BRANCHING AND MERGING STRATEGIES


For businesses relying on Salesforce, effective release management, backup strategies, and security protocols are essential to ensuring data integrity and staying competitive in the market. To ensure the desired smooth transition from development to production, extensive planning is critical. Strategic branching and merging strategies allow tracking and integration of codes from one repository to another. Such strategies are key for ensuring the quality and efficient delivery of Salesforce releases.

Branching and merging are two important source control techniques of version control which provides methods for tracking, managing, and maintaining codebases as they progress through development and testing cycles. Versions are regularly created and stored in the repository to help keep track of constant changes to the code. Branching creates a new version of a source code while merging combines the new and existing versions.

When releases are managed with a branching strategy, the releases that are in progress become separate from the existing version into a new branch. For example, releases may be labeled as “development” or “staging” and version control allows for complete visibility and tracking of the changes that have been made. A merge request is then initiated to consolidate the changes with the existing version. This allows for a better assessment of risk and opportunities for quick resolution before moving to production.

For salesforce applications that require a more comprehensive approach for security and data privacy, branching can be further utilized. Companies often segment data into separate Silos to keep sensitive information secure and often create teams that are “sandboxed” from others so that they may only access the restricted elements as necessary. This same practice of segmentation can be used for even more secure release management processes.

Merging changes between branches can be done in different ways. The most common being fast-forward merger which moves all the changes from the child branch to the parent branch, or a “true merge” which structures the changes into a new branch. This allows developers to take advantage of the features of both branches and combine them in the best way.

For enterprises that handle large transactions through Salesforce, it is important to create backup solutions that keep data secure and consistently updated. Businesses may need to keep multiple versions for each data type and client, and need to ensure that the right version of the code is deployed on time. A versioned backup strategy using version control system can help with this. Versions can be tagged with a Git commit ID or branch name to ensure the right version is always accessible and deployed.

Branching and merging strategies are useful in managing Salesforce releases, backing up data, and enhanced security measures. By changing the scope and scale of the release for better visibility, more effective security measures can be implemented such as segmentation and sandboxing of data. Combining different codes into a single version with merges may also help to ensure that the right version of the data is being used and maintained. When used correctly, these methods can help to ensure data integrity, reduce risk at every step of the process, and maintain competitive advantage in the market.

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Faizan Ali

Faizan Ali
Salesforce Consultant at Turnitin