mirror of
https://github.com/forcedotcom/afv-library.git
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287 lines
7.4 KiB
Markdown
287 lines
7.4 KiB
Markdown
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# Salesforce Deployment Checklist
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**Deployment Date**: _________________
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**Deployment Time Window**: _________ to _________
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**Environment**: ☐ Production ☐ Sandbox ☐ UAT
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**Deployment Lead**: _________________
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**Release Version**: _________________
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---
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## Pre-Deployment
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### 1. Code & Configuration Review
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- [ ] All code reviewed and approved via pull request
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- [ ] Code follows organizational coding standards
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- [ ] No debugging statements or console.logs in production code
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- [ ] API versions are current (API 56.0+)
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- [ ] Hard-coded IDs/URLs removed (use Custom Settings or Custom Metadata)
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- [ ] Comments and documentation are up-to-date
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### 2. Testing
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- [ ] All unit tests pass locally
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- [ ] Test coverage meets minimum requirements (≥75% org-wide)
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- [ ] Integration tests executed successfully
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- [ ] User acceptance testing (UAT) completed
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- [ ] Regression testing performed for existing features
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- [ ] Performance testing validates no degradation
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**Test Results**:
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- Total classes: _____
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- Test coverage: _____%
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- Failed tests: _____
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- Test run ID: _________________
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### 3. Security Review
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- [ ] Profile/permission set changes reviewed
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- [ ] Field-level security validated
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- [ ] Sharing rules appropriate for data sensitivity
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- [ ] No admin permissions granted to standard users
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- [ ] Connected Apps use appropriate OAuth scopes
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- [ ] Named Credentials use secure authentication
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- [ ] Sensitive data is encrypted or masked
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### 4. Dependencies
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- [ ] All metadata dependencies identified
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- [ ] Missing components added to package.xml
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- [ ] External system dependencies documented
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- [ ] API integrations tested in target environment
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- [ ] Third-party packages compatible with deployment
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### 5. Backup & Rollback
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- [ ] Pre-deployment backup completed
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- Metadata backup: ☐ Yes ☐ N/A
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- Data backup: ☐ Yes ☐ N/A
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- Backup location: _________________
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- [ ] Rollback procedure documented and tested
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- [ ] Rollback criteria defined
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- [ ] Emergency contacts list current
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### 6. Documentation
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- [ ] Release notes prepared
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- [ ] Deployment guide created
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- [ ] User training materials ready (if applicable)
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- [ ] Help documentation updated
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- [ ] Known issues documented
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- [ ] FAQ prepared for support team
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### 7. Communication
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- [ ] Stakeholders notified of deployment schedule
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- [ ] Users notified of system downtime (if applicable)
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- [ ] Support team briefed on changes
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- [ ] Change advisory board approval obtained
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- [ ] Post-deployment communication template ready
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### 8. Validation
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- [ ] Validation deployment successful in production
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- [ ] Quick Deploy ID obtained: _________________
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- [ ] Validation results reviewed and approved
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- [ ] All deployment warnings addressed
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**Validation Command**:
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```bash
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sf project deploy validate --manifest package.xml --test-level RunLocalTests --verbose
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```
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---
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## Deployment Execution
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### 9. Pre-Deployment Actions
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- [ ] Announced maintenance window to users
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- [ ] Disabled scheduled jobs/batch processes (if required)
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- Jobs disabled: _________________
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- [ ] Created deployment tag in git: _________________
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- [ ] Verified target org connectivity
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- [ ] Team on standby for deployment
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### 10. Deployment
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**Deployment Start Time**: _________
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- [ ] Deployment initiated via validated package or change set
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- [ ] Deployment progress monitored
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- [ ] Test execution in progress
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- [ ] Any deployment errors addressed immediately
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**Deployment Command**:
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```bash
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sf project deploy start --use-most-recent-validation
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# OR
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sf project deploy start --manifest package.xml --test-level RunLocalTests
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```
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**Deployment ID**: _________________
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**Deployment End Time**: _________
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**Duration**: _________ minutes
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### 11. Post-Deployment Verification
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- [ ] Deployment completed successfully
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- [ ] All tests passed in production
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- [ ] Deployment results reviewed (no warnings/errors)
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- [ ] Smoke tests executed successfully
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- [ ] Critical user workflows verified:
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- [ ] Workflow 1: _________________
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- [ ] Workflow 2: _________________
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- [ ] Workflow 3: _________________
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- [ ] Re-enabled scheduled jobs/batch processes
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- [ ] Debug logs show no new errors
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### 12. Post-Deployment Actions
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- [ ] Stakeholders notified of successful deployment
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- [ ] Users notified system is available
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- [ ] Release notes published
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- [ ] Support team provided with deployment summary
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- [ ] Monitoring dashboard reviewed
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---
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## Post-Deployment Monitoring (24-48 Hours)
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### 13. System Monitoring
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- [ ] **Day 1** - Monitor debug logs for errors
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- Errors found: ☐ Yes ☐ No
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- If yes, describe: _________________
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- [ ] **Day 1** - Review governor limit usage
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- Limits exceeded: ☐ Yes ☐ No
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- [ ] **Day 1** - Check user-reported issues
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- Issues reported: ☐ Yes ☐ No
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- [ ] **Day 2** - Confirm automation working correctly
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- [ ] **Day 2** - Validate data integrity
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- [ ] **Day 2** - Review performance metrics
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### 14. User Acceptance
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- [ ] Key users confirmed functionality works
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- [ ] No critical bugs reported
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- [ ] User feedback collected
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- [ ] Support tickets categorized by severity
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**Feedback Summary**:
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_________________
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---
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## Rollback (If Required)
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**Rollback Decision**: ☐ Yes ☐ No
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**Reason**: _________________
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- [ ] Stakeholder approval for rollback obtained
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- [ ] Users notified of rollback
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- [ ] Rollback procedure executed
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- [ ] Rollback verified successful
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- [ ] Post-rollback communication sent
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**Rollback Time**: _________
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---
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## Deployment Summary
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### Components Deployed
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| Component Type | Count | Examples |
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|----------------|-------|----------|
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| Apex Classes | | |
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| Apex Triggers | | |
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| LWC | | |
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| Flows | | |
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| Custom Objects | | |
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| Custom Fields | | |
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| Profiles | | |
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| Perm Sets | | |
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| Other | | |
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**Total Components**: _____
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### Deployment Metrics
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- Validation time: _________ minutes
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- Deployment time: _________ minutes
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- Test execution time: _________ minutes
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- Total elapsed time: _________ minutes
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- Downtime (if any): _________ minutes
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### Issues Encountered
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| Issue | Severity | Resolution | Time to Resolve |
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|-------|----------|------------|-----------------|
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**Total Issues**: _____
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---
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## Sign-Off
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### Deployment Team
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**Deployment Lead**: _________________ Date: _________
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**Developer(s)**: _________________ Date: _________
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**QA Lead**: _________________ Date: _________
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**DevOps Engineer**: _________________ Date: _________
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### Stakeholders
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**Product Owner**: _________________ Date: _________
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**Business Analyst**: _________________ Date: _________
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**Release Manager**: _________________ Date: _________
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---
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## Post-Deployment Review
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**Review Date**: _________________
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### What Went Well
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1. _________________
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2. _________________
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3. _________________
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### What Could Be Improved
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1. _________________
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2. _________________
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3. _________________
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### Action Items
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- [ ] Action: _________________ Owner: _________ Due: _________
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- [ ] Action: _________________ Owner: _________ Due: _________
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- [ ] Action: _________________ Owner: _________ Due: _________
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---
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## Attachments
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- [ ] package.xml
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- [ ] Test results report
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- [ ] Deployment log
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- [ ] Release notes
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- [ ] Rollback procedure (if executed)
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- [ ] Post-deployment monitoring reports
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**Storage Location**: _________________
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---
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**Notes**:
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_________________
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_________________
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_________________
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