Future-Proofing Your Salesforce: Everything Financial Service Providers Need to Know in 2024

Jenna Trott  |  FEBRUARY 21, 2024  |  5 Minute Read

Financial institutions, whether they’re banks, credit unions, insurance companies, investment firms, or other entities, are entrusted with a multitude of responsibilities, each integral to their ability to serve clients effectively and remain competitive. Should maintaining their Salesforce instance be considered one of these responsibilities? For those who have embraced Salesforce as a core component of their daily operations, the resounding answer is an emphatic “yes.” However, Salesforce is not merely a piece of software; it is the central nervous system of customer relationship management and there’s a lot that goes into maintaining it. With three key updates a year, it can sometimes be difficult to know which changes may impact your existing customizations and regulations. A key question emerges, “How can financial institutions effectively maintain their Salesforce instance without disrupting their business and without compromising on their responsibility to deliver the superior experiences their clients deserve?”

Salesforce Critical Releases

Salesforce periodically releases “critical updates”, serving as vital fixes for issues and enhancements to boost performance. When one of these critical updates is released, Salesforce sends you a notification the first time you access the “Setup” menu. It’s important to note that some of these updates may affect your customized settings. However, Salesforce provides a testing phase known as the “opt-in period.” During this time, you’ll have the flexibility to manually activate or deactivate the update as needed for testing purposes.

But here’s the catch – the opt-in period doesn’t last forever. Salesforce sets an auto-activation date, after which the update becomes permanent. This underscores the importance of including a review of critical updates in your overall release strategy. The pathway to success lies in your ability to establish a robust release management process, including:

  • Release Planning
  • Sandbox Strategy
  • Change Control and Governance
  • Version Control
  • Release Packaging
  • Testing and Quality Assurance
  • Deployment Planning
  • Communication and Training
  • Rollback and Contingency Planning
  • Continuous Maintenance
By taking a proactive stance in managing these critical updates, you are safeguarding the stability and peak performance of your Salesforce instance. If not, your business runs the risk of:
  • Missed Opportunities
  • Increased Technical Debt
  • Decreased Stability
  • Security Vulnerabilities
  • Limited User Adoption
  • Increased Technical Complexity
  • Lack of Compliance
  • Inefficient Development and Testing Causing Hidden Issues
Ultimately, it can become a time-consuming ordeal to ensure that everything in your Salesforce instance is functioning properly, diverting valuable resources from core business responsibilities. Imagine the frustration of grappling with compatibility issues and inefficient processes while vital opportunities slip through your fingers. In this high-stakes environment, efficient management of Salesforce isn’t something that’s nice to have; it’s the linchpin that ensures you can focus on what truly matters – your clients.

What Financial Institutions Need in 2024

The rate at which Salesforce is continually innovating, modifying, and updating can be dizzying, often leaving those not deeply immersed within the ecosystem struggling to keep up. What financial institutions need is a way to delegate the responsibilities of managing their Salesforce instance so that they may instead focus on serving their clients. That’s where an implementation partner emerges as a beacon of opportunity. Here’s how leveraging their expertise can be a game-changer:

Tap Into a Wealth of Expertise with a partner’s rich knowledge and hands-on experience in Salesforce release management. A prolific understanding of technical intricacies and industry-specific best practices ensures flawless execution and tailored solutions that meet your unique business requirements.

Reduce the Burden on Internal Resources by outsourcing the intensive task of managing Salesforce releases to an experienced partner. This allows your internal teams to concentrate on core business functions, innovation, and strategic initiatives, not only enhancing productivity but also reducing the risk of burnout and turnover among your staff.

Experience Scalability and Flexibility that cater to your changing requirements. Whether it’s accommodating rapid growth or temporarily scaling down, a Salesforce partner can tailor your system to your evolving needs while also offering support for special projects and peak release periods to maintain the agility of your Salesforce environment.

Leverage Proactive Risk Management Strategies like comprehensive assessments, safeguards implementation, and contingency planning. Salesforce releases carry inherent risks such as potential disruptions, data integrity concerns, and downtime – all of which can be expertly managed by an implementation partner to minimize adverse impacts and ensure uninterrupted business continuity.

Undergo Rigorous Testing, including unit testing, integration testing, and user acceptance testing, to ensure successful Salesforce releases. An implementation partner, well-equipped with comprehensive testing methodologies, prioritizes quality assurance to identify and rectify issues before they can impact your operations, ensuring a smooth transition.

Minimize Business Downtime and streamline deployment with integration partners that follow well-defined release processes, adhere to best practices, and leverage automation. This not only reduces the chance of errors but also accelerates the adoption of new Salesforce features and enhancements.

Receive Ongoing Support beyond the release, including post-release monitoring, issue resolution, and optimization services. Leveraging a Salesforce implementation partner thereby ensures the ongoing stability, security, and alignment of your Salesforce environment with your evolving business needs.

Stay Up-to-Date with Salesforce’s frequently changing platform and the latest features and functionalities with an implementation partner. Your partner will diligently monitor all changes, ensuring your organization remains up-to-date and enabling you to leverage Salesforce’s full potential to maintain competitiveness within the financial services industry.

Maintaining a Salesforce instance is not just a responsibility; it’s a strategic investment that underpins the core functions of financial institutions. It ensures that these organizations can operate efficiently, securely, and competitively while delivering exceptional customer experiences and staying in compliance with industry regulations. In today’s data-driven and customer-focused financial landscape, Salesforce maintenance is not an option; it’s a necessity for sustainable success.

Why Access Global Group?

When it comes to selecting the right partner for technology integration and digital transformation, the experience of the company you choose is of utmost importance. Access Global Group is a Salesforce Summit (Platinum) level partner with nearly two decades of experience in Salesforce support, maintenance, and management services. Our team of certified experts knows Salesforce inside and out, meaning that when they come to you, no stone is left unturned and any conflicts are quickly addressed with agility and accuracy. With 5-star ratings on the Salesforce AppExchange and G2, our team offers a unique blend of global deployment expertise coupled with the agility of a boutique firm and a one-of-a-kind project methodology that places our clients at the forefront of every decision. Your successes are our successes, so we’re dedicated to providing solutions that align with your evolving requirements and aspirations.

We invite you to reach out to us with any questions or concerns regarding your Salesforce instance, we’d be happy to discuss a solution that best fits your needs at this time.

From proposals to quotes, contracts and more, Access Docs allows users to create and send consistent and accurate documentation to clients in a few simple clicks.


A seamless connection between Salesforce and QuickBooks. With automation of key processes, this application works to eliminate manual and duplicative efforts to empower your team.



A seamless connection between Salesforce and QuickBooks. With automation of key processes, this application works to eliminate manual and duplicative efforts to empower your team.



Get the latest Salesforce news

Subscribe to get the latest Salesforce blogs, guides, industry reports, events, and all things Salesforce related!

Let's Get Started on Your Salesforce Project!

Digital Transformation Powered by Dedication & Expertise! Chat With Our Experts Today!

Managed Services
AI & Data
Access Commissions
Customized commission plans to best suit organizational goals
Access QuickBooks
The seamless connection between Salesforce and QuickBooks
Access Docs
Premier document generation tool for streamlining work processes
Access Payments
Complete control over processing payments in Salesforce


Mortgage & Lending
Wealth Management
Public Sector
Financial Services Cloud
Sales Cloud
Marketing Cloud
Experience Cloud
Data Cloud
Service Cloud
Einstein AI
Commerce Cloud


Customer Stories


About Us
Access Global Group is your go-to for Salesforce solutions

Careers We're Hiring!

We’re hiring, check out our opening roles