How should admins pilot updated UI framework introduced in the fall 2025 CRM release without disrupting users?

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.

Deploy the new email-to-case engine in a sandbox or test queue first, connected to a subset of support email addresses.

Route pilot cases to a small internal agent group while keeping the legacy engine active for others.

Validate routing accuracy, SLA triggers, and automation rules before switching all production mailboxes.

Set up Data Cloud Unification in a sandbox or separate staging tenant connected to masked production data.

Test identity resolution, matching rules, and data ingestion workflows with a limited dataset.

Grant access only to admins or data stewards, validate merge accuracy, and deploy to production in phased cohorts.

Go to your CRM’s Data Retention or Audit Settings and locate the Activity Timeline section.

Set custom retention durations (e.g., 12 or 24 months) for activity and field history objects.

Use the latest audit/field history tools to auto-purge or archive old records while preserving compliance logs.