Automation and Salesforce DevOps: A Recipe for Accelerated Development

Automation and Salesforce DevOps: A Recipe for Accelerated Development

Last Updated on July 3, 2023 by Rakesh Gupta

In today’s fast-paced business world, software development efficiency is vital. Automation has emerged as a key solution, streamlining processes to increase productivity and free up innovation. Salesforce is not immune to these industry-wide challenges and complexities.

Enter DevOps. DevOps has evolved into an essential element in software development, including Salesforce. Through the collaboration of developers, administrators, and stakeholders, Salesforce DevOps creates a perfect environment for automation.

The combination of automation and Salesforce DevOps reaps manifold benefits: fewer errors, quicker market readiness, a streamlined release pipeline, less repetition, superior code quality, and stronger feedback mechanisms. It improves the operational efficiency and deployment speed in the Salesforce ecosystem, fostering agile development.

This article explores the intersection of automation and Salesforce DevOps, the benefits of their synergy, and practical ways to apply it for faster development in your Salesforce operations. Whether you’re a Salesforce pro or a newbie, this article offers insights to bolster your Salesforce DevOps approach with automation.

Understanding Salesforce DevOps

Before we delve into how Salesforce DevOps and automation intersect, it’s critical to grasp what Salesforce DevOps entails. 

DevOps, a combination of ‘Development‘ and ‘Operations,’ is a set of practices designed to merge software development, quality assurance, and IT operations into a unified, seamless process. In a Salesforce context, DevOps is the marriage of these principles with Salesforce’s robust CRM capabilities, aiming to facilitate smoother and faster development and deployment processes.

At its core, Salesforce DevOps embodies principles like:

  1. Continuous integration and continuous delivery (CI/CD),
  2. Shared responsibilities,
  3. Customer-centric action,
  4. Culture of collaboration.

The goal is to create a cohesive environment where administrators, developers, and other stakeholders can work in harmony, leading to shorter development cycles, faster time-to-market, and high-quality software.

However, despite the advantages of Salesforce DevOps, developers often encounter challenges. While an asset, Salesforce’s comprehensive features and customizability can complicate the development and deployment process.

Challenges differ from team to team and use case to use case, but here are a few of the common ones:

  • Differences in environments,
  • Managing code dependencies,
  • Handling metadata,
  • Aligning different teams’ work
  • Need to maintain code quality
  • System stability while delivering at speed

This is where automation comes to the rescue. Automation, in essence, is the use of technology to perform tasks with reduced human intervention. When applied to Salesforce DevOps, it can significantly alleviate these challenges.

Automated testing, for instance, can enhance code quality by identifying bugs early in the development process. Automated deployments can synchronize metadata and code across different environments, reducing deployment errors. Similarly, automating repetitive tasks can free up developers’ time, allowing them to focus on more value-adding activities, like feature development or system design.

Moreover, automation fosters a more agile development process, allowing for regular, incremental updates rather than rigid Salesforce deployments. This aspect shortens the development cycle and makes it easier to roll back changes if something goes wrong, increasing the overall system stability.

Leveraging Automation for Accelerated Salesforce Development

Accelerating Salesforce development through automation entails identifying manual, repetitive tasks, implementing suitable automation tools and frameworks, and refining processes to improve efficiency and reduce bottlenecks. Let’s delve into each of these areas in more detail:

Identifying Manual, Repetitive Tasks

The first step towards automation is recognizing which tasks are slowing your development speed.

These typically include:

  • Code reviews,
  • Testing,
  • Deployment,
  • Configuration,
  • Data migration.

They often involve tedious manual processes that consume time and are prone to errors. By identifying these tasks, you can pinpoint where automation will provide the most benefit and significantly impact your development speed and efficiency.

Implementing Automation Tools and Frameworks 

Once you’ve identified the areas that could benefit from automation, it’s time to choose and implement the appropriate tools and frameworks. Salesforce offers several built-in automation features like Apex and Salesforce Flow.

However, other tools may be more suitable for complex tasks, such as Salesforce DX for development lifecycle management, or Jenkins and CircleCI for continuous integration and delivery. When selecting these tools, ensure they align with your team’s skills and the specific requirements of your Salesforce environment.

Streamlining Processes to Improve Efficiency

Automation is not just about tools and technology. It’s also about refining your processes. Review your current development workflow to identify potential bottlenecks and areas for improvement.

For instance:

  1. How are bugs reported and tracked? 
  2. How often do deployments occur, and how are they scheduled? 
  3. How is feedback gathered and acted upon?

Streamlining these processes can dramatically improve your team’s efficiency, allowing you to get the most out of your automation efforts.

It’s worth mentioning that the benefits of automation go beyond accelerating development. Automation can also enhance code quality by catching bugs early through automated testing. It can reduce deployment errors by synchronizing code across different environments. 

And by freeing up developers from routine tasks, it allows them to focus more on feature development and system design, thereby fostering innovation and enhancing the value delivered to the end users.

Automated Testing for Accelerated Salesforce Development

Testing is a crucial component of any development lifecycle, and its significance grows multifold in accelerating Salesforce development. Regular and thorough testing helps identify bugs and issues early on, reducing the risk of costly and time-consuming fixes down the line. It assures the quality and reliability of the application, which in turn, contributes to better user experiences and business outcomes.

Automation can supercharge this testing process. Automated testing involves using software tools to execute tests and compare actual outcomes with expected results. Implementing an automated testing strategy for Salesforce applications can drastically speed up the development process, ensuring faster, more efficient, and reliable deployments with fewer errors.

There are numerous tools available for automated testing in Salesforce. Apex provides built-in support for unit testing, while tools like Selenium, Provar, and AssureClick can automate UI testing. Jest is an excellent choice for testing Lightning Web Components (LWC). When selecting a tool, consider your application’s specific needs, your team’s expertise, and the complexity and frequency of your testing requirements.

Following best practices is essential to realize the full potential of automated testing. Here are some of the best practices for efficient and comprehensive automated testing in Salesforce development:

  • Aim for High Test Coverage: Ensure you’re testing all parts of your application. Salesforce requires a minimum of 75% code coverage, but aiming for higher coverage can provide more confidence in the application’s reliability.
  • Create Repeatable and Self-contained Tests: Tests should be able to run in any environment and should not rely on data from previous tests. This ensures that each test validates a specific piece of functionality independently.
  • Maintain Your Test Suites: As your application evolves, your tests should too. Regularly review and update your tests to ensure they accurately reflect the current state of your application.
  • Implement Different Levels of Testing: Combine unit testing, integration testing, and UI testing to validate all aspects of your application. Each level of testing provides a different perspective on the application’s functionality.
  • Prioritize Test Readability: Tests often serve as documentation, explaining what a piece of code is supposed to do. Ensure your tests are well-structured and clearly written so they’re easy for others to understand.
  • Incorporate Testing Early in the Development Process: Don’t wait until the end of the development cycle to start testing. Incorporating tests early and often allows you to catch and fix issues quickly.

Continuous Integration and Deployment with Automation

Continuous Integration and Continuous Deployment (CI/CD) form a central pillar of Salesforce DevOps. CI/CD is designed to reduce errors and accelerate development through ongoing code integration and consistent, automated deployment processes.

In the context of Salesforce, CI regularly merges code changes into a shared repository, often multiple times a day. Each integration is automatically verified by building the application and running tests, ensuring that new changes integrate seamlessly with the existing code and do not introduce errors.

On the other hand, CD is automatically deploying those changes to production, ensuring that new features, configurations, and improvements reach the end-users as quickly as possible. In Salesforce, CD can involve deploying changes to different environments, like development, testing, staging, and production environments.

Automation is key to achieving seamless Salesforce CI/CD processes. Through automation, you can streamline and standardize the steps involved in:

  • Building, testing, and deploying Salesforce applications,
  • Reducing the potential for human error
  • Speeding up the overall development cycle.

Automating the build process ensures that code changes are consistently integrated and validated. Automated testing, as we discussed earlier, verifies the integrity and quality of the new code. Automating the deployment process helps to synchronize code and configuration changes across different environments, ensuring that all DevOps teams are working with the latest and most accurate version of the application.

Version Control and Change Management Automation

In Salesforce development, version control and change management are pivotal in maintaining your application’s integrity, consistency, and quality.

Version control, an integral part of software development, involves managing and tracking different versions of your codebase. It allows you to view changes over time, revert to previous versions when necessary, and manage code from multiple developers concurrently.

Change management refers to managing and tracking system changes, including configuration changes, code modifications, and new feature implementations.

Automating these processes can enhance their efficiency and reliability in Salesforce development.

  1. Automated version control allows for more seamless code integration from different developers, reducing the risk of conflicts and errors.
  2. Automated change management ensures that all modifications to your system are accurately tracked and verified, improving accountability and facilitating the diagnosis of any issues that arise.

Several tools can aid in automating version control and change management in Salesforce. Version Control Systems (VCS) like Git, allow for effective version control. It facilitates easy tracking of the codebase changes, helping to maintain the code integrity.

DevOps tools like Copado or Gearset can help automate tracking and deploying changes across different environments for change management. They provide comprehensive visibility into your change history, enabling you to manage changes more effectively and maintain the stability of your application.

Monitoring and Error Handling Automation

In the fast-paced realm of Salesforce development, automation’s role extends beyond building, testing, and deploying. Automated monitoring and error handling are equally important to maintain application health and swiftly rectify any issues.

Automated monitoring entails using tools to constantly keep track of your Salesforce applications’ performance, usage, and overall health. This proactive approach allows development teams to identify and address potential issues before they affect users.

Proactive error handling goes hand in hand with automated monitoring. Instead of waiting for issues to be reported, proactive error handling involves using automated systems to identify and often resolve problems as soon as they occur. Automated error notifications ensure your team is instantly aware of any issues, enabling swift response, minimizing downtime and reducing the chance of costly mistakes.

Implementing these automation tools in Salesforce DevOps involves strategically using resources like Salesforce’s Event Monitoring, which provides a stream of your org’s application audit events, and Error Warning and Monitoring tools, which can automatically notify you of errors or exceptions.


Automation combined with Salesforce DevOps practices offers a powerful strategy for accelerating development and enhancing software quality. It’s a recipe for success in today’s fast-paced digital landscape.

To implement automation in your Salesforce development, start by identifying repetitive tasks that could be automated. Then, deploy suitable tools for tasks such as continuous integration, automated testing, version control, and application monitoring. Streamline any manual process alongside implementing these tools, creating an efficient and effective development workflow.

Adopting automation in Salesforce DevOps speeds up development and bolsters your applications’ reliability and value. As the Salesforce ecosystem continues to evolve, the role of automation will grow further, shaping the future of Salesforce development.


This article was written by Sam Hops. She is a content writer for a digital magazine that covers design, ecommerce, digital marketing, and entrepreneurship-related topics. Sam is passionate about all things digital marketing but has a particular interest in graphic design, SEO and social media.

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