As an enterprise user of Salesforce, the ability to scale deployment to various departments and projects while maintaining streamlined processes requires the commitment of a Salesforce developer. And because each organization’s Salesforce environment is unique, there is no single “right” set of best practices that will apply equally to every group.

However, there are some fundamental operations that are essential to ensure the successful and secure use of Salesforce. When developing a Salesforce environment, Salesforce staff should be aware of the need for release management as a means of developing and testing numerous configurations and deploying to users in a controlled manner. Additionally, data backup and recovery strategies should be in place to protect the Salesforce environment in case of a system error, and security features must also be implemented to protect the organization’s data.

It is beneficial to outsiders to discuss best practices as they relate to Salesforce developers, as there are important procedures and procedures-related accessories needed to maximize the efficiency of Salesforce.

Release Management in Salesforce

The practice of release management is beneficial when deploying any changes to the Salesforce environment. It is a process that encompasses the various activities associated with planning, building, testing, and deploying changes from development to live Salesforce environments. This practice is particularly useful when multiple teams are involved in the development of any Salesforce application or service.

Release management should employ a process to track changes and versions, and that all developments have a ‘version control’ laid out from the beginning. Having full control over change configurations allows the Salesforce team to more easily identify and resolve issues.

In addition, release management should involve various tiers of testing. Tests should be conducted for all different levels of user permissions to ensure the integrity of the system.

Data Backup and Recovery

Data recovery from the Salesforce cloud environment needs to be taken into consideration. These strategies are necessary for organizations using Salesforce to safeguard their data. It is important to ensure that all data backups performed are current and that the backup process is automated. A data backup and recovery solution for Salesforce should focus on reliability, security, scalability, and performance.

By having a reliable data backup and recovery system in place, a Salesforce developer does not have to worry about their organization’s data being compromised should a system issue arise.

Salesforce Security

As with any industry, security is of primary importance. It is essential to ensure the security of the Salesforce system itself, as well as the security of the data stored within it. To this end, developers should be aware of industry standards and security best practices when it comes to Salesforce security.

To properly secure a Salesforce environment, consider the implementation of access control measures, secure communication, secure logging, session control, and data encryption. In addition, it is important to perform regular security audits, review security policies frequently, and actively monitor and respond to security threats.

Conclusion

Being aware of and adhering to release management, data backup and recovery, and security best practices are essential for any organization looking to maximize their Salesforce environment. By utilizing these practices, Salesforce developers can ensure their organization’s data remains secure and that their Salesforce environment is running at maximum efficiency.

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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