Salesforce professionals understand the importance of maintaining a healthy development environment. Here’s a concise outline of the 5 key areas to consider for a seamless Salesforce sandbox to production strategy:
1. Sandbox Environment Strategy
– Define distinct roles for each sandbox type (Dev, QA, Full, etc.)
– Align sandbox refresh cycles with release schedules
– Utilize sandboxes for training without affecting production data
2. Source-Driven Development
– Implement version control systems for tracking changes
– Use metadata and code in unison to manage revisions and history
– Embrace collaborative development practices with shared repositories
3. Metadata Deployment
– Employ change sets for simple migrations
– Leverage Salesforce CLI for scripted deployments
– Utilize deployment tools like Ant or Gearset for complex scenarios
4. Testing and Quality Assurance
– Enforce a rigorous testing process, covering unit, integration, and user acceptance tests
– Utilize test automation to ensure high-quality deployments
– Perform tests in sandboxes that closely replicate the production environment
5. Release Management
– Develop a clear release plan outlining steps, responsibilities, and timelines
– Use staging environments to perform final pre-release tests
– Monitor and address post-deployment issues promptly
Navigating these areas with precision can enhance the quality and efficiency of your development workflows in Salesforce.
You can read it here: https://go.alexandreruiz.com/pardotcontent/move-account-engagement-pardot-assets-between-sandbox-and-production
Source from greenkeydigital(dot)com