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Tracking Manual Pre- and Post-Deployment Steps in Salesforce

Step-by-step guide on creating an effective Salesforce deployment checklist for successful releases with Blue Canvas.

This article is here to help you navigate the complexities of handling Salesforce releases! We'll be discussing the limitations of Salesforce Metadata API and the need for manual steps in more intricate deployment scenarios. We'll highlight how dedicated tooling, like checklist integration into deployment stories, can provide superior tracking and coordination. Furthermore, we'll showcase how Markdown can offer a flexible approach to task management, while also enhancing accountability. There really are dedicated solutions to support Salesforce developers in their deployment workflow, and future developments (such as task assignments and enhanced notification systems) will only make it a better experience!

Here are our 5 key takeaways:

  • Despite its capabilities, Salesforce Metadata API has limitations, necessitating manual deployment steps in complex scenarios.
  • Dedicated tools, such as checklist integration within deployment narratives, can significantly enhance task tracking and coordination.
  • Markdown offers a flexible and accountable means of managing deployment steps.
  • Regular documentation of changes within the deployment process can prevent the need for costly audits.
  • Emerging developments promise advancements like task assignments and improved notification systems, optimizing the overall management of deployment tasks.
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Made with love by the Blue Canvas team ❤️
Try Bluecanvas now!

Start your free 14-day trial

Get Started
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TABLE OF CONTENTS
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