Things to Remember while Deployment

Goal is to list out all deployment chaos (issue, reasons and resolution) till now we have faced and follow it religiously.

Deployment Experience

Profile Deployment

  • Causes to deploy system permissions from Sandbox – may cause issue in production. Verify system permissions, if matches then deploy.
  • We faced issues in CK, we deployed profile – profile has IP Range in sandbox which caused issues on production and users were unable to login from other IP ranges.

Sandbox Link in Production

 Email Template

  • While deploying an email template, we forget to change the link in the email template – which introduces a very bad experience.
  • Image which comes from Document – got wiped when sandbox refreshed.
  • We have faced this issue numerous times. ALWAYS VERIFY IT.

Button/Formula Field

This button into Visualforce page with help of below controller which posses sandbox URL

Process Builder is deployed deactivated

  • Based on org level setting, PB is deployed as inactive status. Do not forget to activate after deployment.

FLS

  • When we deploy any field and do not add the profile, we must need to provide FLS manually.
  • It’s a very commonly occurring mistake. 

Page Layout 

  • Page layout deploys buttons and related lists that we ignore and we just look at the detail layout. 
  • Always take backup before deploying any user facing component.

Email Alert Recipients/From Address

  • While testing in sandbox, we add our email but we forget to remove it after deployment.
  • Also, we change from address to current user for testing but we forget to change it after deployment.

Always, a Backup Strategy

  • Always take backup of components you are going to deploy
  • You can just extract package.xml from the outbound changeset and then retrieve components from Production using Workbench or whatever deployment tool is being used.

https://help.salesforce.com/articleView?id=deploy_special_behavior.htm&type=5

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