The key to achieve visibility, accountability, and alignment with Salesforce platform. Let's explore how to optimize your team for DevOps success.
How to Gain Visibility, Accountability, and Alignment in Salesforce When you are a CTO or a VP of Engineering, you are probably very clear about what is going on with your core product development pipeline – GitHub activity, sprint velocity, CI/CD status, deployment schedules. But when it comes to Salesforce, it’s often a different story entirely.
Instead of version controlled changes and structured pipelines, you are looking at:
Ad hoc changes in production Minimal visibility into who made what change. Risky weekend deployments There is no one to be held responsible when something breaks.
Salesforce is the platform on which your sales, marketing, support and operations teams operate. It’s central to revenue. And yet, it often operates in a silo — separate from your engineering strategy, DevOps tooling, and oversight.
It does not have to stay this way.
Let’s discuss why the disconnect exists, what risks it introduces, and how to bring Salesforce to the same level of visibility, control, and velocity as the rest of your engineering org.
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The Salesforce Silo Problem Salesforce is a unique platform. It serves both technical users (developers writing Apex code) and non-technical users (admins configuring automations through point-and-click tools). It’s flexible by design — which is why it’s so valuable to your business.
But that same flexibility can lead to chaos:
Changes happen directly in production without review. There is no centralized version history of metadata. You have to use change sets or manual spreadsheets to manage releases. There’s little to no integration with your engineering team’s DevOps tooling.
This results in misalignment of the Salesforce teams and the engineering leadership. You can’t see what is being deployed, you don’t know what is changed until something breaks and you don’t have a standardized workflow for how business critical features go live.
This disconnect creates risk, friction, and lost time.
Why Engineering Leaders Should Care You do not own Salesforce directly. It might report into Revenue Ops, IT, or another business unit. But if you’re responsible for systems architecture, data security, or product velocity, Salesforce touches your world — whether you know it or not.
Top 3 Reasons Visibility Into Salesforce Matters 1. Production Changes Without Oversight Unlike your other engineering software, many Salesforce orgs allow for direct, untracked changes in production. This opens the door to regressions, overwritten work, or silent failures that can impact customers and revenue.
2. No Auditability or Rollback When something goes wrong in your core systems, you can revert to a previous commit or roll back a release. But in Salesforce? Most teams can’t tell you what changed, let alone undo it easily.
3. Slow, Manual Deployments Without automation, Salesforce deployments are often a manual, hours-long process — with fragile dependencies and high failure rates. This slows down your GTM teams and introduces unnecessary drag on the business.
How Engineering Leaders Can Support Salesforce Teams Most Salesforce teams aren’t resisting structure — they’re missing tools and support.
They need:
Change tracking that works for both code and declarative changes. Collaboration workflows that include review, approval, and testing. Deployment automation that reduces human error and increases speed. Cross-team alignment with product, engineering, and security stakeholders. In short: they need the same DevOps maturity that the rest of your tech stack enjoys — adapted for the unique nature of the Salesforce platform.
How to Close the Gap (Without Forcing Salesforce Into Your Pipeline) Here’s how forward-thinking CTOs and platform leaders are bringing Salesforce into their DevOps strategy — without adding friction or complexity:
Implement Metadata Change Tracking Start by ensuring all changes — whether made by developers or admins — are automatically tracked and versioned. Tools like Blue Canvas sync Salesforce metadata into a Git-backed system without requiring your admins to learn Git. You gain visibility without disrupting workflows.
Standardize Release Workflows Introduce pull-request-style reviews for Salesforce changes. Every declarative modification needs to follow a staging environment process and obtain stakeholder validation before production deployment.
This helps reduce surprises and increases accountability.
Automate Deployments The use of CI/CD extends beyond product code. By choosing the correct tools your organization can bring automated validation combined with testing and deployment to Salesforce orgs which enables both speed and predictability during releases.
This means you can deploy whenever. No more weekend deployments to distract and burn out your top talent.
Integrate Salesforce Into Broader Engineering Reporting You should track Salesforce activities through your engineering dashboards and systems of record in the same way that you monitor code changes and releases and velocity.
The deployment history of Salesforce should be as easily accessible as your main codebase through Jira or Slack or an internal engineering portal.
How Alignment Looks in Practice Engineering leadership and Salesforce teams align through these changes:
Every Salesforce modification requires documentation and approval by reviewers after thorough examination. The deployment process should occur during regular work hours instead of nighttime periods. Rollbacks take minutes, not hours. The Devs and admins work together within common development environments. Security and compliance teams can audit every change Product and ops teams receive information at a faster pace. And most importantly: your company ships at a faster pace with less risk and increased confidence throughout all Salesforce departments. As CTO or VP of Engineering you have the responsibility to develop a framework which enables reliable systems and empowered teams and safe innovation.
You cannot sustain any Salesforce operation outside of your organization's DevOps framework because this exclusion leads to performance risks.
Through proper tooling and visibility and accountability measures you establish organizational alignment without enforcing workflow structures that are not suitable for the Salesforce team.
At Blue Canvas, we help bridge that gap. Full metadata change tracking CI/CD automation for Salesforce Audit trails and rollback built-in Admin- and dev-friendly from day one Ready to unify your Salesforce and engineering strategies?
Let’s talk → bluecanvas.io
