SALESFORCE VERSION CONTROL


The undisputed leader in customer-relationship management software, Salesforce, is adopted to capture more data on the clients per transaction, operate more smoothly, and become more competitive. For organizations implementing Salesforce as a platform, version control provides an essential team collaboration tool and a protective layer preventing data loss or other technical issues.

Incorporating version control into Salesforce operations does not require a significant investment in technical personnel or resources, but does require a highly structured approach and discipline from employees. When properly adopted, version control is a beneficial tool for Salesforce enterprise users.

Using version control for Salesforce allows team members to precisely view differences between current and previous versions of components like applications, fields, objects, page layouts, permission sets, profiles and other development projects. Every change made can be configured to maintain a change log for easy reference and comparison when required. Employees can easily reverse any action in order to reverse any errors.

Version control also provides users with better visibility of operations. All the changes can be tracked, and collaborative teamwork with shared user access is enabled. Every team member can clearly view recent changes and work with complete visibility as to who has accessed or modified particular elements or components. This ensures project management remains fluid and productive, while also providing a greater understanding of each individual’s work.

From a security standpoint, version control helps to limit mistakes or accidental data loss. Having version control in place helps to implement best practices in a more methodical manner. Version control also helps to limit any confidential information being inadvertently shared amongst team members, or exposed to unauthorized users or users with less permission.

To deploy version control successfully into a Salesforce enterprise, organizations may need to consider specialized solutions. Professional solutions such as those offered by top providers support organization’s requirements of a highly structured approach and the ability to track and manage change. With the right solutions, Salesforce version control can enable teams to work radically smarter and more efficiently.

Innovative solutions can provide visibility of every change in its environment, generate a list of users and profiles that have been created, and provide clear visibility of the development and the production environment. Custom solutions can include built-in support for best practices such as Salesforce source code version control and the ability to manage large volumes of data and triggers.

Organizations who employ Salesforce version control are empowered to increase the speed of development and maintain tight control over their Salesforce environment. There is potential for improved efficiency and collaboration, better user experience, and reduced risk of data loss due to errors. A company-wide switch to Salesforce version control provides a system that allows for better employee performance and data governance.

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