Sort by Topics, Resources
Clear
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Salto for

Salesforce

Articles

SHARE

The no-code DevOps toolkit for Salesforce admins

Sagi Bracha

September 4, 2024

4

min read

Traditional DevOps in Salesforce involves a steep learning curve. Version control, CI/CD pipelines, and automated testing are powerful but often require significant technical expertise. For many admins, this can feel like learning a foreign language.

Despite these challenges, DevOps offers crucial benefits for Salesforce teams:

  • Faster, more reliable deployments
  • Improved team collaboration
  • Enhanced org quality and health
  • Greater visibility into changes
  • Increased adaptability to business needs

Salesforce admins find themselves in a tough spot. As experts who know the platform inside out, they are dedicated to solving problems and implementing the right solutions for the business. However, when complexity increases, their current tools—change sets, "Where is it Used?" and spreadsheets—often fall short. This is especially challenging when working alongside developers and pushing changes through the same pipeline, leading to increased errors, conflicts, and difficulties in tracking changes. They need a more robust solution, DevOps, but without the steep learning curve of mastering Git or diving deep into XML.

What's needed is a solution that brings DevOps power to Salesforce admins in a way that aligns with their tools and workflows. A solution that doesn't require them to become programmers overnight but still empowers them to manage their orgs efficiently and reliably.

Our no-code DevOps toolkit is designed to bridge this gap. By eliminating the need for XML expertise and complex Git operations, we've made top-notch DevOps accessible to admins and developers alike. From granular metadata selection to intuitive conflict resolution, our platform ensures smoother, faster, and more reliable deployments.

Experience the Ease & Confidence of NetSuite Customizations with Salto

Automate the way you migrate Jira configurations from sandbox to production

STAY UP TO DATE

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

No-code DevOps toolkit for every step of the deployment 

Say goodbye to complex command lines and hello to intuitive, truly admin-friendly DevOps.  Our no-code DevOps toolkit is based on Saltos' unique metadata vizualisation and our semantic understanding of the metadata, making every step of the deployment simpler without compromising quality.

Before the deployment 

Built-in impact analysis

Salto is the only DevOps solution with built-in impact analysis designed to help admins assess the impact of planned changes before implementation. This unique feature stems from our core technology: we retrieve your entire org, analyse it semantically and map relationships to the deepest level, ensuring we detect ALL dependencies. This allows admins to:

  • Explore what’s currently implemented 
  • Figure out where fields are being used (custom and standard) 
  • Understand where configuration data items are being used (e.g CPQ)
  • Find hard-coded user or profile IDs
  • Identify dependencies (parent, child, used by)

By integrating these capabilities into our DevOps platform, Salto eliminates the need for a separate impact analysis tool, removing the need to juggle multiple tools and reducing costs. This additional level of insight within a single platform enables admins to make informed decisions, reducing the risk of unintended consequences.

Simplified Org comparisons

Comparing orgs is a crucial step that helps admins identify differences between sandboxes and production, quickly determine what needs to be deployed, and ensure the target org is ready for the changes. However, most DevOps solutions rely on XML files to display differences, which are often lengthy and difficult to interpret.
Salto offers a simpler solution: a no-code diff view with a granular breakdown of metadata items, allowing admins to compare (and deploy) specific sections of metadata elements instead of the entire type. This approach lets you focus on relevant changes without wading through extensive metadata types. 

During the deployment 

Clean, modern UI that makes the deployment experience feel simple 

Salto's UI is a whole new ballgame. It was designed carefully to ensure you have all the right functionalities at the right time without overcomplicating the already complex deployment process. We could go on about how great it is, but why not take it for a spin yourself? You'll see what we mean.


Cherry-pick metadata selection

Salto's unique understanding of metadata semantics (and configuration data) sets us apart in the DevOps landscape. This deep comprehension enables us to break down complex metadata types into smaller, manageable components. As a result, you can cherry-pick specific parts of an element along with their associated dependencies. For example, you could choose specific permissions in Permissions Sets and only some parts of Layouts, Custom Fields, Picklists etc. 

This granular control empowers admins to improve deployment precision, reduce the risk of unintended side effects and improve the overall efficiency of the deployment process.

 

Spot All dependencies at All levels 

Salto offers the most extensive dependency mapping in the industry, surfacing relationships at all levels during the metadata selection process. 

Our granular breakdown of metadata types allows us to pinpoint precise dependencies of specific attributes rather than just the dependencies of the parent object. For example, when deploying a specific permission within a profile, we don't just show dependencies for the entire profile; We precisely identify dependencies related to that particular permission. 

Moreover, our dependency detection is recursive. Whenever a dependency is identified and added, we automatically re-run our detection engine to uncover any additional required dependencies. 

Intuitive conflict resolution

Salto's innovative approach extends to conflict resolution, addressing a process traditionally confined to Git and developers. Our intuitive conflict resolution feature is designed to support teams working with personal sandboxes, allowing them to catch and address conflicts when deploying to shared environments. By bringing conflict resolution out of Git and into an admin-friendly interface, Salto empowers the entire Salesforce team to collaborate more effectively, reducing bottlenecks and preventing team members from overwriting each other's work.

After the deployment 

Catch-all Change Log

Salto recently launched a new automated change log that captures all changes made to a single org, whether done through a Salto deployment or directly in the org. By using the Catch-all change log, your team can maintain a clear and accurate record of all changes, promoting better collaboration and more efficient DevOps processes. 

In addition to tracking the history of all the changes in the environment, you can also leverage Salto to document them. The change titles are editable, either through the deployment or through the change tab, so teams can edit the change title and include details about the changes as well as its respective Jira ticket. 

Revert and restore
While traditional DevOps often relies on Git for version control, Salto simplifies this process for Salesforce admins. By maintaining a detailed log of all environmental changes, Salto enables quick restoration to previous versions with just a few clicks. This feature ensures rapid recovery from production issues, providing peace of mind and operational stability. Key advantages include:

  • Easy rollback of Salto deployments
  • Restoration of environments to any previous state
  • Comprehensive change history without complex Git commands
  • Rapid issue resolution to minimize downtime

STAY UP TO DATE

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Embracing DevOps without XML/Git

Salto's no-code DevOps Toolkit revolutionizes Salesforce DevOps. By eliminating the need for XML expertise and complex Git operations, we've made top-notch DevOps practices accessible to admins and developers alike. From granular metadata selection to intuitive conflict resolution, our platform ensures smoother, faster, and more reliable deployments.

With Salto, you can:

  • Conduct thorough impact analyses before deployment
  • Compare orgs with user-friendly diff view
  • Resolve conflicts without Git knowledge
  • Maintain a comprehensive change history
  • Quickly recover from issues with easy rollbacks

Ready to transform your Salesforce deployment process? Book a demo with our experts and see our no-code DevOps Toolkit in action.

WRITTEN BY OUR EXPERT

Sagi Bracha

Marketing

Sagi is a Product Marketing Manager at Salto, overseeing Salto’s Jira, Salesforce and PLG business motions. Driven by data and audience insights, Sagi is excited about designing custom made, customer centric go-to-market strategies. Sagi also plays the keyboard in Salto’s band, and enjoys dancing and reading in her free time.

Sort by Topics, Resources
Clear
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Salto for

Salesforce

SHARE

The no-code DevOps toolkit for Salesforce admins

Sagi Bracha

September 4, 2024

4

min read

Traditional DevOps in Salesforce involves a steep learning curve. Version control, CI/CD pipelines, and automated testing are powerful but often require significant technical expertise. For many admins, this can feel like learning a foreign language.

Despite these challenges, DevOps offers crucial benefits for Salesforce teams:

  • Faster, more reliable deployments
  • Improved team collaboration
  • Enhanced org quality and health
  • Greater visibility into changes
  • Increased adaptability to business needs

Salesforce admins find themselves in a tough spot. As experts who know the platform inside out, they are dedicated to solving problems and implementing the right solutions for the business. However, when complexity increases, their current tools—change sets, "Where is it Used?" and spreadsheets—often fall short. This is especially challenging when working alongside developers and pushing changes through the same pipeline, leading to increased errors, conflicts, and difficulties in tracking changes. They need a more robust solution, DevOps, but without the steep learning curve of mastering Git or diving deep into XML.

What's needed is a solution that brings DevOps power to Salesforce admins in a way that aligns with their tools and workflows. A solution that doesn't require them to become programmers overnight but still empowers them to manage their orgs efficiently and reliably.

Our no-code DevOps toolkit is designed to bridge this gap. By eliminating the need for XML expertise and complex Git operations, we've made top-notch DevOps accessible to admins and developers alike. From granular metadata selection to intuitive conflict resolution, our platform ensures smoother, faster, and more reliable deployments.

What if Zendesk was 4x less work?

Request a Demo Get started with Salto

No-code DevOps toolkit for every step of the deployment 

Say goodbye to complex command lines and hello to intuitive, truly admin-friendly DevOps.  Our no-code DevOps toolkit is based on Saltos' unique metadata vizualisation and our semantic understanding of the metadata, making every step of the deployment simpler without compromising quality.

Before the deployment 

Built-in impact analysis

Salto is the only DevOps solution with built-in impact analysis designed to help admins assess the impact of planned changes before implementation. This unique feature stems from our core technology: we retrieve your entire org, analyse it semantically and map relationships to the deepest level, ensuring we detect ALL dependencies. This allows admins to:

  • Explore what’s currently implemented 
  • Figure out where fields are being used (custom and standard) 
  • Understand where configuration data items are being used (e.g CPQ)
  • Find hard-coded user or profile IDs
  • Identify dependencies (parent, child, used by)

By integrating these capabilities into our DevOps platform, Salto eliminates the need for a separate impact analysis tool, removing the need to juggle multiple tools and reducing costs. This additional level of insight within a single platform enables admins to make informed decisions, reducing the risk of unintended consequences.

Simplified Org comparisons

Comparing orgs is a crucial step that helps admins identify differences between sandboxes and production, quickly determine what needs to be deployed, and ensure the target org is ready for the changes. However, most DevOps solutions rely on XML files to display differences, which are often lengthy and difficult to interpret.
Salto offers a simpler solution: a no-code diff view with a granular breakdown of metadata items, allowing admins to compare (and deploy) specific sections of metadata elements instead of the entire type. This approach lets you focus on relevant changes without wading through extensive metadata types. 

During the deployment 

Clean, modern UI that makes the deployment experience feel simple 

Salto's UI is a whole new ballgame. It was designed carefully to ensure you have all the right functionalities at the right time without overcomplicating the already complex deployment process. We could go on about how great it is, but why not take it for a spin yourself? You'll see what we mean.


Cherry-pick metadata selection

Salto's unique understanding of metadata semantics (and configuration data) sets us apart in the DevOps landscape. This deep comprehension enables us to break down complex metadata types into smaller, manageable components. As a result, you can cherry-pick specific parts of an element along with their associated dependencies. For example, you could choose specific permissions in Permissions Sets and only some parts of Layouts, Custom Fields, Picklists etc. 

This granular control empowers admins to improve deployment precision, reduce the risk of unintended side effects and improve the overall efficiency of the deployment process.

 

Spot All dependencies at All levels 

Salto offers the most extensive dependency mapping in the industry, surfacing relationships at all levels during the metadata selection process. 

Our granular breakdown of metadata types allows us to pinpoint precise dependencies of specific attributes rather than just the dependencies of the parent object. For example, when deploying a specific permission within a profile, we don't just show dependencies for the entire profile; We precisely identify dependencies related to that particular permission. 

Moreover, our dependency detection is recursive. Whenever a dependency is identified and added, we automatically re-run our detection engine to uncover any additional required dependencies. 

Intuitive conflict resolution

Salto's innovative approach extends to conflict resolution, addressing a process traditionally confined to Git and developers. Our intuitive conflict resolution feature is designed to support teams working with personal sandboxes, allowing them to catch and address conflicts when deploying to shared environments. By bringing conflict resolution out of Git and into an admin-friendly interface, Salto empowers the entire Salesforce team to collaborate more effectively, reducing bottlenecks and preventing team members from overwriting each other's work.

After the deployment 

Catch-all Change Log

Salto recently launched a new automated change log that captures all changes made to a single org, whether done through a Salto deployment or directly in the org. By using the Catch-all change log, your team can maintain a clear and accurate record of all changes, promoting better collaboration and more efficient DevOps processes. 

In addition to tracking the history of all the changes in the environment, you can also leverage Salto to document them. The change titles are editable, either through the deployment or through the change tab, so teams can edit the change title and include details about the changes as well as its respective Jira ticket. 

Revert and restore
While traditional DevOps often relies on Git for version control, Salto simplifies this process for Salesforce admins. By maintaining a detailed log of all environmental changes, Salto enables quick restoration to previous versions with just a few clicks. This feature ensures rapid recovery from production issues, providing peace of mind and operational stability. Key advantages include:

  • Easy rollback of Salto deployments
  • Restoration of environments to any previous state
  • Comprehensive change history without complex Git commands
  • Rapid issue resolution to minimize downtime

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Embracing DevOps without XML/Git

Salto's no-code DevOps Toolkit revolutionizes Salesforce DevOps. By eliminating the need for XML expertise and complex Git operations, we've made top-notch DevOps practices accessible to admins and developers alike. From granular metadata selection to intuitive conflict resolution, our platform ensures smoother, faster, and more reliable deployments.

With Salto, you can:

  • Conduct thorough impact analyses before deployment
  • Compare orgs with user-friendly diff view
  • Resolve conflicts without Git knowledge
  • Maintain a comprehensive change history
  • Quickly recover from issues with easy rollbacks

Ready to transform your Salesforce deployment process? Book a demo with our experts and see our no-code DevOps Toolkit in action.

WRITTEN BY OUR EXPERT

Sagi Bracha

Marketing

Sagi is a Product Marketing Manager at Salto, overseeing Salto’s Jira, Salesforce and PLG business motions. Driven by data and audience insights, Sagi is excited about designing custom made, customer centric go-to-market strategies. Sagi also plays the keyboard in Salto’s band, and enjoys dancing and reading in her free time.