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Release management is one of the most challenging aspects of the Salesforce platform. The availability of limited tools and complex functionalities add direct impact on business, particularly for the organizations that are larger in size. nâ€œJanBask helps you with best Salesforce release management strategy so that your business can gain the most from their Salesforce investment.â€n
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Release management is one of the most challenging aspects of the Salesforce
platform. The availability of limited tools and complex functionalities add direct impact
on business, particularly for the organizations that are larger in size.
“JanBask helps you with best Salesforce release management strategy so that your
business can gain the most from their Salesforce investment.”
From individual developers to large sized team, the best practices discussed in the blog
will help you to manage risks, improves the overall success rate for the Salesforce
deployment and maximizes cost efficiency too.
About Salesforce Release Management and why it is important?
Release management provides a framework to control changes and promote the
advanced version and align it with the current releases. Application development with
Salesforce is much easier and faster when compared to the previous platforms.
A complete range of deployment management tools are also available that are
sufficient for small sized organizations but there is an emergency need for a more
integrated approach which employs release management for large organizations.
Here, best salesforce release management practices can help organizations to manage
their product deployments effectively across different departments.
Challenges for effective Salesforce Release Management
Different release environments– The code has to pass through various release
environments before it is deployed to the production. Having a strong
maintenance of all these release environments is a challenge that needs to take
care at each sandbox level.
Different parallel releases– Release are of multiple types like major releases,
minor releases, daily releases, weekly releases etc. Making sure that product
development and release environments are perfectly synchronized with
parallel releases is still a challenge.
complex and heavy due to custom objects, large permission sets, profiles etc.
This is a challenge to manage all of these elements at the time of deployment
without any destruction.
Out-of-Sync Environment– Every time when changes are made to the
Salesforce release environment then it may be difficult for the developers to
keep a track of progress and production organizations go out-of-sync in the
No Version controls –Since changes are made to custom objects, metadata
members, salesforce release environments, profiles etc., this may be difficult
for the developers to keep track of each version control and roll them back.
This ultimately leads to overwriting of code in the end.
Best Salesforce Release management practices
Here, is your complete guide to best Salesforce release management practices that
works amazingly for any organization instead of its size and production environments.
Let us discuss on each of the suggestion one by one and implement them in the same
way to get most of your Salesforce investments.
Design the right sandbox for your release
This is the primary requirement for effective Salesforce release management where
you have to focus right sandbox designing for various releases at the different phases.
As per our experience, you should design separate sandbox for development, training,
testing etc to get the best results in the end.
Plan for best continuous integrations to automate the deployments
For the companies larger in size, this is necessary to have proper version control and
continuous integration mechanism so that team can effectively manage the risks,
control changes, and roll them back whenever it is required. The process not only
saves your development time but make the overall deployment of the product much
faster than your expectations.
When you set up continuous integration, it makes sure that code has been integrated
throughout the development process and issues are addressed at the same time only.
Here is a list of best practices for continuous integration –
First of all, you should maintain a central version control repository.
A developer needs to commit changes frequently, at least once a day. If it
would happen then you would be able to know the actual state of the
A developer needs to integrate frequently so that changes can be rolled back
and integration issues can be resolved quickly if any.
Now automate the deployment and perform regression testing based on the
Model the Salesforce release environments across departments
First of all, you should run local tests to a development environment so that issues can
be detected and fixed to the earliest stage and you may experience a better
deployment release across departments. Now, this is necessary to validate the various
components before they are finally deployed. If there are any issues then make sure
that they are rolled back and fixed earliest.
You should focus on recent validations only that are performed during last week or last
few ways to make the deployment faster. The quick validations accelerate the
deployment rate much faster than your expectations. In the end, run only a subset of
tests instead of performing all tests together so that overall test execution time can be
Release Calendar Management
The releases need to scheduled well and there is need to prepare a proper release
calendar for this purpose so that you can notify users before time and make sure that
all changes are clearly visible as expected by the users. Most importantly, you should
consider salesforce releases timelines and make then properly aligned with your
project releases for better Salesforce release management.
Mention sign off criteria for each release phase
You should mention the sign-off criteria for each release phase not for production
environment only. When entry and exit requirements are well-defined then they are
easy to meet as expected by the users.
Privacy of release environments
This is necessary that different release environments should not be accessed directly
for bug detection and bug fixes. The best idea is to define security criteria for each
release environment to enhance overall privacy and accelerate the deployments.
Pre/post deployment operations management
There are certain tasks that need to check manually on different release environments.
The manual tasks include pre/post operations management for faster deployment.
Regression test automation
As soon as the complexity of apps grows over time then it is necessary that regression
testing should be automated so that changes can be managed effectively and it should
be clearly visible for faster release velocity.
You have to make sure that future Salesforce releases are not going to affect your
current releases. This is the reason why Salesforce releases should be scheduled well
and notified in advance to avoid the later complications. You should send notification
at least one month earlier the major release and try to add maximum functionalities to
the newer version to make it even more popular and useful.
Considerations for deployment window
For the deployment window, you should set a limit on the number of users that can
access your product or application. Send frequent alerts or notifications to the active
users about future releases or versions. You need to lock the access during the
maintenance window and allow administrators to access the maintenance window to
make the necessary changes. Also, rollback users, profiles or tabs if you want them to
access relevant details during deployment window.
With this blog, you know how to overcome the Salesforce release management
challenges and adopt the best practices to manage the risks and accelerate the
deployments. JanBask team helps you with a well-defined framework for Salesforce
release management that is beneficial for almost every business worldwide instead of
their size or location.