The org-to-org release model for Salesforce is dying out. Each year, thousands more teams adopt version control, CI/CD and other essential DevOps practices that improve the speed and quality of Salesforce releases.
DevOps delivers. But with a more sophisticated release workflow, it can be a challenge to visualize the whole process, manage it successfully, and measure the impact. Teams can even fail to achieve their ambition of continuous delivery due to stalled automation and bottlenecks.
So in this article, we’ll illustrate how teams can visualize, manage and measure their entire Salesforce DevOps pipeline using Gearset’s Pipelines, our end-to-end Salesforce release management solution, which functions as the command center and source of truth for your Salesforce release process.
DevOps pipeline visualization
Proper release management has to start with visibility. If you can’t easily see what’s happening across the whole development lifecycle, tracking your own work is difficult enough — let alone collaborating with the rest of your team.
Without visibility of the pipeline, your team has much less clarity about the agreed process. Our State of Salesforce DevOps found that 6% of teams have no agreed release process at all.
To give teams this much-needed visibility, on Gearset’s Pipelines dashboard, you can see:
- Your entire CI/CD pipeline, end to end.
- The live status of every environment — stable, merging or conflicts.
- All pull requests with work progressing through the pipeline.
The Pipelines dashboard captures everything — not just the changes made in Gearset. It’s tightly integrated with your Git hosting provider, so if you have a developer making changes in GitHub Enterprise, for example, that’ll be shown in Pipelines. It also integrates with your work tracking tools, such as Jira, so your associated tickets are automatically updated as work progresses. And you can view all PR checks in one place, ensuring your changes are promotion-ready without switching platforms.
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DevOps pipeline management
Getting visibility of your DevOps pipeline is great, but interacting with all of the environments, user stories, and automation jobs is where Pipelines really accelerates your release process.
Create the right pipeline for your team
There isn’t one Salesforce DevOps model that works for every organization — it depends on compliance constraints, existing environments, team setup, and how you combine speed with security.
As a result, Gearset doesn’t enforce a particular setup. You can build a pipeline out of your environments and configure automation jobs to suit your needs. The underlying branching strategy is essentially an expanded branching model with long-lived branches mapped to each Salesforce org. You can decide whether to release finished changes directly to production, or use a release branch model to maintain a set release cadence. You can even set up projects within the pipeline for long-running work that you don’t want blocking the BAU pipeline.
Not sure on the best approach for your team? We’re always happy to advise, based on your starting point and specific objectives.
Promote changes with minimum effort
Your DevOps pipeline should keep work flowing along smoothly, with minimal effort to get started and then promote changes through to production.
Within the Pipelines UI, you can create a new feature branch, commit changes from your sandbox, and open a pull request to the start of your pipeline. Or you can start the process from a Jira or Azure DevOps user story. Within Pipelines, simply select the relevant ticket and Gearset will create the feature branch using the ticket name. Moving changes through your pipeline is a matter of clicks, because Gearset automatically creates the next pull request for you at each stage.
As you promote your changes, it’s quick and easy to resolve merge conflicts due to the user-friendly, side-by-side interface. You can choose specific elements of each conflicted file, bringing together the best parts of each branch. And Gearset can merge XML files that Git would consider a merge conflict, because it recognizes Salesforce metadata and understands where changes can be combined without manual intervention. So you’ll see fewer merge conflicts with Gearset.
Sometimes you’ll want to use the same conflict resolution in a later environment to save time and manual effort. Gearset saves your past conflict resolutions, and flags you might want to reuse them.
Keep all your environments in sync
It’s all too easy for environments to drift further and further apart, but you can prevent this from happening with Pipelines. When you merge changes into an environment, Gearset doesn’t only create the pull request to the next environment in the release pipeline — it also automatically creates PRs to your upstream environments. So you can sync up everything in a few clicks while promoting your changes.
Gearset also solves a huge challenge faced by Salesforce teams: keeping developer sandboxes in sync while protecting uncommitted work from being overwritten. Users can update directly from their source of truth in a matter of clicks, rather than tackling multiple back promotion branches and pull requests in order to stay synchronized.
For teams managing multiple production orgs, staying in sync across environments can be especially challenging. Gearset’s layered modules work seamlessly with Pipelines, helping you separate shared and org-specific metadata so you can deploy consistent changes across all your orgs without duplication.
Bake in testing
Automated testing is an essential part of successful CI/CD. In Pipelines, you’ll find all the results from your testing, including:
- Unit testing. Test that Apex classes execute as intended at every stage in the pipeline. Gearset also tracks your code coverage so you can make sure it never falls below Salesforce’s minimum of 75%.
- UI testing. Integrate with AccelQ, Eggplant or Provar to make sure changes behave as expected in the Salesforce UI.
Alongside reducing your workload with our automated testing solution, Gearset also helps you maintain a fast-flowing pipeline in two key ways. Our problem analyzers catch deployment blockers ahead of time, preventing undeployable metadata getting into version control. And you can set up automated validations for pull requests, so you know for sure before merging that the changes can be deployed to the eventual target Salesforce org.
Automate code reviews in Pipelines
Catching security vulnerabilities, bugs, and code quality issues late in the release pipeline is costly. It often blocks the pipeline and forces rework after significant time and effort has already been spent.
It’s vital to “shift left” your testing and analysis, catching problems early on when they’re cheapest to fix — and then to continue checking at every stage of the pipeline. At the same time, you need to implement these checks without unduly slowing down delivery and compromising on release cadence.
With Gearset Code Reviews, you can seamlessly integrate quality and security scanning into your CI/CD pipeline. Identify, block, and fix security and quality issues right where you’re already working — on pull requests in your pipeline.
Code Reviews uses a configurable ruleset aligned to Salesforce’s Well-Architected framework and OWASP Top 10 vulnerabilities. Its deterministic behavior makes it a dependable reviewer — all the more important as AI-generated code increases the volume of changes and potential issues.
When you promote a PR to a chosen environment, Gearset automatically scans the changes and surfaces any issues directly in the Pipelines interface. Code Reviews doesn’t just analyze Apex code, but Flows, Lightning Web Components, Visualforce, and Aura.
You’ll see a summary showing critical errors, warnings, and the total number of issues found, with the ability to drill down into detailed reports without leaving Pipelines. You can filter issues by severity, view exactly where problems occur in your code, and ensure that only high-quality, secure changes move forward. Where fixes are unambiguous, Code Reviews can autofix the issue for you.
Track DevOps performance with the DORA metrics
Even with comprehensive visibility and strong release management, you need to track your DevOps performance to identify opportunities to improve. Performance measurement also helps you demonstrate success to senior management — often as part of measuring DevOps ROI.
Pipelines enables you to measure your DevOps performance in terms of the DORA metrics: deployment frequency, lead time for changes, change failure rate, and mean time to recover.
Gearset provides a native DORA metrics dashboard, displaying your key metrics over customizable time periods, with comparisons to previous periods so you can track improvements over time.
Back up before you deploy
When deploying changes to production, having a comprehensive backup gives you a critical safety net, so you can deploy with confidence. Gearset lets you run a pre-deployment backup job right from within Pipelines, ensuring you have a complete snapshot of all your data and metadata before making any high-impact changes.
Running a backup before deployment is a best practice that helps you recover quickly if anything goes wrong. Rather than managing backups separately, you can incorporate them seamlessly into your release workflow. Simply click “Back up now” in your pre-deployment steps, and Gearset will run your configured backup job before the deployment proceeds.
This feature requires an existing backup job in Gearset, but then there’s no additional setup required beyond ensuring you have the necessary permissions.
Gearset Pipelines vs. Azure DevOps Services
DevOps pipelines aren’t a new concept, and some teams will turn to familiar cross-platform solutions, such as Azure DevOps Services. In theory, ADO supports any platform. In practice, it’s more complicated because Salesforce isn’t like other platforms.
Salesforce deployments often fail due to tricky metadata types, API quirks, and missing dependencies. Without the right tools, it’s easy to commit metadata to version control that turns out to be undeployable to a Salesforce org. And you can’t automate an unreliable process. So streamlined releases are often frustratingly out of reach for teams using generic DevOps tools.
To provide CI/CD that works out of the box for Salesforce, Gearset’s core deployment solution has been built to pre-empt and fix common causes of Salesforce deployment failure, leading to a success rate of 98% (and climbing). With Pipelines, there’s even more functionality to prevent failures: because Gearset understands Salesforce metadata, it can auto-resolve what Git would see as a merge conflict that needs manual intervention.
Gearset Pipelines vs. Salesforce DevOps Center
Salesforce’s DevOps Center allows you to create a pipeline around version control. As a more recent product on the scene, it’s still missing a number of key features:
- No integration with Git hosting providers except GitHub
- No integration with Jira or similar
- No native CI/CD functionality
- No rollbacks
- No back-promotion
- No metadata comparisons
Teams trialing DevOps Center also report struggling with work items that get stuck in the pipeline — an issue that pushed entertainment company Sporcle to adopt Gearset instead.
Salesforce DevOps for the whole team
Many teams still work in silos, due to differences in technical experience between admins and devs. It can be difficult to bring the whole team together in one release process when team members have different approaches to creating changes, prefer different tools and have varied levels of familiarity with DevOps.
Gearset provides an intuitive UI for DevOps, providing all the functionality devs expect and empowering admins to join in. When it comes to Pipelines specifically, devs aren’t forced to use Gearset to make every change. Should they choose to use the CLI and your Git hosting provider, all their work is still tracked in Pipelines. For no-code teammates, often admins, the click-based and highly visual way of working with Pipelines is user-friendly.
To empower your whole team to make the most of Pipelines, it’s worth considering how you can support everyone to learn the underpinning DevOps concepts.
- The training platform DevOps Launchpad is a great resource, with free courses on version control, CI/CD, and more.
- DevOps Launchpad has Gearset-specific courses to better understand the product, including the Gearset Automation Certificate that covers Pipelines.
- Gearset’s comprehensive CI/CD for Salesforce ebook covers the key concepts and advice for setting up your own pipeline.
Set up your DevOps pipeline
A fast-flowing and reliable pipeline for Salesforce DevOps will help you achieve continuous delivery. This video shows Pipelines in action, or you can book a demo with our DevOps experts for tailored advice about how Gearset Pipelines can improve your release process.
