure the new instance change won't impact our current config
How many employees will be impacted by this change?
Select the size of the employee population that will be impacted by this request.
Hundreds
How many students will be impacted by this change?
Select the size of the student population that will be impacted by this request.
A few

Project Details

Project Champion
Person who voluntarily takes special interest in the adoption, implementation, and success of the project. They will help enforce the project solution with internal resources and promote it across campus.
Divisional VP Support
Does your divisional VP support this request?
Yes
What would a successful solution look like?
What outcome will you have at the conclusion of this project? If this proposal is one of a multi-phase project, please explain your plans, goals, and timelines for subsequent phases.
Successfully update our instance with the TargetX packages through Aug 22
Successfully update URLs to avoid broken links
Successfully deploy the Salesforce Winter Update without any disruption of service
Executive Sponsor Division
The executive sponsor's campus division.
Information Technology
If this request is mandated, please provide details about what's driving the mandate.
If you selected Chancellor's Office, legal or collective bargaining requirement, please provide details about the policy, law or executive memorandum that’s driving the mandate.
Salesforce automatically applies through updates per year on a predetermined schedule.
Is there a mandated or requirement driving this request?
Please indicate whether or not this request is mandated or required. If it’s mandated or required, you will be asked to attach supporting documentation.
Required (not mandated) to keep a campus system running properly
Campus Enduring Commitments & Strategic Goals
For more information about the Campus Enduring Commitments and Strategic Priorities, please go to https://www.csuchico.edu/strategicplan/enduring... and https://www.csuchico.edu/strategicplan/.
Strategic Priority: Resilient and Sustainable Systems
Deadline Reason
Describe the business requirement or reason for the project deadline.
Salesforce will apply their changes on October 7th. Any testing and config changes must be made before or right after the changes have been applied in production.

Project Resources & Effort

What resources will this project require?
Identify the department and/or individuals that might need to work on this project and the estimated number of hours required for each individual.
Donovan St. Clair
Ryan Richter
Wendy Bentley
DoIT Departments Involved
Any Division of IT departments that will be involved in this project.
EAPP (Enterprise Applications)
Complexity of Implementation
What is the complexity of the project?
Minimal (minimal system interfaces/impacts/dependencies)
What is the solution type?
The solution type translates to the level of impact on IT staffing and technology maintenance. Based on consultation with your IT representative, pick the best fit for your proposed solution.
Upgrade to existing infrastructure/code

Description

The Winter 23 update will be deployed in production on October 7th. There are several changes that the Customer Engagement team will need to test prior to the update getting applied including:
-Migrating our instance to a new stack which will require us to update any hard-coded URLs
-Preparation for the move to enhanced domains including updates to TargetX through Aug 22 releases

Systems Affected

  1. Salesforce

  2. TargetX

Manager

WB
Wendy Bentley

Alternate Manager(s)

ZD
Zoe DiMercurio
MU
Megan Utter
DS
Donovan St. Clair

Sponsor

WB
Wendy Bentley