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6 Best Practices for Salesforce Release Management

Here are 6 things you can do to improve your Salesforce release management tactics and organize your DevOps processes.

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6 Best Practices for Salesforce Release Management

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  1. Click to d text 6 Best Practices for Salesforce Release Management www.autorabit.com

  2. Here are 6 things you can do to improve your Salesforce release management tactics: ▪ Separate Projects into Groups ▪ Define Roles and Expectations ▪ Automate When Possible ▪ Test, Test, Test ▪ Templatize the Process ▪ Monitor for Inefficiencies 6/3/2022 www.autorabit.com 2

  3. 1. Separate Projects into Groups ▪ Your Salesforce development pipeline can be used to create a variety of projects with varying degrees of complexity and breadth. Development projects can be separated into three categories that will determine the amount and levels of attention needed for a successful deployment. 2. Define Roles and Expectations ▪ Now that you know what type of attention to give your project, it’s time to take the planning stage another step forward and assign team members to various tasks. A trued DevSecOps pipeline will include the efforts of multiple teams at the same time. Keep this in mind when delegating tasks. 6/3/2022 www.autorabit.com 3

  4. 3. Automate When Possible ▪ A successful deployment will include high quality code produced and tested in a reasonable amount of time. Many of these tasks can be redundant or monotonous which makes them perfect for automation. 4. Test, Test, Test • Salesforce release management is an effort to streamline operations and ensure a successful release. And the best way to make sure your new development project will operate correctly upon deployment is to test every possible aspect of it. 6/3/2022 www.autorabit.com 4

  5. 5. Templatize the Process ▪ Every development project is going to be unique in certain ways. However, there are going to be consistent aspects of the process, depending on which of the three categories the project falls into. ▪ Establish standards for each type of development project and use them to shape your approach moving forward. 6. Monitor for Inefficiencies ▪ Your DevSecOps pipeline should be in a constant state of evolution. Pay attention to each step along the way. Do you notice any trends over the course of a few projects and releases? Are there things that are working while others are not? 6/3/2022 www.autorabit.com 5

  6. Contact us or Request a demo https://www.autorabit.com/request-a-demo/ info@autorabit.com +1 925 500 1004 548 Market Street PMB 98272 San Francisco CA 94104-5401 www.autorabit.com Click to add text Click to add text Source: 6 Best Practices for Salesforce Release Management 6/3/2022 www.autorabit.com 6

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