CHANGE SET IN SALESFORCE


For enterprises utilizing Salesforce solutions, staying up to date with the latest customer and market trends can be challenging. Change sets provide a streamlined and manageable way to establish, organize and manage the delivery of changes from one Salesforce organization to another. Change sets can be used to deploy customizations such as custom object definitions, page layouts, apex classes, and changes to existing functionalities. In light of the increasing complexity of enterprise-wide customizations and other process-related modifications, an absolute necessity for that standard and predictable change management of Salesforce solutions is a given.

Change sets are an essential tool within the Salesforce ecosystem as they provide the capability to identify, manage and deploy the changes between two different environments or instances of Salesforce. Change sets not only help in ensuring changes are delivered in a timely fashion but also increase the team’s level of confidence that the changes are actually carried out correctly and in an organized fashion. In addition, rollback and restore features are also available which allow the user to be travel back to a previous working version of the Salesforce solution in case something goes wrong during upgrading process.

It is also important to understand the different components that are involved in setting up change sets, which include templates, parameter-based change sets, and version-based change sets. The template - based method allows users to add reusable objects such as page layouts, etc, which can then be used in any number of different change sets, reducing the setup time. Parameter-based change sets are used to distribute changes to multiple environments in the same organization. This is the preferred choice when rolling out the latest customer changes across multiple instances. Version-based change sets allows users to create a collection of related changes (like a patch) and deploy it in multiple environments.

If your organization requires a secure and automated way to manage the changesets within Salesforce, then there are several third-party vendors that can provide this feature, such as Appshark. The company provides an automated and secure change set management solution for Salesforce that makes the version control and rollback capability of Salesforce easier to perform. The main features of the Appshark Change Set Manager include: version control, rollback and restore, templating, parameter-based change sets, and version-based change sets.

Change sets are becoming a cornerstone for Salesforce users as they allow for a robust and efficient release management process. Change sets provide a workflow to efficiently and safely manage the development and deployment process, helping to ensure consistency and accuracy across the entire system. With the proper third-party assistance, enterprises can take advantage of the full power of change sets to ensure success.

Topics:

Salesforce

,

Salesforce support

signup for our blog

Flosum

“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