Whether you're a small company just starting out in the Salesforce world, or a Fortune 500 enterprise managing a global Salesforce instance, you know the pain and challenge of changeset deployment. Deploying changesets manually between environments requires tedious manual effort, incessant check-ins with IT and other Salesforce stakeholders, and countless hours testing and validating results. Without a reliable approach to deploying changesets, businesses risk consuming development and operational resources that could have been spent on projects to deliver more value.

Luckily, there's another option. Automated changeset deployment provides a means to simplify your changeset workflow across environments, while also helping to ensure that your Salesforce data is secure and remains compliant with industry standards. By automating tedious tasks, you can save time for your development and operations team—while reducing the risk of unnecessary changes being applied across environments.

Before exploring automated changeset deployment, it's important to understand the challenges of changing Salesforce environments. Changesets are the backbone of Salesforce release management. They allow organizations to selectively package components, including metadata, page layouts, and Apex code, into a deployable unit—minimizing the amount of manual labor required to move metadata from one environment to the next. A changeset is made up of components you have deployed in an organization; they are created from the Change Set page in the Salesforce Setup menu.

The manual changeset deployment process can be slow, tedious, and error-prone. When changesare deployed manually, it is difficult to quickly identify which components have been deployed and which have not. This process also involves downloading source codes, manually uploading them to the target environment, and ensuring the deployment validates and works as expected. Making sure that you deploy all of your changesets to the correct environment, using the right settings, quickly becomes a highly manual, arduous process.

Despite all the challenges associated with manual changeset deployment, why should companies consider automating the process? Here are 6 key benefits of using an automated changeset deployment solution:

1. Reduced Risk of Problems: Automated changeset deployment allows your development and operations teams to ensure predictable, repeatable, consistent, and accurate deployments. It also provides clear visibility into exactly what has been deployed, eliminating the risk of erroneous changes being applied to target environments.

2. Improved Efficiently: Automated changeset deployments provide faster, more efficient deployments when compared to manual deployments. Automating this process eliminates the need for manually downloading source codes, uploading them to the target environment, and validating the deployment. This can lead to massive time savings.

3. Improved Traceability: Automated changeset deployment offers improved traceability and tracking of which components and changesets have been deployed. It also allows changesets to be deployed in a controlled manner, reducing the risk of unexpected changes. Traceability features also allow for the easy rollback of deployments in the event of an error, reducing resolution time.

4. Enhanced Security: Automated changeset deployments provide enhanced security through authorization checks, monitoring and logging, and validation rules. These features help to ensure that only approved changes are deployed, minimizing the potential for data leaks or other security issues.

5. Reduced Costs: Automated changeset deployment helps companies save on operational costs by reducing the need for manual labor, eliminating the risk of data leakage, and reducing the time spent managing and deploying changes.

6. Improved Testing: Automating changeset deployments helps reduce bugs, by running automated tests to validate any changes before deployment. This helps to ensure that changes are deployed accurately and without any errors.

For enterprises looking to streamline their Salesforce changeset deployments, automated changeset deployment is an ideal solution. It provides the security and traceability required to ensure that changes are tracked properly, while also reducing the risk of manual errors and data leakage. By automating the process, enterprises can also save on operational costs while freeing up their development and operations teams to focus on delivering greater value to their customers.


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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