Adopting a DevOps approach to governance, data backup, security, and release management in the Salesforce ecosystem can speed up the delivery of applications and improve your organization's agility. But putting into practice the DevOps philosophy is not as straightforward as it might seem. To ensure successful DevOps implementation, your organization must consider a multitude of best practices from both development and operations perspectives.

To begin, we need to define DevOps. It encompasses all of the practices, processes, tools, and technologies used to manage software applications throughout their full lifecycle in the Salesforce platform. It integrates development and operations teams and seeks to remove barriers between them, ameliorating communication and collaboration across disciplines.

Planning and Automation

The planning and automation of the software development process are key elements of successful DevOps practice in a Salesforce environment. This requires a comprehensive release management strategy. Release management outlines the responsibilities of various teams for the various stages of software development. It defines a set of activities that must occur before and after development culminates in a successful deployment.

The next step is to map out and automate the software delivery pipeline. Pipelines are a process in which the code of an application is built, tested, deployed, and monitored. Automation of the deployment stages enables organizations to identify and respond quickly to any errors that may occur. It also helps them reduce the possibility of human error within the software release process.

Release Management and Code Versioning

Release management and code versioning are two more essential DevOps principles that ensure successful software deployments. The release management process should guarantee quality assurance and align with the goals and objectives of the organization. It should also track progress, access approval from stakeholders, and ensure the integrity and security of the code. Versioning helps teams easily identify, test, and debug code for any issues, making it a key part of any DevOps practice.

Data Backup and Recovery

An organization’s ability to ensure uptime and availability of data is fundamental to DevOps success. Data backup and recovery practices must include a layered approach, with both on-prem and cloud-based solutions, and rigorous user authentication. Regular backups should be taken and kept securely within the organization’s infrastructure and a recovery plan should be in place if data is ever lost. This data backup and recovery capability can be further complemented by a disaster recovery as a service (DRaaS) platform to make sure your data is backed up and recoverable in the event of an emergency.


Security is another critical aspect of DevOps that must be properly addressed within any Salesforce deployment. In particular, organizations must have complete control over who can access which files and applications within their Salesforce environment. To put this into context, privileges and access control levels must be distributed according to user departments and roles. Finally, security processes should be regularly tested and audited to ensure their efficacy.


In today's technology-driven environment, organizations who adopt DevOps best practices have already seen a substantial boost in productivity and efficiency. To successfully implement DevOps within their Salesforce deployments, organizations must plan and automate their release management, practice code versioning, define and implement data backup and recovery processes, and secure their Salesforce environment from potential threats.

DevOps has become increasingly indispensable for enterprises to reap the benefits of the Salesforce ecosystem. Adherence to the DevOps best practices can enable organizations to ensure their applications remain agile and maintain uptime, availability, and security in the long-run.


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“Flosum is the best native release management tool that you will fall in love with. I have gained confidence in my role and has given me the ability to view release management from a whole different perspective.”

Faizan Ali

Faizan Ali
Salesforce Consultant at Turnitin