Deployment plans: order, timing and Lifecycle Center
How to plan a production release: which deployment tool fits, what may change directly in production, the recommended component order, timing, manual pre- and post-deployment steps, and promoting metadata and configuration data through a Lifecycle Center (formerly DevOps Center) pipeline.
Given a scenario, determine the appropriate deployment plan.
~7 min read · 9 practice questions ·
What the exam expects
- Choose a deployment option (change sets, Salesforce CLI with a manifest, Lifecycle Center, packages) from the team's requirements.
- Separate changes that are fine directly in production from those that need a sandbox and pipeline.
- Order a deployment's components and split ones that can't deploy together.
- Time a release around peak hours, recompilation, sharing recalculation and holidays.
- Plan manual steps, configuration data, governance and pending Apex jobs.
Key terms: deployment run list (manual tasks before and after a deployment); manifest (package.xml, the list of components to deploy or retrieve); pipeline (Lifecycle Center's ordered stages from development to production); work item (a tracked change in Lifecycle Center); sharing recalculation (record-access recomputation triggered by sharing changes).
Key facts
- Detail
- Objects, Apex classes, Visualforce, LWC/Aura, triggers and other metadata, profiles and permission sets, sharing rules
- Detail
- Email templates, users, permission sets and profiles
- Detail
- Customize Application for admins only; few admins with programmatic deploy rights
- Detail
- Off-peak, not before holidays, on a consistent schedule
- Detail
- Three separate deployments, in that order
- Detail
- Block Apex deploys; cancel jobs or enable deployments with Apex jobs
- Detail
- Manual pre- and post-deployment tasks, such as permission set assignments
- Detail
- Lists components; deploys the local source files
- Detail
- 10 days after a successful CLI validation
- Detail
- Lifecycle Center promotes custom settings or Data Kits with metadata
Sources for this section (5)
- Deployment Best Practiceshelp.salesforce.com (opens in a new tab)
- Special Behaviorhelp.salesforce.com (opens in a new tab)
- Plan for Changes to Your Orgtrailhead.salesforce.com (opens in a new tab)
- Test and Deploy Changestrailhead.salesforce.com (opens in a new tab)
- Say Hello to Lifecycle Centertrailhead.salesforce.com (opens in a new tab)
- Why does a release pipeline with several test stages help before production?
- When does the 10-day quick deploy window after a CLI validation stop working?
- What happens when Lifecycle Center promotes a work item?
- What does a change list track in the org development model?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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