In last week’s article we outlined the importance of Defining a Pipeline for Your Metadata. This enables a team to have a set process for making deployments. It gives each step of the process a role and responsibility. Some changes will inevitably move from start to finish quicker than others, have a smaller scope of work, or be valued more by the business than others. For these reasons it is important to have flexibility in your release process.

Having flexibility with a release process sets a team up for success and enables them to become Agile. Agile and being flexible…


Sandra’s Salesforce team is missing release day deadlines. Her company’s size and appetite for frequent org changes has grown. Sandra has always been a confident leader and made efforts to meet this demand. She tried creating sandboxes for each feature, and then one for each individual. These changes helped but also made other parts of managing her releases more difficult.

For instance, having more sandboxes made the work more difficult for their QA team, as sharing access to these sandboxes was difficult to organize. Furthermore, when they tried to QA work in Production, it didn’t take long for leadership to…


I am thrilled to announce that we have been acquired by Copado, the leading enterprise DevOps platform for Salesforce.

This is a great opportunity to raise the level of service, options, and value for our customers. Our users will not experience any interruption or change to the services we offer today. It is business as usual and we continue on our mission to make DevOps fast and easy for every Salesforce customer! In joining forces with Copado, our user base will also become part of the largest community of Salesforce admins, developers and DevOps experts on the planet!

We are…


Collaboration is important in any business environment, but it’s crucial for the success of enterprise-level development teams.

Dev team members not only have to keep the team’s larger goals on track, they also have to continuously work on their own pieces of the deployment. Especially when it comes to Salesforce change deployment, large teams and a lack of communication often lead to poor workflows and process bottlenecks. That’s where ClickDeploy comes in.

ClickDeploy makes it easy for your enterprise’s dev team to deploy new change sets more efficiently, without leaving room for communication breakdown. …


Having the right tools for the job is a must, especially when it comes to Salesforce deployment. Continuous integration — also known as continuous delivery — is an automated process that allows developers and admins to push changes out continuously using a source control solution and CI server like ClickDeploy. The process involves automated tests that ensure continuous safe deployment, which means a better product and a happier team.

Because CI means faster releases and fewer bugs, it reduces costs and increases customer satisfaction. Code can go live immediately, rather than gathering dust in the sandbox. Freeing up time that…


Without version control, Salesforce DevOps teams are vulnerable to issues that can halt release progress for days.

While many teams acknowledge that version control is the solution for avoiding issues like overwriting, they face an uphill battle when trying to implement an effective Salesforce change management process.

What Is Version Control?

In DevOps, version control is a system that stores and tracks changes to projects over time. Version control systems have two main components:

  1. A repository
  2. A working copy

The repository stores edits as versions — importantly, the repository stores only the update versions. …


ClickDeploy allows for automated deployments within a CI Job. These automated deployments move metadata from git to the Target Salesforce Org. Within the CI Jobs record, we give users 4 options when choosing the ‘Git Source’ method for deploying metadata. Here are the 4 options that will fit any development branching strategy:

1. Incremental Build

The first option is to commit to the Salesforce org upon any commit or change to the base branch. This will account for all incremental deployments and is easily the most common. For users unsure of which option to pick — ClickDeploy recommends this one.


CI Jobs are used to automate your release process. These all require a git repository and an Enterprise license. These CI/CD jobs will test, validate, or deploy your metadata. All are based on a trigger or a schedule. The following are setups customers can create for their DevOps within ClickDeploy Enterprise:

1. Deploy to a Salesforce Org

ClickDeploy has the ability to automatically deploy metadata changes to a Salesforce Org. This CI Job requires the setup of a webhook with your git repository. In simple terms, a webhook allows for ClickDeploy to listen and wait for changes to be made in your repository’s branch. …


Of all the Salesforce development process phases, the User Acceptance Testing (UAT) phase may just be the most fulfilling. It’s the phase where your team finds out whether their collaborative efforts have resulted in a release that will meet end-user expectations.

On the flip side, UAT can represent a frustrating endeavor when issues like overwriting and bottlenecking occur. Change management can be an inherently chaotic undertaking. When it comes to the fast pace of UAT change deployment, the result is product deployment delays and a stressful work environment.

The good news is UAT testing doesn’t have to be this way…


When you’re delivering frequent configuration changes to your customers at scale, it’s essential to have a clear, well-defined release process. Salesforce automation tools — in combination with a version control system like Git — can help define and streamline many of the key steps in your workflow.

Use this Salesforce deployment checklist to ensure that you deliver code and configuration updates smoothly, safely, and effectively.

1. Define Team Roles and Responsibilities

Establish clear guidelines for who in your team does what, and when. Successful deployment teams typically define roles as follows:

  • Administrator: Develops features using declarative tools in Salesforce, commits changes to feature branch in Git…

ClickDeploy Team

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store