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Agile Release Management Best Practices

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Anmol Oberoi
Anmol Oberoi

This document discusses best practices for agile release management for Salesforce admins. It recommends setting up a sandbox structure for different stages of development and testing. Key benefits of agile release management include more frequent releases with shorter response times to changes. Best practices include using version control, having rollback strategies, collaborating with others on reviews, and communicating schedules. It suggests adopting agile frameworks to release iteratively in time-boxed sprints. Overall, the document provides guidance on implementing agile processes and tools to streamline releases of Salesforce configurations and applications.

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Agile Release Management Best Practices for Salesforce Admins
Housekeeping ● You are muted ● Poll Questions ○ Please answer our questions :) ● Questions/Chat box ○ Ask your questions here! ○ We will be monitoring it throughout but feel free to “raise your hand” if it’s an urgent question
Presenters Emcee/Moderator Tori Bealer Director of Events Marketing Your Instructor Stephen Crane - Product Manager at Prodly Stephen is an experienced product manager focused on driving vision and roadmap for SaaS businesses. He has delivered multiple concept-to-launch software introductions in both mid and large SaaS companies; he is continually focused on combining the best of people, data, and design to deliver positive user experiences and business outcomes. He currently oversees Prodly AppOps flagship product and is focused on making the management of complex cloud apps built on Salesforce easier for admins.
Agenda ● What is agile release management and objectives of implementing it ● Key benefits to business operations ● Dos and don’ts of agile ● How to get started with agile release management
Agile release management Release management is the process of planning and scheduling the deployment of a software version through different stages and environments (orgs). Source control involves managing changes to code versions pushing into a branch to be routinely tested before it is released into a production environment. Release Manager/Coordinator is responsible for planning and scheduling all the items that comprise a release; coordinates with Product Owners, Quality Managers, Change Managers, DevOps Team. Agile is a methodology used to release changes in time boxed “sprints” iteratively.
Release Management for Salesforce
Benefits ● More frequent and smaller product releases ● Shorter response times to changes in requirements and/or priorities ● Reduced post production support due to inherent Quality Assurance ● Fewer defects ● Reduced costs
Best Practices - Your Do’s 1. Setup your sandbox structure to scale, using specific orgs for each stage in your workflow; be aware of each org type storage limits & cost 2. Treat configuration data with the same rigor as meta-data and code 3. Consider using a version control system as your source of truth for change management 4. Have a rollback strategy to protect production org 5. Consider adopting agile framework to release more frequently 6. Routinely test throughout the configuration lifecycle 7. Build a culture of collaboration and invite others to participate in release reviews 8. Make collaborating virtually fun (“virtual high fives”)
Best Practices - Your Don’ts 1. Don’t make changes directly in production 2. Don’t push changes without securing proper review & approval 3. Don’t discount the importance of change management process and adopting version control system 4. Don’t forget to communicate to stakeholders regularly about your release sprints & schedules 5. Don’t forget to integrate into existing developer workflows
Getting started: Agile release management for low-code apps
New type of data Objects Fields Apex Code (e.g. triggers) Validation Rules Meta Asset Contract Opportunity Order Order Product Quote Quote Line Item Quote Document Subscription Transactional Accounts Contacts Master Custom Action Block Price Localization Price Book Price Book Entry Price Dimension Price Rule Product Product Feature Product Option Product Rule Quote Template Quote Term Solution Group Reference
Release management for data Deduplication Sophisticated duplicate resolution Automatic remapping of relationships
Comprehensive Solution 13 AppOps Specialized admin tools to democratize maintenance and unblock IT Late 2020 License utilization, audit & compliance, change performance analytics Late 2020 Specialized ETL engine with built-in version control. Custom UI for easy visualization of pending changes. Cross platform support. Specialized testing tools for CPQ, Field Service and other complex apps Coming in April! AUTOMATING THE FULL LIFECYCLE of low-code Salesforce Apps
Setting yourself up for success ❏ Develop a release management game plan to navigate the changes and deployments across your orgs ❏ Implement an agile methodology so you can release more frequently; here are some basic agile concepts you can implement right away ❏ Setup your sandbox structure by using specific orgs for each stage in your application development workflow (NOTE: Be aware of each org type storage limits & cost) ❏ Choose a version control system (VCS) to use as your source of truth for org change management [PRO TIP: You can check with your IT team to see which VCS they are already using for metadata. Some great ones include GitHub or BitBucket] ❏ Define a rollback strategy to protect your production org from unforeseen issues and faulty deployments ❏ Communicate the plan & invite others to participate in release reviews ❏ Look for a tool that helps you deploy reference data seamlessly to production
Next Steps
Upcoming Prodly Webinars CPQ Gotchas and Best Practices with Derek Black April 21st, 2020 10AM PST Learn how to avoid painful implementations as we reveal common pitfalls and mistakes. Hear best practices for maintaining CPQ, Billing and other complex Salesforce apps to get the most out of your investment. Register at prodly.co/webinars
Get a custom demo at prodly.co/custom-demo on Salesforce AppExchange & G2
Q&A

More Related Content

Agile Release Management Best Practices

  • 1. Agile Release Management Best Practices for Salesforce Admins
  • 2. Housekeeping ● You are muted ● Poll Questions ○ Please answer our questions :) ● Questions/Chat box ○ Ask your questions here! ○ We will be monitoring it throughout but feel free to “raise your hand” if it’s an urgent question
  • 3. Presenters Emcee/Moderator Tori Bealer Director of Events Marketing Your Instructor Stephen Crane - Product Manager at Prodly Stephen is an experienced product manager focused on driving vision and roadmap for SaaS businesses. He has delivered multiple concept-to-launch software introductions in both mid and large SaaS companies; he is continually focused on combining the best of people, data, and design to deliver positive user experiences and business outcomes. He currently oversees Prodly AppOps flagship product and is focused on making the management of complex cloud apps built on Salesforce easier for admins.
  • 4. Agenda ● What is agile release management and objectives of implementing it ● Key benefits to business operations ● Dos and don’ts of agile ● How to get started with agile release management
  • 5. Agile release management Release management is the process of planning and scheduling the deployment of a software version through different stages and environments (orgs). Source control involves managing changes to code versions pushing into a branch to be routinely tested before it is released into a production environment. Release Manager/Coordinator is responsible for planning and scheduling all the items that comprise a release; coordinates with Product Owners, Quality Managers, Change Managers, DevOps Team. Agile is a methodology used to release changes in time boxed “sprints” iteratively.
  • 7. Benefits ● More frequent and smaller product releases ● Shorter response times to changes in requirements and/or priorities ● Reduced post production support due to inherent Quality Assurance ● Fewer defects ● Reduced costs
  • 8. Best Practices - Your Do’s 1. Setup your sandbox structure to scale, using specific orgs for each stage in your workflow; be aware of each org type storage limits & cost 2. Treat configuration data with the same rigor as meta-data and code 3. Consider using a version control system as your source of truth for change management 4. Have a rollback strategy to protect production org 5. Consider adopting agile framework to release more frequently 6. Routinely test throughout the configuration lifecycle 7. Build a culture of collaboration and invite others to participate in release reviews 8. Make collaborating virtually fun (“virtual high fives”)
  • 9. Best Practices - Your Don’ts 1. Don’t make changes directly in production 2. Don’t push changes without securing proper review & approval 3. Don’t discount the importance of change management process and adopting version control system 4. Don’t forget to communicate to stakeholders regularly about your release sprints & schedules 5. Don’t forget to integrate into existing developer workflows
  • 10. Getting started: Agile release management for low-code apps
  • 11. New type of data Objects Fields Apex Code (e.g. triggers) Validation Rules Meta Asset Contract Opportunity Order Order Product Quote Quote Line Item Quote Document Subscription Transactional Accounts Contacts Master Custom Action Block Price Localization Price Book Price Book Entry Price Dimension Price Rule Product Product Feature Product Option Product Rule Quote Template Quote Term Solution Group Reference
  • 12. Release management for data Deduplication Sophisticated duplicate resolution Automatic remapping of relationships
  • 13. Comprehensive Solution 13 AppOps Specialized admin tools to democratize maintenance and unblock IT Late 2020 License utilization, audit & compliance, change performance analytics Late 2020 Specialized ETL engine with built-in version control. Custom UI for easy visualization of pending changes. Cross platform support. Specialized testing tools for CPQ, Field Service and other complex apps Coming in April! AUTOMATING THE FULL LIFECYCLE of low-code Salesforce Apps
  • 14. Setting yourself up for success ❏ Develop a release management game plan to navigate the changes and deployments across your orgs ❏ Implement an agile methodology so you can release more frequently; here are some basic agile concepts you can implement right away ❏ Setup your sandbox structure by using specific orgs for each stage in your application development workflow (NOTE: Be aware of each org type storage limits & cost) ❏ Choose a version control system (VCS) to use as your source of truth for org change management [PRO TIP: You can check with your IT team to see which VCS they are already using for metadata. Some great ones include GitHub or BitBucket] ❏ Define a rollback strategy to protect your production org from unforeseen issues and faulty deployments ❏ Communicate the plan & invite others to participate in release reviews ❏ Look for a tool that helps you deploy reference data seamlessly to production
  • 16. Upcoming Prodly Webinars CPQ Gotchas and Best Practices with Derek Black April 21st, 2020 10AM PST Learn how to avoid painful implementations as we reveal common pitfalls and mistakes. Hear best practices for maintaining CPQ, Billing and other complex Salesforce apps to get the most out of your investment. Register at prodly.co/webinars
  • 17. Get a custom demo at prodly.co/custom-demo on Salesforce AppExchange & G2
  • 18. Q&A