Simplify Your Salesforce Deployment Checklist

1. Define Team Roles and Responsibilities

  • Administrator: Develops features using declarative tools in Salesforce, commits changes to feature branch in Git, makes pull requests
  • Developer: Develops features using code, commits changes to feature branch, performs code review and code merge for test builds
  • Quality Assurance (QA): Tests and validates features deployed to the UAT org
  • Team Lead or Release Manager: Approves pull requests, performs final code merge for production

2. Use a Project Management Tool to Track Tasks and Features

3. Set Up Dedicated Orgs for Development and Testing

4. Establish Git as the Single Source of Truth

5. Create Git Branches for UAT and Production

6. Set Up Automated CI Workflows

7. Develop, Test, Deploy, and Repeat

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