6 Best Practices for Salesforce Release Management

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• 6 Best Practices for Salesforce Release Management

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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

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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, its 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.

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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.

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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?

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