Tag Archives: appops

Demystifying Version Control: What Salesforce Admins Need to Know

Are you looking to upgrade your team’s efficiency while boosting the reliability and security in your new DevOps tool? AppOps is supported by end-to-end version control to support Salesforce admins in better managing testing and production changes.

Let’s dig into why you as a Salesforce administrator should be using a DevOps tool with a version control system (VCS).

What is version control?

Version control, sometimes called source control, simply means tracking and managing changes to software code to ensure developers are always working on the latest version. If you only have one developer writing code, it’s easy for her to keep track of the changes she’s making and how they impact previous code. But with multiple developers working on different parts of the code, it requires much more effort and communication to keep the changes straight. A VCS is a tool that makes tracking and managing change easier for teams. 

Teams maintaining Salesforce encounter the same challenges—lots of people working on different parts of Salesforce, lost work, and difficulty fixing mistakes. For admins trying to follow  an agile release management methodology, version control is essential.

How Can Admins Benefit from Version Control?

We commonly think of the production org as the source of truth, but with version control that changes. The VCS becomes the source of truth, putting an end to questions about the correct version, and providing several big benefits for admins.

Identify conflicts as they occur

When you’re working with multiple versions of your project, you can make those changes less the stress of affecting work being done by another member of your team. By enabling version control you remove the anxiety of creating conflict while implementing changes. 

Track revision history of changes over time 

Sometimes, while working with changes, you need to refer back to a specific change you scrapped previously. AppOps is equipped to support moving backward in time and being able to pluck and reconfigure your changes as simply as pointing and clicking. 

Work in a true agile environment

Agile release methodology is based on close collaboration and continuous improvement achieved via tight feedback cycles. For this to be effective both developers and admins need to work from the same source of truth and follow the same process for introducing change. The point here is to reconfigure workflows for teams to make them more easily consumable for admins and other team members. 

AppOps is designed to work in conjunction with your Salesforce deployment system for ease of implementation. Which means you don’t have to load up on multiple tools to get the benefits of version control. Prodly is designed for admins to simply point-and-click to complete versioning control tasks as well as version both your data and code. 

Set up a demo to learn more about implementing AppOps for your team.

Exploring Bidirectional Sandbox Seeding for Efficiency-Focused Teams

When you want to maximize your team’s efficiency and improve your end-user experience, AppOps can help you transform your entire workflow. By using this low-code option for DevOps, your team will be handling change requests like clockwork. And it all starts with efficiently seeding your Salesforce sandboxes.

When developers are only able to work with partial data, the chance of bugs and errors slowing down progress is immense. Many teams lose steam in the development and QA process when they go the route of manually working with a sandbox test data set. Bidirectional sandbox seeding bestows control to anyone who can click through a data management workflow. 

What is Bidirectional Sandbox Seeding?

Sandbox seeding is when you deploy data from your production org to a sandbox, whether it’s a freshly created org or you’re refreshing it. With AppOps, your team has the ability to move data in both directions, which makes it bidirectional. This makes for much better auditability of changes in production and deployment results. When your governance strategy is supported by AppOps, here’s what the process should look like:

Bidirectional Sandbox Seeding makes it so that once you start with a fresh sandbox and deploy data to it, you can move in any direction through this flowchart. Whether you’re rolling back changes to start from the beginning or just need to change a tiny detail, you’re able to move through these phases in just a few clicks. 

Why Should I Seed Sandboxes?

The first rule of maintaining Salesforce is “don’t make changes in production.” But far too often that means everyone working in the same full or partial org, making it difficult to keep track of who’s doing what, increasing the odds of stepping on each other’s work, and near impossible to find a good window of time to refresh the sandbox. Best practice states that instead, each individual should start each project in a dedicated sandbox and then promote changes to a shared QA org before releasing the change in production. This allows individuals to work faster and gives companies more thorough testing, better auditability of changes, and more effective usage of their expensive sandboxes.

So what’s stopping more Salesforce teams from adopting a better release workflow? The lack of representative production data in lower level sandboxes makes it harder to imagine, configure, and test changes. This problem becomes more complicated as changes move up the release pipeline and you need to keep all of the sandboxes in sync with production.  

What Does Sandbox Seeding Look Like Without AppOps?

Without AppOps, you’re literally out there on your own having to use a barrage of tools to handle what AppOps does seamlessly. There’s the tedious process of using a data loader, which can be compounded based on the size of your project. Some companies have to employ a 3rd party developer to manage their sandbox, which can become quite costly. With AppOps Release, you’re able to populate—and even anonymize— representative test data into five orgs in just a matter of minutes. Prodly gives you more control of your data, your processes, and a greater probability of aligning your people with the needs of your stakeholders for every project. 

How Can I Use AppOps to Improve my Salesforce Governance Strategy?

Having a seamless, automated process for seeding sandboxes increases org health, fights errors, and immensely improves efficiency. AppOps can help you move your data up, down, backwards and forward between your production org and sandboxes. This eliminates the need to depend on a full copy to work from as you advance through changes. You’re also able to configure data simulations, which means you can make changes without consequences.  When you need to deploy complex data from a schema all at once, no more worries about complications. Prodly gives you the power to migrate data from up to five orgs simultaneously.

See for yourself how easy and quick it is to seed sandboxes with AppOps Release. Watch the Bidirectional Sandbox Seeding Webinar (25 min).

What Salesforce Admins Need to Know about DevOps

As a Salesforce administrator, you’re one of the biggest change agents in any organization. But how do you control  your workflow and effectively affect change management? In recent years, Salesforce DevOps has been gaining traction as a way to better manage releases and drive faster innovation.  

While you may think DevOps is more of a category of interest for developers, think again, as there is much more to explore. When implemented correctly, DevOps empowers Salesforce administrators to affect organizational efficiency in a whole new way and enables anyone who has an idea to participate in implementing it. 

Can DevOps support me as a Salesforce administrator?

Allow your perspective to be transformed to fully understanding the benefits of DevOps. Also understand that implementing DevOps starts with a Salesforce Governance strategy surrounding how everyone on your team participates in the flow of change. By defining a strategy for making changes and implementing Salesforce DevOps tools to make it easier to follow the change process you can dramatically increase who gets to participate in the ideation process of change management. 

For many teams, the process of implementation is the daunting part of the process of adoption that causes a bit of anxiety. But rest assured that the pain of not having a tool supporting your change management processes is much greater and over time only leads to a more restrictive, risk averse attitude towards Salesforce release management where only a few people are trusted to participate in the process. DevOps aims to break down these silos and encourage more people to participate in the management of Salesforce. 

Can DevOps help you better support your team?

AppOps was designed with the understanding that Salesforce developers and administrators alike want to accelerate the pace of innovation without sacrificing trust. There’s also the opportunity for Salesforce teams to:

  • Foster greater collaboration
  • Create more opportunities for inclusion
  • Develop goals that focus on empowerment
  • Maximize overall growth
  • Clear backlogged projects faster
  • Change your risk stance from risk adverse to willing to experiment

DevOps is centered around helping you build and adopt a culture, mentality and processes that encourage innovation. Being in the driver’s seat means you are able to introduce ideas that help you to sustain your workflows more effectively. 

You’re also able to test those solutions without fear of your team taking a hit to its time and resources. Learning about DevOps as a viable solution for improving your team’s bottom line is a great step.

Can DevOps help Salesforce Administrators better manage risks?

DevOps has the power to transform your company’s perspective on innovation, risk aversion and inclusiveness. When every member of your team is engaged to ideate within a trusted process with the appropriate safeguards, you can achieve a more robust flow of solutions and opportunities for consistent growth and collaboration. Likewise, when everyone is engaged in spotting and managing risks, the chances of bottlenecks or silos in these situations are significantly reduced and the changes that are promoted to production are more thoroughly tested. 

DevOps addresses this by making it a priority from the strategy development phase. Which is where it should be handled, not when your team is drowning in a sea of requests. 

To learn more about how DevOps can support you as an admin, contact us

10 Benefits of Implementing AppOpps for IT Teams

Often, when it comes to implementing changes in Salesforce, it isn’t until you have to make one that you discover breakdowns and bottlenecks that keeps your team from performing optimally. Prodly AppOps is all about enabling you through an easy-to-use UI that is built to empower admins and keep your team supported by sound governance, effective change management, and give you the data that helps you use your resources wisely.

Here are just a few of the benefits of employing AppOps to create a proactive team:

#1: Improved change management

From applying a governance framework to set strategic objectives for your instance to optimizing the change request and delivery process, AppOps supports you in improving your workflows based on reliable data. Starting with your strategic approach to change management, AppOps seeks to simplify the process of change with a bias towards declarative changes that keeps admins in the driver’s seat of handling appropriate requests. 

#2: Time savings

Frequent silos and exhausted project timelines cost your team more than just money and productivity. AppOps closes the gap in your governance strategy by automating the deployment process for your Salesforce administrators. This can save hours or even days of time wasted during the release cycle. Do your team the favor of harnessing an agile approach to Salesforce changes with AppOps. 

#3: Improved quality assurance

Are you set up to handle quality assurance properly? How about handling automatic regression testing and rollbacks seamlessly? When you’re working with change requests from your users, you need a tool that’s going to support your team in ensuring that every request is fulfilled properly, from intake to completion. 

#4: Reliable auditability

Auditability is perhaps the most important part of working with customer requests and maintaining the health of your Salesforce org. Without it, it would be difficult to track whether a process is working effectively, whether resources are being used to the best of their ability or if there needs to be a complete system overhaul. AppOps Release gives you the ability to track every change so you can go back and see exactly who changed what and when. AppOps places the auditing process at the crux of how you control and manage your change workflows.

#5: Sandbox optimization

Is your company using your Salesforce sandboxes to its full capacity? Most companies aren’t. With AppOps you can refresh painlessly and seamlessly keep your sandboxes in sync with production. You can also reduce the frequency and impact of bugs and errors in your production orgs. AppOps gives you the power to use your sandboxes effectively as well as create a reliable connection between your data and your team.

#6: Reduced data errors 

The frustration of duplicate data and missing object relationships when manually deploying Salesforce records between orgs is immeasurable against the satisfaction of working with AppOps. AppOps is unique in being able to provide this level of reliability, efficiency and flexibility. This is a tool that’s designed with all of the possibilities, for your team in mind, with the reliability and data-based efficiency known for results. 

#7: Increased throughput of changes

As your team’s usage of Salesforce grows, so should your tools for managing those changes. The low-code shift has given business analysts, project managers, and business operations managers the power to drive changes and improve processes right alongside Salesforce administrators and developers. The clicks-not-code approach of AppOps means increasing the velocity and pace of releases. With AppOps, anyone on the team can be a part of the change management process while still following best practices for governance. 

#8: Happier users 

The point of strategic governance is to bring a more quality product to your end user. Implementing AppOps means that your end user gets changes faster. Your Salesforce admins will have much less busy work and move through their project timelines more efficiently. Your developers will also appreciate being more challenged with projects that fall within their skill set. AppOps is all about ensuring deployments that occur correctly every time, while allowing your team to optimize building, testing, and delivering the next release.

#9: Problems are handled more proactively

Instead of being a reactive team, AppOps empowers you to move toward proactive methodologies that help you eliminate wasteful processes and optimize those that work well. Doing the work in the beginning helps to reduce the chances of silos and bottlenecks that could have been avoided with proper planning, and by automating repetitive tasks in the release process. 

#10: Eliminate ineffective silos

Without software to support, track, and monitor the status and progress of customer requests and other projects your team handles, it is common for there to be serious breakdowns in communication. This leads to silos and backups that leaves your team loaded with unfinished projects and saddles efficiency. AppOps gives everyone the ability to safely make Salesforce improvements within the defined change processes. Treat your team to the next level of change management, the low-code option that empowers admins and strengthens IT team’s strategic leadership.

Managing low-code platforms with low-code tools is the trend for IT teams looking to increase efficiency and deliver quality changes to end users faster. The foundation of your Salesforce change management strategy should be backed by a tool that addresses each project independently to assess the path through production. Interested in taking Prodly AppOps for a test drive? Schedule a demo today.