Tag Archives: salesforce

A multicultural Salesforce team looking at a screen with Prodly DevOps.

10 Benefits of Prodly DevOps for IT Teams

In this blog, we’ll discuss 10 benefits of Prodly DevOps for Salesforce IT teams, including enhanced change management, time savings, improved quality assurance, reliable auditability, and sandbox optimization. In addition, Prodly DevOps enables you to minimize data errors, achieve increased throughput of changes, eliminate ineffective silos, handle issues more proactively—and make your team much happier!

#1: Enhanced Change Management

Prodly supports you in improving your workflows based on reliable data. It lets you apply a governance framework to set strategic objectives for your Salesforce instance—as well as optimize the change request and delivery process.

Prodly simplifies the change management process with a preference for declarative changes so admins stay in the driver’s seat to handle change requests.

A multicultural Salesforce team looking at a screen with Prodly DevOps.

#2: Time Savings

Prodly DevOps automates the deployment process for Salesforce admins, closing the gap in your governance strategy. This saves hours—sometimes even days—of time during the release cycle, resulting in your team meeting more deadlines and being more productive. Do your team the favor of harnessing an agile approach to Salesforce changes with Prodly.

#3: Improved Quality Assurance

Prodly helps ensure every change request is fulfilled properly, from intake to completion. This allows you to handle QA, automatic regression testing, and rollbacks seamlessly.

#4: Reliable Auditability

When you’re making changes to Salesforce CPQ or some other CPQ app, you need to remain in compliance with financial regulations such as SOX regulations.

Prodly DevOps places the auditing process at the crux of how you control and manage your change workflows. It automatically tracks every change so you can go back and see exactly who changed what and when.

Auditability is also perhaps the most important part of maintaining the health of your Salesforce org. Prodly’s change log lets you perform root cause analysis, without which it’s difficult to pinpoint the cause of bugs and other issues and determine a solution.

#5: Sandbox Optimization

With Prodly Sandbox Management, you can seamlessly refresh your sandboxes and keep them in sync with production. This enables you to reduce the frequency and impact of bugs and errors in your production orgs. 

As a result, you can use your sandboxes more effectively—plus, you can create a reliable connection between your data and your team.

#6: Minimize Data Errors

As the market-leading automation tool for Salesforce data deployment, Prodly minimizes the number of errors during the deployment process. It’s unique in its ability to deliver reliability, efficiency, and flexibility. 

You’ll never have to experience the frustration of duplicate data and missing object relationships when manually deploying Salesforce records between orgs again.

#7: Increased Throughput of Changes

Thanks to the “clicks, not code” approach Prodly DevOps uses, you can greatly increase the velocity and pace of releases. With this low-code/no-code method, anybody on your team—business analysts, project managers, and business operations managers—can be a part of the change management process while still following best practices for governance.

#8: Eliminate Ineffective Silos

Prodly gives everyone—both programmatic and declarative developers—the ability to safely make Salesforce improvements within the defined change processes. It offers applications to support, track, and monitor the status of customer requests and other projects your team handles. 

This helps prevent serious breakdowns in communication that lead to silos and backups, not to mention leave your team loaded with unfinished projects. Treat your team to the next level of change management: Prodly DevOps! 

#9: Problems Are Handled More Proactively

Prodly empowers you to leverage proactive methodologies that help you eliminate wasteful processes and optimize those that work well. This reduces the chances of silos and bottlenecks that could have been avoided with proper planning and automation.

#10: Happier Users

Prodly lets you implement changes for your end users faster while enhancing the quality of the product. It’s all about ensuring deployments occur correctly every time while allowing your team to optimize building, testing, and delivering the next release.

Salesforce admins have much less busy work and move through their project timelines more efficiently. Developers appreciate being more challenged with projects that fall within their skill set.

Prodly DevOps: The Most Effective Low-Code Tool for Salesforce

Low-code platforms are specifically designed so IT teams can 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. That tool is Prodly DevOps.

Interested in taking Prodly for a test drive? Schedule a demo today.


What is DevOps?

DevOps is a methodology that enhances how you make changes to applications. In Salesforce, a growing number of declarative users are implementing Salesforce DevOps to achieve a more streamlined, bug-free, and well-documented change management process. Learn more about DevOps.

What is change management in Salesforce?

Salesforce change management involves defining and implementing a specific sequence of actions to achieve a desired change that supports a business’s overall objectives. Learn more about change management in Salesforce.

Sand dunes representing populating sandboxes with data

The basics of Salesforce sandbox seeding

Sandbox seeding, or data seeding, is the practice of populating a Salesforce org with record data after it is created or refreshed. While colloquially referred to as sandbox seeding, it’s important to note data seeding also applies to other types or Salesforce orgs as data can be populated or moved into Developer orgs, scratch orgs and even production.

Common use cases for sandbox seeding

A sandbox is merely a Salesforce environment that you can use for making changes to Salesforce, testing those changes, and training users on changes before making the changes available in production. So sandbox seeding is valuable at various stages of Salesforce development and enables admins/devs to complete projects faster, identify issues early (when they’re easier and cheaper to fix), and reduce the amount of time spent resolving bugs at every stage of development.

For example when starting a new Salesforce project, an admin will ideally start work in their own environment, perhaps a Developer or Developer Pro org. Individual Developer sandboxes provide quicker outcomes while virtually eliminating the chance of accidentally deploying unfinished work into Production or overwriting another teammate’s work. This also lessens the risk of exposing confidential data or impacting the daily tasks of your end users. Most Salesforce enhancements impact record data in one way or another, so it’s helpful to have real business data in your environment. While it is true you can use “dummy data”, substantial, real data is always best. Errors and issues are easier to spot when you’re working with real data, and you can compare against production to see exactly how changes would impact production data and user workflows.

Once the admin is confident their new solution is working the way they want, the next step is to make sure it plays nice with the changes other teammate’s have been making and, of course, production. For this you’ll want to have each individual promote their changes to a shared sandbox for testing. Frequently, admins/devs will want to seed data into the testing environment to achieve a production-like environment with current, clean data for testing so they be confident their changes will work in production.

While the majority of Salesforce changes should follow a release path where work starts in an individual Dev org and gets promoted up to testing sandboxes and ultimately pushed into production, there is also a solid argument to have an exception process for quick changes or hotfixes. Due to the urgent nature of hotfixes, companies often make changes in a dedicated sandbox and push them into production. This enables admins to keep production running smoothly, but can cause the orgs in the standard release path to become out of sync with production. After hotfixes, it is important to seed the testing and training sandboxes to ensure regular development projects have the latest configurations and data.

Finally one of the other benefits of seeding sandboxes with actual production data is that you will now be able to create a training environment for new end users and even new hires. How can you expect a new user to learn and understand how to use Salesforce if they don’t have real life scenarios and data for practice? Dummy data can inhibit the learning process because it doesn’t provide necessary business context for users. Keeping your training org current makes the transition to production easier for users.

Challenges to seeding sandboxes

Seeding sandbox testing should be a best practice for any Development/QA team, however manually having to seed data is very time-consuming and can lead to unnecessary added expenses and project delays. Data security concerns can also hinder data seeding effort, as selecting the correct subset of data and scrambling sensitive data all while maintaining the child-parent relationships that exist in production adds additional steps and complexity.

Prodly Sandbox Management automates sandbox seeding to move entire relational data schemas at once with granular control over which records will be seeded and obfuscation options for protecting sensitive data. If you’re interested in reducing your admin’s workload and speeding up your Development/QA sprint cycles by automating sandbox seeding, give us a call.