Best practices to install spiceworks
You’ll want to mimic software developers and use a code repository like GitHub or GitLab so multiple people in your org can branch, commit, and play with configurations before testing. Collaborate in a code repository-Salesforce’s metadata doesn’t feature any collaboration tools.
Salesforce doesn’t provide a tool for analyzing dependencies natively, so you’ll need to find one. For example, deleting a field in Salesforce could irreversibly delete metadata in the ERP, and there’d be no way to know.
#BEST PRACTICES TO INSTALL SPICEWORKS FULL#
Practice full software development change management Setting blackout times so you don’t release just before quarter-end rushesģ.Releasing changes at fixed, regular, well-known times.Establishing set roles and responsibilities for deployments (the RACI model is a good start) where someone has to check (QA) and approve changes.Specifically, a release management process means: Thus, you’ll find it’s better to move a little slower and be a bottleneck than to have no process, run into an issue, and realize nobody knows the configuration well enough to debug. It may tell you that something changed, but perhaps not what changed, or who did it. With regard to documenting releases, Salesforce’s audit trail often doesn’t give you sufficient detail. Half the challenge with a Salesforce release management process is coordinating everyone’s work, and retaining a record of what’s changed. You will thank yourself for implementing strict permissions early-especially around deployment. Restrict permissions and adhere to a release management process
In Salesforce, this means assigning a unique identifier to each change and linking that change to its justification in a ticket in Jira or ServiceNow.Ģ. Creating documentation is the only way you’ll help new hires understand what you’ve built. Start documenting-What seems like a waste today will be an invaluable record tomorrow.At some point, someone is going to ignore the warning you left in the debug logs and overwrite it. Limit one-off code-If you know Apex, it’s tempting to write a script and be done, but it’s not sustainable.Publish a data dictionary-This is a living document where you define all your naming conventions, schema, and data types, and rigidly adhere to a structure.To build your Salesforce deployment strategy for scale: