How should admins pilot agent automation introduced in the fall 2025 CRM release without disrupting users?

Create and test the updated permission sets in a sandbox or staging org first.

Assign them to a small pilot group to verify access levels, object visibility, and data security.

After confirming expected behavior, roll out incrementally to broader user roles in production.

Set up the new sandbox testing tools in a non-production org first.

Run small-scale tests with masked data to validate automation, deployment scripts, and refresh behavior.

Give access to admins and QA teams only, review test results, then expand usage gradually to other teams.

Activate field history tracking in a sandbox environment on a few key objects only.

Verify that tracked changes appear correctly in reports, audit logs, and API queries.

Roll out to production in phases, starting with non-critical fields, to monitor performance and user impact safely.

Enable the new retention policies in a sandbox or staging org with masked production data.

Test record archiving, deletion, and recovery rules on non-critical objects first.

Review audit logs, verify compliance settings, and roll out gradually with clear communication to affected teams.

Spin up a sandbox or integration test org using the new API version from the Fall 2025 release.

Run all connected apps, middleware, and scripts to identify deprecated endpoints or response changes.

Update affected integrations, retest workflows, and deploy fixes before switching production to the new API version.