Streamlining Salesforce Deployment Processes for Enhanced Health Plan Management

Streamlining Salesforce Deployment Processes for Enhanced Health Plan Management

Streamlining Salesforce Deployment Processes For Enhanced Health Plan Management

TECHNOLOGIES USED

01

Copado

Salesforce deployment tool
02

Salesforce and Velocity Components

Key technologies for health plan management
03

Git Repository

Version control system for source code management

GOALS

01

Efficiently complete all backlog deployments using Copado & Run test classes for code coverage and deploy stories in QA.

02

Ensure synchronization between the Dev Org Git repo and QA Repo & Facilitate the deployment of Salesforce and Velocity components in QA.

03

Define a clear approach to resolve merge conflicts and deployment errors & Monitor deployment requests through the Deployment tracker.

04

Create Copado user stories, commit components as per developer requests, and validate against QA.

CHALLENGE

A leading healthcare client faced significant challenges in their Salesforce deployment processes, particularly with the initial setup of Copado. The need to establish a robust deployment process, complete backlog stories deployed manually, and address daily deployment tasks posed obstacles. Ensuring synchronization between the Dev Org Git repo and QA Repo, along with resolving merge conflicts and deployment errors, were critical challenges.

SOLUTION

We partnered with the client to implement a comprehensive solution to address the deployment challenges:

01

Copado Implementation

Assisted in the initial setup of Copado for streamlined deployment processes.
02

Backlog Deployment Strategy

Developed and executed a strategy to efficiently complete all backlog deployments using Copado.
03

Git Repo Synchronization

Ensured synchronization between the Dev Org Git repo and QA Repo for consistency.
04

Merge Conflict Resolution

Defined a clear approach to resolve merge conflicts and deployment errors.
05

User Stories Creation

Generated Copado user stories, committed components per developer requests, and validated against QA.
06

Code Coverage and QA Deployment

Ran test classes for code coverage, collaborated with developers to resolve deployment errors, and successfully deployed stories in QA.
07

Deployment Monitoring

Implemented a Deployment tracker to monitor deployment requests from developers.
08

Velocity Components Deployment

Facilitated the deployment of Salesforce and Velocity Components in the QA environment.

RESULT

Our collaboration with the client led to a successful transformation of their Salesforce deployment processes. The goals of completing backlog deployments, ensuring repo synchronization, and defining a strategic approach to conflicts and errors were achieved. The implementation of Copado streamlined daily deployment tasks, enhancing efficiency. The deployment tracker provided real-time visibility into deployment requests, ensuring a systematic approach. The successful deployment of Salesforce and Vlocity Components in QA showcased the improved reliability and effectiveness of the deployment processes. The case study highlights the successful resolution of challenges, resulting in a more robust and streamlined Salesforce deployment framework for the client.