SALESFORCE VERSIONING


As a Salesforce staff, your business stakes huge on Salesforce platform and for that seeing its successful implementation, roll-out, maintenance and management is of utmost importance. This calls for continuous support and attention from your end in configuration levels, data backup and recovery, end-user and security management and more. The scalability and integrity of the system are two of the critical criteria that are dependent on the versioning of Salesforce.

Salesforce versioning can be best understood as the process of tracking and controlling changes happening within your Salesforce environment and the related projects that you have in scope. Having the right processes in place and the right Salesforce versioning management in the business-critical mix could help ease the system maintenance, development, database migration, and other update processes.

So what is Salesforce versioning all about?

In simple terms, versioning of Salesforce can be described as creating a version for each of the releases and editing the documents, integrations, images, etc. associated with the release. Versioning helps Enterprise Users to ensure that the system you are running is the exact version which is being updated and maintained by all the stakeholders.

Salesforce Versioning Strategy

Each business has its own unique strategy when it comes to an effective versioning approach. The organization needs to define the versioning scheme which implies the numbers and the version of Salesforce that needs to be tracked across their Salesforce project. In addition to this,organizations also need to define the format of the version number (numeric/alphanumeric) and environmental status (e.g. dev/testing/production).

A number of vendors have built solutions to help Enterprise Users to approach and deploy versioning in the Salesforce environment with ease. The key features that a Salesforce versioning solution should include are,

• Centralized Version Management: It provides IT staff with access to a single dashboard that allows tracking, monitoring and control of versions in all the Salesforce Org environments.

• Automatic Version Creation and Management: Automatically creates versions for orgs, projects, and images as soon as changes happen and updates these versions automatically as changes occur.

• Environment Tracking: Keep track of all the changes across all the orgs, projects, and images and also keep track of the environments such as dev, testing, and production.

• Standardization and Quality Control: Automatically version code in standard formats to ensure proper configurations and correct deployments.

• Security: Safeguard environment information and configurations with role-based access control.

Conclusion

Salesforce versioning helps to ensure that the changes made across your organization or Salesforce project are tracked, implemented, and managed effectively. By taking an approach to versioning at the project or global scope, organizations can help their IT staff stay on top of the changes and ensure efficient Salesforce operations. Therefore, by having a versioning approach in place, organizations can unlock the right processes to ensure smooth user and data management.

Topics:

Salesforce knowledgebase

,

Salesforce guides

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