Salesforce Spring 23 Update

100%

Status

Completed [Completed]

100% complete, updated on Fri 2/17/23 3:15 PM by Wendy Bentley

Changed Status from In Process to Completed.
Changed Health from Green to None.
The Spring 23 update went smoothly including making updates to SSO to support changes introduced by Salesforce.

Details

Dates
Thu 9/1/22 - Fri 2/17/23
Acct/Dept
IT Support Services
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
Sun 8/28/22 2:53 PM
Modified
Fri 2/17/23 3:15 PM
Closed
Fri 2/17/23 3:15 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.
We will measure the impact of this project with the amount of downtime expected vs. actual downtime experienced during the update process.
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.
If we do not make the necessary changes, access to Salesforce will be disrupted, URLs for visual force pages, email images, chat deployments, portals, TargetX events, and more will be broken.
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.
Thousands

Project Costs

Funding Status
Funding is not necessary

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.
The Customer Engagement team hopes to keep downtime to a day or less. As we continue to work through the necessary steps, we will have a more concrete idea about the amount of time it will take to make the changes required after Salesforce updates our org.
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.
This change will be enforced by Salesforce on February 3rd. We will need to deploy the changes before that date.
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 is going to make the updates regardless of whether we are prepared or not. Therefore, the Customer Engagement team must make the necessary changes to keep the system downtime to a minimum.

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
Zoe DiMercurio
Megan Utter
Kevins Storkan
ISEC SSO resource
NOPS resource
ESYS Email relay, SPF, DKIM, and DMARC updates
DoIT Departments Involved
Any Division of IT departments that will be involved in this project.
EAPP (Enterprise Applications)
ESYS (Enterprise Systems)
ISEC (Information Security)
Complexity of Implementation
What is the complexity of the project?
Moderate (multiple 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.
New features in an existing system, wide breadth/depth

Description

The Spring 23 update introduces several significant changes that must be addressed by the Customer Engagement team to avoid major disruption of service:
1. Salesforce is moving to enhanced domains
2. Salesforce is moving to a newer version of SAML
3. Feature retirement for APIs
The changes will be applied by Salesforce in our production environment on February 3rd. After the update, the Customer Engagement team will need to update URLs, and make changes to our SAML configuration. Prerequisites for the change include updating the TargetX packages to the August 22 release.

Systems Affected

  1. FormAssembly

  2. Salesforce

  3. SSO

  4. TargetX

Manager

WB
Wendy Bentley

Sponsor

Scott Kodai
Scott Kodai