It's common for organizations of all sizes to stumble a bit before adopting an effective Release Management strategy. Whether you are small or large, join us as we cover important best practices, like: How many Sandboxes and what kind do I need? How can Developers and Admins best compliment each other's efforts? What is the best way to promote changes from one environment to another? Why can't I do my development in Prod? Get actionable recommendations for making your Salesforce development team more customer-focused by making your release cycle cleaner and more efficient. Audio: https://www.youtube.com/watch?v=SGiBNMahr6g

1. The Ideal Salesforce Development Lifecycle
Geoff Escandon, Appirio, Technical Consultant, @gjescandon
Brandy Colmer, Arrowpointe, Customer Success, @forcedotmom
Joshua Hoskins, Appirio, Solution Architect, @jhoskins

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3. Brandy Colmer
Customer Success Director,
Arrowpointe
@forcedotmom

4. Geoff Escandon
Technical Consultant, Appirio
@gjescandon

5. Joshua Hoskins
Salesforce MVP
Solution Architect, Appirio
@jhoskins

6. What had happen was...
•
•
•
Change Only in Prod
No Testing
No Formal Process Followed

7. What scenario applies to you?
Reactive?
• That “quick” production fix,
wasn’t so “quick”
• Skipped the Sandbox? Sloppy!
• New Process not followed?
Communication!
Proactive?
• No Process Defined
• Efficiency Freaks

8. So, imagine this...
•
•
•
•
Clear Repeatable Process from Idea to Release
Confident Deployments
Clear Communication (Actions, Roles & Vocabulary)
#Awesome Deployments
Frequent Deployments = Happy Users
Happy Dev Team = Happy Customers

9. Purpose
To give admins insight to why they have
challenges and provide the tools and
processes to improve

10. What’s in it for you?
•
•
•
Best Practices
Confidence
A Handy Dandy Cheat Sheet
o
Tools
o
Communication Role Matrix

11. Who’s on our Team!
Not Ideal Scenarios
•
Developer != Change Approver
•
Developer != Quality Assurance
•
Business Analyst != Change Approver
•
Change Approver != Quality Assurance
•
Project Manager != Developer
Ideal Scenarios
•
Admin = BA, QA, RM
•
Admin = Dev, != QA

12. Unfortunately the “Norm”
#NotAllowed

13. The Ideal Recipe for Success!
+

14. Who Talks to Who?
1. Product Manager, “I want something!”
2. Project Manager, “New Project!”
3. Business Analyst , “What & Why (-How)”
4. Developer = “Dev Complete”
5. Administrator, “I understand the Solution”
6. Quality Assurance, “Testing Complete”
7. Release Manager, “Deployment Tested!”
8. Change Approver, “Deploy!”
9. Release Manager, “Deployed!”
10. Administrator, “Unit Testing Complete”
11. Product Manager, “It’s working!”
12. Project Manager, “Project Closed, Next!”

15. Define BEFORE Design
- Who (Actor)
- What (Context)
- Why (Value)
- Acceptance Criteria

16. Design BEFORE Developing
- Native vs Custom
- User Experience
- System Impact
- Boundary Systems
- Level of Effort

17. Develop BEFORE User Review
#CommonSense ... duh!

18. Review BEFORE Deployment
- Unit Testing
- User Review
- Additional Iterations
- More Testing
- User Acceptance

19. Smaller Team? No Problem!
•
Builders cannot be testers!
•
Clear Boundaries, Keep Integrity

20. Deploy !?!?

45. Purpose
To give admins insight to why they have
challenges and provide the tools and
processes to improve

46. #DF13

47. All about Appirio
Appirio is a global services provider that helps enterprises
reimagine their business and become more agile using
crowdsourcing and cloud, social and mobile technology.
 More than 600 enterprise customers successfully moved to the cloud
 Strategic partner of Salesforce since 2006
 On-demand access to 600,000 of the world’s top developers,
designers and data analysts through Appirio’s community

48. All about Arrowpointe
Arrowpointe builds apps powered by the force.com platform.
We deliver some of the most popular and highest rated
applications on the AppExchange. Our core focus is
Geopointe, the #1 geo-mapping application available on the
AppExchange, and a top 10 app overall.
 Answer the ‘Where’ questions in your Salesforce data
 2012 AppExchange Customer Choice Award winner
 acrrowpointe.com/getmaps

49. Geoff Escandon
Technical Consultant,
Appirio
@gjescandon
Brandy Colmer
Joshua Hoskins
Customer Success,
Arrowpointe
@forcedotmom
Solution Architect,
Appirio
@jhoskins