Defining Salesforce DevOps Strategy for Organizations

In its simplest form, DevOps is the short form for Development Operations, setting up the proper alignment of development organizations by covering up its tools, people, and behaviors to facilitate the behavioral and technical changes within its developmental practices.

Being the No.1 platform in enterprise management, Salesforce has introduced DevOps, which enables the application of DevOps practices and principles in the Salesforce instances of the organization. While it comes to Salesforce DevOps, the mechanics large revolve around:

  • Managing topology of the sandbox, production, and the Salesforce instances.

  • Maintain configuration of metadata that is consistent with the needs and challenges of your environment.

  • Executing, planning, and mediating end-to-end issues related to user acceptance testing.

  • Deploying all the changes across various instances with efficiency, speed, and consistency

  • All such activities are conducted in line with the maturity and capacity of the organization to manage them at scale.

While continuous integration and continuous deployment are enabled with a core set of tools and behaviors for matured DevOps practices, there are different considerations to be made about your team and company to devise a successful Salesforce DevOps strategy. Further in this article, we can see the various pieces necessary for the organization to get the right perspective to ensure the paradigm shift to ensure continuous improvement for the Salesforce DevOps.

 

Starting with the Why

Why do you have to bother about Salesforce DevOps?

How will it support and sustain your organization’s growth?

Will Salesforce update three times a year by itself and take care of all on its own?

We can frequently hear these questions as a salesforce DevOps admin or implementation specialist. These questions are highly valid and imply a healthy starting point for anyone who wonders what DevOps is and how it will help make your business better. We will start by taking it up to the next level about how Salesforce DevOps can support the "Why's" of your business strategy.

Say, for example, we may assume that you own a furniture making business. Then your specific big why may not be like that of a premium manufacturer of coffee tables who makes customized designs. Your team may be using Salesforce for its day-to-day operations, and the production team may be using the same to manage the fulfillment of the orders. So, soon, Salesforce becomes a part of the "Big Why" you follow by supporting the sales lifecycle, product catalog, and delivery processes.

As a business grows, these complexities may start to settle in. You can see that your product offerings, as well as customers, evolve on their own. Selling into more customer bases may demand various strategies around the pricing, expectations, and quality.

 

Salesforce DevOps is the future

As the complexity of Salesforce instances increase, the risk is also introduced inevitably. The user experiences, packaged applications, custom solutions, and integrations all need more configuration, development, and testing than Salesforce instances. This is crucial in terms of ensuring security, quality, and functionality. This will need some upfront work in Sandbox and mitigate the risk at your production instance on Salesforce, which may also otherwise break your why's.

 

Aligning the business goals

At the first point, it is also important to understand the relation between the business goals you set and the Salesforce org to align the Salesforce DevOps well. You may also recognize the value that Salesforce can bring on to your organization. You may want to take further steps to manage it with the stability offered by Salesforce proactively.

Further steps will be decided by your role in the organization and what you accomplish further towards the alignment of the company. The CTO, CEO, Technical Lead, and Staff Members may have different paths with varying overlapping paths based on a vision to demonstrate a value, set a budget, and also be compliant with the best practices in corporate governance. Going beyond the fundamentals, the DevOps strategy may also need to align with project management, performance management, and change management. This is used to plan, adapt, deliver, and measure the outcomes of the DevOps strategy.

Ultimately, Salesforce DevOps should also align culturally to the innovations' mindset, enabling continuous improvement, perseverance, and curiosity within the organization and people. It will also stand up to the demands of experimentations of DevOps with endless repetitions and some frustrations at the objects. You can customize some aspects to suit your specific requirements. Their business can integrate different aspects to get better results.  

 

The team for DevOps

Considering the people who run your DevOps, you may need a comprehensive team to support DevOps, which will help scale to match the sophistication, complexity within the constraints of the reality of your organization. While the team cannot be prescribed categorically based on various facets, some work roles become critical to initiate the Salesforce DevOps initiative. Some other roles become vital as complexity and scale evolve. Some such roles are:

  • The Visionary – To align everyone into the same mindset. A visionary leader is looking for all opportunities to reinforce the values of the tenets to the stakeholders.

  • Technical Owner – This role is more passionate about exploring and investigating new technology. Technical owner has the knack to pick up things quickly and not get bogged into details. This person is also capable of planning and prototyping the core pipeline to ensure iterative development.

  • Project manager – This project-minded owner manages the project by orchestrating the scope and ensuring quality. Accountability of the technical owners is also important to be monitored by the project manager to analyze the progress against the set goals.

Successful initiatives in Salesforce DevOps may also embody purpose, people, alignment, and needed tools. You need to understand that o two DevOps implementations may be the same, so the things we discussed in this post are to outline the areas to consider generically.  You need to analyze the case and define a strategic plan to identify the unique needs for your Salesforce DevOps implementation and put it into action.

 

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