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How to Use DevOps to Implement Salesforce Successfully?

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Phani Madhav Chegu,

May 19, 2023


How to Use DevOps to Implement Salesforce Successfully?

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Salesforce is the most widely used Customer Relationship Management (CRM) system; a survey by International Data Corporation (IDC) shows the robust IT platform is used by nearly 23.9% of companies across the world. The immense popularity of Salesforce can be attributed to the wide array of useful features that help increase efficiency and delight customers; a study shows users of Salesforce can cut the time taken to make decisions by 38%, increase sales revenue by 25% and enhance client satisfaction levels by 35%.

While it’s true Salesforce is a very useful tool, it can be a challenge to implement it effectively. The implementation process is time-consuming and requires a significant investment of resources. This problem can be resolved very effectively using Salesforce DevOps. Today, we’ll see how DevOps can be utilized to implement Salesforce very effectively. But first, let’s see what DevOps is and learn about the benefits of using the innovative paradigm.

Introduction to DevOps

DevOps is a novel approach that combines software development (Dev) with IT operations (Ops) to expedite the completion of the development lifecycle, while enhancing the quality of the software; you can seamlessly harness the power of automation to shorten development cycles and develop highly reliable software systems.

Benefits of Utilizing DevOps

Companies implementing DevOps can enjoy various benefits, including the following.

Faster Time-to-Market

You can use DevOps to effectively automate several tasks, leading to considerably shortened development cycles. This allows you to deliver new features and enhancements to users quickly, resulting in a significantly faster time-to-market.

Better Collaboration Among Different Teams

DevOps enables hassle-free collaboration between software development, Quality Assurance (QA) and operations teams. This results in a highly efficient development process.

Excellent Software Quality

You can utilize DevOps to automate software testing and deployment activities, leading to the development of software of the best quality; the number of defects introduced into the production environment can be reduced in a big way, making the software system highly stable.

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Let’s now proceed to understand the steps involved in implementing Salesforce.

The Steps of a Salesforce Implementation Process

A typical Salesforce implementation consists of the steps listed below.

1. Planning

This is arguably the most important phase of a Salesforce implementation. An organization defines its business requirements and develops a project plan for the implementation.

2. Design

In the design phase, the Salesforce system is designed according to the business needs identified in the planning phase.

3. Configuration

It’s now time to configure the Salesforce platform to meet the business requirements of the organization.

4. Customization

In some cases, the organization may need to customize certain features of the Salesforce system to meet its needs. The customization is carried out using Apex code or Visualforce pages.

5. Testing

In this key stage, the organization carries out comprehensive tests on the Salesforce system to make sure it meets its business needs.

6. Deployment

This is the last step in implementing Salesforce; the organization deploys the CRM platform to the production environment.

We’ll now move on to examine the challenges in implementing Salesforce.

Challenges Faced During Salesforce Implementation

A Salesforce implementation can be challenging due to several reasons, including the following.

Complexity of Business Requirements

Salesforce is a powerful tool that can be configured and customized to meet complex business requirements. However, implementing these requirements can be challenging and time-consuming.

Integration with Other Systems

Organizations often need to integrate Salesforce with other IT platforms, which can pose problems due to differences in data structures and protocols.

User Adoption

Ensuring smooth adoption of Salesforce by users can be a challenge, as they may resist change or may not fully understand how to use the system.

We’ll now see how DevOps helps implement Salesforce in a highly effective manner.

Utilizing DevOps to Implement Salesforce with High Efficacy

DevOps can enhance the Salesforce implementation process in several ways, by enabling the following.

Seamless Automation of Deployments

DevOps enables you to fully automate the deployment process, resulting in faster and more reliable deployments.

Significant Reduction of Manual Activities in Testing

You can reduce the manual efforts involved in testing your Salesforce system considerably, using DevOps. This results in software of better quality and fewer defects in the production environment.

Improved Collaboration Between Various Teams

DevOps helps you promote collaboration between developers, testers and operations teams, making your development process highly efficient.

Continuous Integration and Continuous Deployment (CI/CD)

You can leverage DevOps to enable Continuous Integration and Continuous Deployment (CI/CD), and this will facilitate faster development cycles and reduced time-to-market.

So far, we’ve seen what DevOps is and learned about the benefits of adopting the novel paradigm. We’ve also looked at the steps involved in implementing Salesforce and how DevOps helps implement the CRM system in an effective manner.

Let’s now look at a few best practices of using DevOps to implement Salesforce.

Best Practices for Utilizing DevOps to Implement Salesforce

Using DevOps to implement Salesforce requires careful planning and execution. Some best practices of leveraging the novel software development philosophy include the following.

Define Clear Goals

Before implementing DevOps, set clear goals of the implementation. This will ensure the implementation is focused and aligned with the organization’s business objectives.

Automate Processes

Automate as many processes as possible, including testing, deployment and monitoring. This will result in a faster and more reliable development process.

Foster Collaboration

Ensure smooth collaboration between developers, testers and members of the IT operations team. This will result in more efficient development processes and better communication.

We’ll now look at a few popular tools used to implement Salesforce using DevOps.

Tools Used in a Salesforce DevOps Implementation

Several tools can be used to implement Salesforce using DevOps such as the following.

  • Salesforce DX

Salesforce DX is a development platform that enables developers to build and deploy Salesforce applications very efficiently.

  • Jenkins

Jenkins is an open-source automation server that can be used to automate testing, deployment and other processes.

  • GitHub

GitHub is a web-based platform for version control and collaboration.

Let’s now look at the metrics to measure the efficacy of implementing Salesforce.

Measuring the Success of DevOps in Salesforce Implementation

To measure the success of DevOps in a Salesforce implementation, you must consider the metrics listed below.

Deployment Frequency

This metric indicates how often deployments are made to the production environment.

Lead Time

Lead time is a measure of the time taken to deploy a change from development to production.

Mean Time to Recovery (MTTR)

MTTR is a metric that helps you measure the time it takes to recover from a production issue.

As you can see, adoption of DevOps goes a long way in ensuring successful implementation of Salesforce. At Solunus, we help you make the best use of DevOps to leverage Salesforce to meet your needs in a highly effective manner. Our experts helped companies of all sizes across the industry spectrum utilize DevOps with high efficacy to implement Salesforce rapidly, with minimal interruption to their business operations. This rich experience coupled with our proven ‘requirements-first’ approach to software projects allows us to deliver the highest ROI on your Salesforce DevOps project.

Hope you liked this post. How do you use DevOps to implement Salesforce? We’d love to know.

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About Solunus

Solunus is a leading Salesforce consulting company, based in Dallas, TX, USA. Our proven ‘needs-first’ approach coupled with our unrivaled expertise of the Salesforce platform enables us to provide the perfect solution to help you deliver delightful services to customers and achieve rapid growth.