7 posts tagged with "DevOps"

The SFITDelivery Knowledge Hub is now live at sfdevops.info and fully open source on GitHub.

This launch turns nearly four years of notes, templates, and delivery lessons into a public knowledge base for Salesforce teams. The goal is simple: make practical DevOps and Delivery Management guidance easier to find, reuse, and improve. Too many teams still rebuild the same release process, branching model, deployment checklist, and environment controls from scratch. This hub is meant to help with that.

What You Can Read Today​

The site already includes practical content across the core areas of Salesforce delivery:

• Roles and responsibilities for DevOps specialists and Delivery Managers
• Git strategies for Salesforce teams, including Trunk-Based Development, Git Flow, Org Branch, parallel releases, feature branches, and hotfix paths
• Release management topics such as planning, release on demand, incremental releases, large-scale delivery, and anti-patterns
• Salesforce deployment fundamentals, metadata delivery options, test execution, destructive changes, Quick Deploy, and packages
• Delivery strategies such as phased rollouts, dark launches, blue-green deployment, big bang, and A/B testing
• Environment management and operational controls, including monitoring, backups, debug logs, Event Monitoring, and Security Health Check
• Tooling guidance comparing platforms such as Copado, Gearset, and Salesforce DevOps Center

The strongest content today is intentionally practical and Salesforce-specific: branching, release process, deployment, environments, and operational reliability. This is not generic DevOps advice rewritten for a different platform. It is focused on the decisions Salesforce delivery teams actually make.

What Comes Next​

This is only the first public release. The roadmap continues into Delivery Management, process maturity, prioritization, quality control, audit, automation, and AI-assisted workflows for Salesforce teams.

You can follow planned and upcoming content on the Knowledge Hub Content Board.

Who This Is For​

If you work in Salesforce delivery as a DevOps engineer, Delivery Manager, release manager, architect, admin, or tech lead, this project is for you.

Start with the introduction, explore the sections that match your current challenge, and use the repository as a practical reference point for building better delivery processes.

Contribute​

This is a living knowledge base, not a finished book. If you have a better branching model, a stronger rollout checklist, a deployment edge case, or a lesson learned from a real project, contributions are welcome.

Open an issue, suggest an article, submit a pull request, or share the hub with your team. The more practical experience we can capture, the more useful this project becomes.

Meet in Berlin​

If you'll be in Berlin on May 8, 2026, I'll also be speaking at Wir sind Ohana about optimizing releases for Salesforce projects in a session called Small or Large, Often or Rare? How to Optimize Releases. It is closely connected to the same problems this Knowledge Hub is built to solve, so feel free to join the session and say hello.

Work on an important section dedicated to monitoring and managing Salesforce environments has been completed.

The following articles have been added so far:​

Backup:

• Data Backup – strategies for data backup and tool selection
• Metadata Backup – how and why to back up your environment’s configuration

Salesforce Monitoring:

• System Overview – tracking system resources
• Debug Logs – debugging Apex errors and more
• Apex Exception Email – automatic failure notifications in code
• Event Monitoring, Real-Time Event Monitoring – auditing events and activity
• Security Health Check – evaluating and managing environment security

The articles cover not only the built-in Salesforce tools but also practical advice on automation, CI/CD, and security compliance.
With these materials, you’ll be able to efficiently monitor the state of your Salesforce environment, quickly detect issues, and proactively prevent incidents.

Explore the new section, apply best practices, and ensure the stability and security of your Salesforce projects!

Got something to add? Suggest edits or new articles!

A new section on change Delivery Strategies has been added to the knowledge base. Now, detailed materials on key deployment methods are available to help minimize risks and improve system stability. What's New?

• Fundamentals of Delivery Strategies – How to choose the optimal deployment method
• Phased Rollouts – Step-by-step implementation to reduce risks
• Dark Launches – Deploying without user visibility
• Blue-Green Deployment – Minimizing downtime and enabling quick rollbacks
• Big Bang Deployment – Full release in one go and its risks
• A/B Testing – Experimenting to enhance user experience

These materials will help DevOps engineers, Delivery managers, and anyone involved in system changes to manage deployments efficiently and safely.

Basic articles have been added to the deployment management section.
In this section, you will find materials that will help optimize deployment processes, and improve system stability.

The section includes articles on the following key topics:

• Basics of Deployment Management: Understanding the differences between release and deployment stages to minimize risks and improve planning.
• Process Automation: Fundamental principles and approaches to automation for increased reliability and efficiency.
• Metadata Deployment Approaches: Choosing between full and partial deployment to optimize resources and enhance control.
• Testing During Deployment: Running tests to ensure high quality and system stability.
• Removing Outdated Components: Recommendations for implementing destructive changes to maintain order and relevance in the system.
• Quick Deploy: Leveraging accelerated deployment for critical changes.
• Version Management: Utilizing modular approaches and Salesforce packages to simplify updates and improve control.
• Quality Control: Using test coverage matrices for transparent analysis and quality improvement.

This section will become a valuable tool for teams aiming to optimize development and deployment processes in Salesforce. If you'd like to contribute, join the project!

Basic articles have been added to the release management section.
The articles contain information on methodology and practical advice on release management, with a separate note dedicated to HotFix. Anti-patterns can help conduct a quick, superficial review of the project's release management processes, allowing for the identification of common mistakes and shortcomings.

The portal structure has been modified for easier navigation.
Articles on Roles and Git Management, including descriptions of strategies and comparisons, have been added. Articles on other topics are currently being created.

DevOps and Delivery practices are underdeveloped in Salesforce projects. Small projects often do not integrate these roles with the existing ones on the project, such as developers. Large projects turn to off-the-shelf products. All of this leads to suboptimal solutions, or pitfalls laid at the foundation of the project.

This resource is created for sharing and accumulating experience and best DevOps and Delivery practices within Salesforce and cross-projects. Here, you will find documentation and technical solutions.

Please feel free to propose your changes/solutions/edits - this is an open project.

Let's make this world a better place!