While this subject seems to be a no brainer for most experienced Salesforce consultants, this happens much more than we care to admit. We are constantly building solutions that have many moving parts managed by, potentially multiple, teams located throughout the world or even in the same building. Configuration is constantly being pushed through the various development streams culminating in a release to production. Even with the best controls in place, one team may have had an end user ask for a simple configuration change to be made and it does not make it into the formal release documents…Continue reading “Simple tasks to ensure that critical customer data and metadata is properly protected when executing a major or minor release to production in Salesforce”
About Mark Simpson. He is a 20-year veteran of the CRM consulting space where he has delivered solutions to both private and public sector organizations using Salesforce and Siebel CRM. He is currently a Solution Architect and Principal with Apps Associates.