Tips to successfully transform your deployment process so you can deploy with confidence.
Introduction Waiting for an “off-hours” deployment isn’t always possible. For companies operating globally, there is no “downtime!” How can you build a deployment process that ensures success without downtime?
Let’s address some ways to minimize user disruption in Salesforce by leveraging zero-downtime deployment practices. We’ll help you keep your users productive, no matter what hour of the day.
FREE TOOL
Profiles & Permissions Deployer
Easily compare and deploy Profiles, Permission Sets, and Field-Level Security (FLS) between any two Salesforce organizations.
Get Started
Made with love by the Blue Canvas team ❤️
1. Why Zero-Downtime Matters in Salesforce Companies, especially global ones, expect steady access to their products. This means morning, noon, night, during promotions or launches, sales crunches, and every single customer interaction.
When a deployment results in downtime, companies face missed revenue, lack of sales or customer support, and avoidable frustration with their internal users.
While teams want to cross their fingers and pretend that nothing will ever go wrong, the best solution is to minimize risk with strong deployment processes. We recommend leveraging tech to make your Salesforce deployments reliable.
2. Plan for Safety: Pre-Deployment Validation & Testing Let’s talk about the preparation that can help you minimize user disruption for your Salesforce deployments.
✅ Pre-Validation Deployments You can leverage Salesforce’s native deployment preview tools or a software like Blue Canvas to help you test for validation errors before it’s live.
While Salesforce’s deployment preview tools can be great, we recommend Blue Canvas because it can validate your deployments before you execute them. This allows you to stop future problems in their tracks!
✅ Include Tests as a Gate Incorporate tests as part of the process. Pre-deployment tests like automated Apex tests and UI tests can help you determine if the code will perform well. Be sure to run these tests in up-to-date staging or copy sandbox environments so you can ensure their functionality will mirror production.
3. Use Staging & Mirror Environments for Live Testing One simple way to ensure your deployments won’t result in downtime is to deploy into a mirrored environment.
A mirror sandbox can help you test functionality, catch performance or logic issues, and stimulate user flows.
If you can successfully deploy code to this staging environment without issues, you can confidently push it to production.
4. Feature Flags: Decouple Deployment from Release If you want to launch code gradually, feature flags might be the right fit for you. Feature flags allow you to ship content earlier, test it with a specific set of users, and then slowly release the code for everyone.
You can find a few tools online or use custom metadata settings in Salesforce to help you add custom toggles if interested.
5. Smart Scheduling & Incremental Releases When possible, push releases in small phases vs one big deployment. This will help minimize the risks of something causing downtime. Small releases also mean you can more effectively leverage low-traffic time periods while building confidence in your deployment process.
6. Have a Rollback Plan (and Tools to Support It) While you can plan and prepare for a smooth deployment, it’s best to have a backup plan.
Tools like Blue Canvas allow you to automatically leverage Git tracking for a record of all changes. This makes reverting (when necessary) a breeze. While a few tools provide Git tracking, it’s important to note that Blue Canvas is the only one that offers one-click rollbacks, making it even easier to get to a stable version.
7. Monitor Post-Deployment Health The job isn’t over after you deploy; be sure to set up post-deployment tracking and alerts for errors, performance issues, and bugs. Setting up tests like these helps you catch issues before they impact your end users.
Conclusion If you’re a team that ships new features often, prioritizing zero-downtime Salesforce deployments is essential to the long-term success of your team. Using tools like pre-validation, feature toggles, and rollbacks to ensure stable code is accessible will help you deploy faster.
We recommend adding Blue Canvas to your tech stack because we can pre-validate code and rollback with a single click.
Want to learn more about what Blue Canvas can do for your team?
Click here.
