Overview

Once your packages are updated inside of your Sandbox environment, it’s essential to validate functionality and communicate changes across your teams. This guide outlines recommended post-update actions.

Step 1: Review Release Notes

• Confirm which features, fixes, or changes were introduced
• Note any breaking changes or deprecated features
• Identify any additional package dependencies required

Step 2: Validate Functionality

Perform checks on:

• Scheduler console and workflows
• Mobile application behavior
• Integration endpoints (APIs, Apex triggers, flows)
• Permission set assignments

Step 3: Communicate Internally

• Inform relevant teams (schedulers, care teams, etc.) of changes
• Update training materials if new features impact workflows
• Include update summaries in weekly standups or huddles

Step 4: Maintain an Internal Log

Track package updates with:

• Version number
• Sandbox install date
• Production install date
• Summary of tested areas
• Notes on issues or custom modifications

Need help or have questions? Reach out to your Skedulo CSM or open a support ticket via Skedulo Help Center.