FlexDeploy with Salesforce
Salesforce is the popular SaaS based CRM used by many companies to power all aspects of the sales lifecycle. With companies focused on delivering high quality software faster, many are looking to DevOps and automation solutions which help them achieve speed at scale, while improving quality and more effectively managing the cost and risk associated with software delivery.
Migrating Salesforce changes across environments is a manual, tedious, and error-prone process. It is difficult to tell what needs to be migrated across sandbox environments, and there isn’t clear visibility into what has been migrated to each environment, when the changes were made, or by whom. Companies have tried various solutions but keeping metadata in sync between sandboxes and organizations is a time consuming and error-prone challenge to say the least.
FlexDeploy’s support for Salesforce changes all of that, establishing an automated and repeatable process for making changes across your sandbox, test, and production environments. FlexDeploy helps to automate many Salesforce development methodologies – Org Development, Source-Driven Development, No-Code Development, or Low-Code Development, and supports Advanced Developers. FlexDeploy supports Salesforce DX-Based Development and it helps when users migrate from Sandbox-Based Development to DevHub-Based Development.
FlexDeploy increases the speed of making changes by automating tasks which would have otherwise been performed manually or with customized scripts. Because the changes are automated, the quality increases significantly, driving down the time and cost of delivery. Visibility to what, when, where, and who improves significantly, and users can use dashboards and reports to gain insight to real-time and historical data associated with the Salesforce implementation. No more wondering what caused the issues, or having to scramble to execute audits successful. All the information you need, at your fingertips.
Before Deployment Automation
|Slow and error prone changes across all environments, leading to unhappy IT leaders, Business, and Customers.|
|Manual activities and script development/maintenance is costly, reducing the time spent on activities which directly contribute to business value.|
|Deployments into test and production environments are error-prone, negatively impacting business results and increasing the time spent troubleshooting and rectifying deployment related outages.|
|Employees satisfaction is negatively impacted because developers and other highly skilled professionals spend time on lower level activities which do not utilize their skills.|
|Lack of automation results in poor visibility to changes and too much time spent figuring out what’s deployed where, when changes were made, and who made the changes.|
After Deployment Automation
|Increased speed and agility of software delivery results in the ability to deliver consistently, more often, and reduce the feedback cycle.|
|Development, Operations, and Supporting teams can focus their talents and energy on applications and services vs lower-level tooling and manual activities.|
|Automated deployments reduce errors, time spent troubleshooting, and the negative impact of outages across test and production environments.|
|Employee satisfaction and retention improves significantly. Development and IT professionals do what they do best, and avoid the stressful nights and weekends dealing with production releases and issues.|
|Visible comparison of changes from sandbox or scratch org environments makes identification of changes easy. Manage packages with ease and track where they got deployed.|
- Deploy changes to Classic, Lightning, DevHub (Salesforce DX) environments.
- Deploy metadata, settings, Apex classes, and profiles to Salesforce Orgs and sandboxes.
- Continuous Integration from source control to a sandbox.
- Continuous Delivery of source control changes through a gated release pipeline.
- Rollback change when needed.
- Execute Apex test cases and view the results in FlexDeploy.
- Automate promotions based on test results.
- Identify and retrieve changes from Salesforce development orgs (sandboxes or scratch orgs). Compare the changes with the files in your source control tool (e.g. Git).
- Commit changes selectively from Salesforce into source control.
- Create branches for easy and controlled deployment.
- Manage Packages with Unit test execution settings.
- Continuous Integration of changes through a gated release pipeline.
FlexDeploy Loves Salesforce: Blog Series
In this blog series, learn how DevOps concepts such as Continuous Integration, Continuous Delivery, Test Automation, and Release Automation are implemented within FlexDeploy for Salesforce
- Source Control Your Salesforce Changes
- Deploy Salesforce Apps and Metadata Objects
- Build and Deploy Salesforce DX Apps
- Unit Test and Test Automation for Your Salesforce
On-Demand Webinar: 10 Salesforce Deployment Challenges to Overcome
Tune into this on-demand webinar highlighting FlexDeploy’s support for Salesforce. You’ll learn how FlexDeploy:
- Increases the speed of making changes via automation
- Eliminates the need for customized scripts that need to be developed and maintained over time
- Improves the quality of releases significantly, driving down the time and cost of delivery
- Provides visibility to what, when, where, and who of the delivery lifecycle
- Helps troubleshoot when errors arise