Tag Archives: VCS

Salesforce admin using version control.

Version Control: What Salesforce Admins Need to Know

Version control is a critical aspect of software development, and it’s becoming increasingly important in Salesforce change management. In this blog, we discuss what version control is and how it can benefit Salesforce admins.

What Is Version Control?

Version control, sometimes called source control, involves tracking and managing changes to software code to ensure developers are always working on the latest version. 

If you only have one software developer writing code, it’s easy for them to keep track of the changes they’re making and how they impact the existing code. However, when multiple developers are working on different parts of the code, it requires much more effort and communication to keep the changes straight. 

A version control system or VCS is a tool that makes tracking and managing changes to the code easier for teams. 

Teams maintaining Salesforce encounter the same challenges as software developers. There are lots of people working on different parts of the Salesforce instance. Some are pro-code developers working in Apex, while others are admins and citizen developers. 

With all these different people working in the same environment, sometimes work is lost or overwritten, and it can be difficult to fix mistakes. 

Clearly, for admins following an agile release management methodology, version control is essential. 

Salesforce admin using version control.

How Can Admins Benefit from Version Control?

The most important advantage to using a VCS is that it becomes the source of truth—instead of the production org. 

This eliminates questions about which version is correct and provides several additional benefits for admins. 

Identify Conflicts as They Occur

When you’re working with multiple versions of your project, a VCS lets you make changes without worrying you’ll overwrite work another member of your team is doing. By enabling source control, you remove the anxiety of creating conflict when you implement changes. 

Track the Revision History of Changes Over Time

Sometimes, when you’re making changes, you need to refer back to a specific change you scrapped previously. A version control system stores a history of all changes made to the code, so you can easily look them up.

With Prodly, you can effectively “move backward in time.” Then you can pluck out the configurations you need and reconfigure your changes as simply as pointing and clicking. 

Work in a Truly Agile Environment

Agile release methodology is based on close collaboration and continuous improvement that you achieve by means of tight feedback cycles. For this methodology to be effective, both developers and admins need to work from the same source code and follow the same process for introducing change. 

To achieve this collaborative efficiency, you must reconfigure your workflow. It should be easy for pro-code developers to follow—plus, it should be easily consumable for admins and other no-code team members. 

Prodly Makes Version Control Simple

Prodly DevOps is designed to work in conjunction with your Salesforce deployment system, so you don’t have to load up on multiple tools to get the benefits of version control. If you’re an admin, you can simply point and click to complete versioning tasks—as well as version both your data and code. 

Request a personalized demo to learn more about implementing Prodly for your team!

Version control in Salesforce

What Is Version Control and What Are Its Benefits?

A version control system (VCS) tracks and manages the changes you make to your data and configuration data. It’s critical to managing changes in low-code Salesforce apps that use complex configuration data, like Salesforce CPQ and Field Service Lightning. 

A VCS offers many benefits, including faster iterations and configurations, improved collaboration within teams, and enhanced compliance. 

Version control in Salesforce

What Is Version Control?

Ever wish you could roll back changes you just made to your production org in error? How about being able to track the revision history of your changes over time?

Version control (also known as revision control or source control) is a methodology that resolves data control and management scenarios like these.

A VCS tracks and manages the changes you make to your data. In Salesforce apps that use configuration data, tracking changes as you move the data from Developer sandbox to QA to UAT to production is paramount. 

Especially in DevOps, where your changes occur fluidly, dynamically, and rapidly, version control is an essential component of configuration data management. That’s why it’s increasingly becoming a necessary element of the release management process.

The Benefits of Prodly With Version Control

Prodly with version control makes agile development a reality for complex, low-code Salesforce apps. Unlike other version control offerings for Salesforce, Prodly manages your configuration data, which makes it perfect for Salesforce CPQ, FSL, Billing, and B2B Commerce.

Prodly version control combines the power of Salesforce orgs and VCS branches. Using Prodly version control as your single source of truth has the following benefits when compared to traditional in-org development:

  1. You can iterate and configure faster in a truly agile environment.
  2. It improves collaboration within and amongst teams.
  3. You can ship complex configuration features faster.
  4. You can identify conflicts head on.
  5. It provides a full change history and audit trail.
  6. It allows you to maintain SOX compliance.
  7. You can easily roll data back to prior states.

How Does Version Control Work in Salesforce?

Version control in Salesforce works like this:

The initial master data commit retrieves your configuration data from your Salesforce production org and stores it in the VCS. At that point, the data in the VCS becomes your single source of truth. Going forward, you initiate all changes to data in your production org through the VCS.

A version in the VCS is a snapshot of your data at a given time. You check data out of the VCS, update it, and check it back in, creating a new version against which further changes are made. Then, if needed in the future, you can roll back your data to any version.

The VCS records all the changes you make so you can easily roll back to an earlier version if necessary due to a bug. At the same time, this change tracking creates an audit trail you can use for compliance purposes.

Does the VCS Replace My Deployment System?

You might be wondering whether the VCS replaces your deployment system. The short answer is no, it does not. 

The VCS works in conjunction with your deployment system through a concept called branching. A branch is a snapshot of your data created in the VCS and then deployed to a separate Salesforce sandbox or development org. 

Similar to how you likely work now, you develop your new features in the separate org to protect the data in your production org. When you’re ready, you check the changes back into the VCS branch, merge the branch back into the master, and deploy the changes to your production org.

To learn more about Prodly, request a demo.