As businesses of all sizes flock to cloud computing and CRM platforms like Salesforce, the need to quickly and repeatedly deploy changes across different Salesforce environments is growing. Change sets provide a streamlined way for Salesforce admins to move changes from the development environment to the production environment and beyond, but they can be tedious and precarious, particularly for larger and complex deployment processes. Outbound change sets, however, offer a safer and less error-prone alterative, and they can save time, reducing the need for manual entry and additional configuration work.

Deploying Change Sets Across Your Salesforce Environments

Change sets are an essential part of Salesforce’s Release Management process, allowing admins to deploy or “push” changes from one Salesforce environment to another. In an Outbound Change Set, changes are “exported” or “pulled” from one environment, stored in a compressed bundle, and then “imported” or “pushed” into another. Since Outbound Change Sets are initiated in the source environment, they provide greater flexibility over when and how to push changes, promoting visibility and eradicating any need to keep an additional backup.

Outbound Change Sets: Greater Control and Flexibility for Enterprises

Outbound Change Sets are particularly beneficial for distributed Enterprises, where there may be many users across various Salesforce environments. The ability to export-and-import changes at the source improves visibility for both the source and destination environments, giving Enterprises greater control and easier administration. It also allows for more effective and easier management of differing environments and configurations.

Outbound Change Sets also offer the advantage of faster synchronization between different Salesforce environments. By eliminating the need for manual entry, this can significantly reduce the turnaround time for updates, while providing a much improved audit experience. Outbound Change Sets may also expedite and simplify the process of implementing major Salesforce architecture changes, while preserving the particular configuration of the source environment.

Choose the Right Solution to Simplify Outbound Change Sets

Although Outbound Change Sets offer plenty of opportunity to save time and reduce manual effort, without the right tools they can be cumbersome, fraught with manual errors, and terribly inefficient. That is why it is important to evaluate solutions that streamline and automate Outbound Change Sets. When making your decision, make sure the solution provides:

• Automation and instrumentation - Streamline the configuration and deployment of Outbound Change Sets.

• Model your deployment process – Automatically audit changes between the source and destination environments.

• Track changes – Keep a detailed record of changes.

• Easy setup – Create Outbound Change Sets with minimal effort and time.

• Robust security - Keep enterprise data safe and secure.

• Support and SLA – Make sure that the solution comes with 24/7 customer service and support, as well as an appropriate Service Level Agreement (SLA).

Conclusion

Outbound Change Sets can provide Enterprises with unprecedented control and deploy updates more accurately and quickly between different Salesforce environments. However, with the appropriate solution in place, Outbound Change Sets can become a powerful and efficient way to manage Enterprise deployments. By choosing a solution that offers robust automation and security, Enterprises can streamline their Salesforce Release Management processes and save time and effort.

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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