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Salesforce Deployment Plans and Checklist

Innovalleyworks

Reduce the risk and improve the smooth transition on the deployment of new features to live with few best practices.

Development Pre-requisite

Always use the VS code for Apex/VF/lightning component developments. Do not use Developer Console.

Deployment Plans

  1. Have a plan on Data upload/script execution for old records when the new feature is going live if needed.
  2. Analyse the impact on old records before deployment
  3. Plan the Security (profile/field level/component level/page level/object level, OWD) access for Users on each module getting deployed
  4. Always validate the changeset a day before in live and get it ready for quick deploy.
  5. Manual/Bulk Deletion of Records should be backed up with an export. (No need to worry about batch class deletion, as it is tested completely in the sandbox)
  6. Take a Developer sandbox for bulk deployment planned / Single file backup when deploying individual files
  7. Code compare with the live code must avoid any additional code moving to live without testing and overwriting the existing live code.
  8. Post Deployment activities(Add Value to custom settings, Permission for apex class for lighting component, Permission for VF page and tabs)

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