Salesforce deployments—often called ‘releases’—can feel overwhelming, even for experienced admins and consultants.
As the Salesforce organization grows more complex, every change you make in a sandbox environment has the potential to impact multiple systems, workflows, and integrations. And while making such changes, even a tiny misstep can lead to delays, data issues, or even downtime.
So, how do you make sure your deployment runs smoothly? That is exactly what this guide is here to solve.
At Minuscule Technologies, we have helped businesses of all sizes simplify their Salesforce deployments.
Whether you’re:
This checklist has got you covered.
In fact, this is the best Salesforce deployment checklist you will ever need for partial or complete deployment needs. So, let’s cut the guesswork and dive right into the details!
Here’s a harsh truth for you: Most deployments fail not because of technical issues but because of a lack of communication and openness. People (mainly your stakeholders) feel left out of the process.
And that’s why your project kick-off is one of the most critical steps in the process. It sets the tone for the deployment process. A successful kick-off ensures every voice is heard, every concern is addressed, and every role is clearly defined. It’s where you:
Let every voice be heard and addressed to establish transparency across teams.
Lay out clear objectives, milestones, and timelines.
Identify potential obstacles and handle them before they actually become issues.
Get everyone excited and invested in the project’s success.
Here’s the kick-off checklist to get you started:
Start by presenting the project’s goals, phases, and deliverables. Share insights into how Salesforce will address business needs, streamline operations, or solve current pain points.
Introduce the key players: your Salesforce experts, developers, project managers, and stakeholders. Everyone should know who is who so nobody gets lost.
Outline how the project will progress—discovery, development, testing, and deployment phases. For instance, share milestones like testing dates, UAT completion, etc. The more transparent you are, the more people will rally behind you.
Open the floor to questions.Encourage all participants to share any initial concerns or suggestions. Then, solve all the constructive feedback so you don’t get into trouble later on. You can do so by taking up surveys or other feedback mechanisms.
Engage every person from every level of your company - from C-level executives to end-users. It’s often people who use Salesforce on a daily basis who have the most helpful advice. So, treat them as project champions, not just participants.
Now, let’s move on to the next step on the Salesforce deployment checklist.
The success of any process heavily relies on your planning stage. So, before you rush out into the Salesforce development, why not start by
Here is the planning checklist to consider:
Map out each stage—design, development, testing, and go-live. Designate responsible individuals for each milestone to ensure accountability.
Now, start by documenting all the components you will need to deploy.
Introduce third-party tools to all your members involved in the deployment process early. This includes workflows, integrations, and customizations.
Break down large deployments into more minor phases. This reduces complexity and makes it easier to test, monitor, and address issues at each step.
After getting the requirements, it is time to move to the Design & Configuration phase. This is where you set the stage for your Salesforce deployment process.
Here’s the design checklist:
Once the design is finalized, it’s time for development and testing. At this stage, developers build custom features, automation, and integrations based on the requirements gathered earlier.
Here’s what you should include in your development and testing checklist:
Almost 28% of developers identify knowledge and training gaps as one of the major pitfalls for successful deployment. Hence, it becomes essential to provide your team with all training resources and knowledge so that they can navigate the new Salesforce system confidently.
Here’s what you need to include:
Develop easy-to-understand documentation that explains how to use new features and functionalities.
Offer live or recorded training sessions tailored to different user roles, such as end-users and admins.
Now, it’s time to execute the deployment. Execution is the phase when all operations come together. Here’s the checklist you need:
The work doesn’t stop after deployment. Once Salesforce is live, continuous monitoring and support are critical to its success.
Monitor system performance, usage, and user feedback to spot issues early.
Offer ongoing support and training to help users fully adopt Salesforce and integrate it into their daily tasks.
Now you have the hint: Salesforce deployments don’t need to be fussy. If you use this Salesforce deployment checklist, you can make it faster and less error-prone.
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Minuscule Technologies offers expert Salesforce development services and consulting to help you navigate your deployment confidently. Contact us to learn more.
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