Slaesforce FAQ

how to monitor deploy in salesforce

by Alexzander Satterfield Published 2 years ago Updated 2 years ago
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Use logging tools in the Salesforce CLI to monitor deployed functions. Receive a list of deployed functions and stream logs from running functions. Get List of DeployedFunctions

Full Answer

How do you deploy a function in Salesforce?

Deploy a Function Now that you have developed and tested your function locally, deploy it so that you can invoke it from your Salesforce org. The first time a Function is deployed, the upload may be 500 MB in size or more. You deploy projects to your compute environment rather than individual Functions.

How do I track the status of deployments?

To track the status of deployments that are in progress or have completed in the last 30 days, from Setup, enter Deployment in the Quick Find box, then select Deployment Status. Deployments are listed in different sections depending on their status.

Why should you monitor your Salesforce Org?

By monitoring your Salesforce org, you’ll be able to identify issues, report them to Salesforce or your own team, and get quicker resolutions. From Apex classes failing, Case create errors troubling your Service Team, to Opportunities that can’t be ‘closed’ because of unmanaged exceptions, it’s vital to set up a proper Monitoring solution.

How do I perform a quick deployment?

To perform a quick deployment, first run a validation-only deployment with Apex test execution on the set of components that you need to deploy. If your validation succeeds and qualifies for a quick deployment, you can start a quick deployment. You can quick-deploy validated change sets and Metadata API components in the user interface.

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How do I check Salesforce deployment status?

To track the status of deployments that are in progress or have completed in the last 30 days, from Setup, enter Deployment in the Quick Find box, then select Deployment Status. Deployments are listed in different sections depending on their status.

How do I validate deployment in Salesforce?

You can quick-deploy validated change sets and Metadata API components in the user interface. In the Deployment Status page, deploy a recent validation by clicking Quick Deploy next to your validation or on the validation's detail page.

Which tools is used for deployment in Salesforce?

7 options for deploying Salesforce changes(1) Salesforce Setup (Free)(2) ANT Migration Tool (Free)(3) First Generation Packaging (Free)(4) Change Sets (Free)(5) Third-Party release management tools (Paid)(6) Salesforce DX (Free with limits)(7) DevOps Center (Developer preview)

How deployment is done in Salesforce?

Steps to create Deployment ConnectionsCreate one or more sandboxes.Go to Setup >> App Setup >> Deploy >> Deployment Connections / Deployment Settings. It will show you information on Change set and Outbound/Inbound change set information. ... Click 'Name' to view existing connection details.

What is deployment status in Salesforce?

Use the Deployment Status setting in the object definition to control when users can see and use the object and its associated custom tab, related lists, and reports. Set the deployment status to In Development when first creating your custom object or external object.

What is deployment settings in Salesforce?

A deployment connection is required between two Salesforce orgs to send change sets from one org to another. You can't create deployment connections between arbitrary orgs. Instead, you create connections between all orgs affiliated with a production org.

What are the different ways of Salesforce deployment?

There are three deployment options in Salesforce:Change sets.Metadata API.Ant Migration Tool.

What are deployment model in Salesforce?

To deploy a model, open it, click Deploy Model (either from the Model Overview screen or from the dropdown on the story toolbar), and then complete the following steps. Choose how you want to deploy this model: to a new prediction definition, to an existing prediction definition, or to replace an existing model.

What is the difference between in development and deployed in Salesforce?

We as programmers often make a distinction between"development" and "deployment," specifically the idea that we develop software in one place using tools that are different from the place and tools that we use after wedeploy the software. In the Smalltalk world, there is no such difference.

How many stages are there in deployment process?

The deployment process flow consists of 5 steps: Planning, development, testing, deploying, and monitoring.

What are the post deployment steps in Salesforce?

Salesforce Post-Deployment StepsSetup > Developer Console > Debug. Open Execute Anonymous Window.Run the following code in Anonymous window to create the Streaming API:

How do you deploy in production in Salesforce?

Complete the deployment in your target production organizationLogin to the target organization.Navigate to Setup and enter Change Set into the Quick Find box.Click Inbound Change Sets.Under "Change Sets Awaiting Deployment," click your Change Set's name.Click Validate to validate the components. ... Click Deploy.

Can you deploy a picklist?

Once your new picklist values are live, you can deploy the new reports and dashboards. Make sure to adjust the time range or other filters on the reports if needed to fit your business. If you have a large sales team, consider additional filters for certain user roles or sales territories. You can also apply a filter on the dashboard that gives managers and users a big-picture view with the option to drill down into their particular team.

Do sales reps log activities?

Other sales reps aren’t logging any activities. The central team appears to have landed on some approaches that work. These kinds of insights serve as a great blueprint for other sales teams. After your sales team logs activities for a month or two, analyze the patterns, and see if any indicators of success emerge.

Introduction

You’ve finished configuring the new fields, validation rules, and analytics components. Great job! You test the functionality, and then preview it with your executive sponsors. Once you get the green light, it’s time to get this new functionality into the hands of your users.

Data Update Strategy

Right now, the two fields you created ( Competitor and Lost Reason) don’t have any data. They are brand-new after all. To encourage use, you want sales to start seeing this valuable data right away. You’ve got two options.

Communication Plan

With the data update strategy decided, next create a communication strategy for the deployment. Work closely with a few key representatives affected by this update to determine the best way to deploy the changes. Here are some recommendations.

Deploy to Production

Finally, bundle up the new custom fields, validation rules, reports, and dashboards into a change set, and push the changes into your production org. Perform a few tests and confirm that the validation rules are working properly and the new fields are on users’ page layouts.

Measure and Monitor Usage

Hooray! Your sales team can now sell smarter with more knowledge about the competition.

Quiz

1 Why would you avoid updating historical opportunity data with competitor and lost reason details?

1. Application Logging Framework

To promote good error handling practices, reuse and provide a framework for handling common coding patterns, the Salesforce Cloud Services team shared a wonderful tool called Application Logging Framework on GitHub, which can be used as framework baseline and extended with Events.

2. Tooling API

Use Tooling API to build custom development tools or apps for Lightning Platform applications. Tooling API exposes metadata used in developer tooling that you can access through REST or SOAP. You can use this API to retrieve Apex Code Coverage, Apex Test Result, Entity Limits and other metadata related information. Tooling API Object List

4. Setup Audit Trail

With Setup Audit Trail you can proactively check any metadata change performed by Users in your org.

6. Salesforce Optimizer

Salesforce Optimizer analyzes your implementation to determine ways that you can simplify customizations and drive adoption of features. After analyzing your org, it provides you with an extensive report.

7. System Overview

System Overview provides a summary of key usage data for your org. It’s a one-page dashboard where you can also add system overview messages to your home page. These messages appear when your organization approaches its usage limits.

8. Apex Exception Emails

Set the email addresses that receive notifications when your Apex code encounters unhandled exceptions. Emails can be sent to your Salesforce org’s users and to external email addresses.

10. Paid Solutions

Salesforce Shield’s Event Monitoring is a great product to gain access to detailed performance, security, and usage data on all your Salesforce apps. Every interaction is tracked and accessible via APIs, so you can view it in the data visualization app of your choice.

Pull the Changes from the Repo

Juan knows the source of truth (all the changes for this release) now lives in their GitHub repo.

Authorize the Developer Pro Sandbox

If you’re following along, sign up for a Developer Edition org or Trailhead playground to use in place of the Developer Pro sandbox.

Build the Release Artifact

Juan’s first task is to build the release artifact so he can deploy the changes to the Developer Pro sandbox. The Zephyrus repo contains the components in DX source format, a granular, decomposed file format to facilitate team development.

Why Should I Use mdapi:deploy to Deploy My Changes from This Point Forward?

The force:source:deploy command is meant for development use cases when you are interacting with a sandbox for development and local testing. The command is not transactional and attempts to deploy all components. If any change in your project has errors but other changes are valid, the command deploys all changes that are valid and compile.

Test the Release Artifact in the Test (Partial) Sandbox

Juan once again uses a command window or terminal to run a Salesforce CLI command to deploy the changes to the test sandbox. Juan deploys his changes using a new command, force:mdapi:deploy.

Test the Release Artifact in the Staging (Full) Sandbox

If Juan makes no changes based on the integration testing, the next step is to stage the changes in a Full sandbox. Juan follows a similar process to deploy the changes to the Full sandbox. This phase includes regression testing and mimics how Juan will release the changes to production.

Release to Production

Juan and his team are in the home stretch. Now that all their tests have passed in the Full sandbox, they are ready to deploy to production. The Sales team is very excited to see their vision become a reality.

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Learning Objectives

Introduction

  • You’ve customized the Activity Type picklist field and built two great new reports to help figure out the kinds of activities that win deals. Hooray! Now it’s time to actually get these updates into the hands of your sales team. As with all important updates like this, it’s critical to develop deployment and communication plans to get your sales reps and managers ready.
See more on trailhead.salesforce.com

Introduce Picklist Updates

  • In the previous unit, we customized the Type field on the Activity object with new values. When you initially deploy the new values in your production org, there won’t be any activities with the new values. It takes time for sales reps to generate activity records with your new options. Decide how best to educate your sales team on the updated picklist options. Are your sales reps alread…
See more on trailhead.salesforce.com

Analyze Key Sales Activities

  • Once your new picklist values are live, you can deploy the new reports and dashboards. Make sure to adjust the time range or other filters on the reports if needed to fit your business. If you have a large sales team, consider additional filters for certain user roles or sales territories. You can also apply a filter on the dashboard that gives man...
See more on trailhead.salesforce.com

Monitor Usage

  • Congratulations! Your sales team now has some great new methods to sell smarter and win more deals. As with any new feature, it’s important to monitor usage, collect feedback, and make improvements based on that data. Here are a few things you can do to ensure the success of this new functionality. 1. Check adoption of the new Type picklist values: Periodically review the Key …
See more on trailhead.salesforce.com

Resources

  • Sales Productivity—Trailhead Module Lightning Experience Productivity—Trailhead Module Administrative Reports—Salesforce Help Article Change Sets—Salesforce Help Article
See more on trailhead.salesforce.com

Learning Objectives

Introduction

Data Update Strategy

Communication Plan

Deploy to Production

Measure and Monitor Usage

  • Hooray! Your sales team can now sell smarter with more knowledge about the competition. As with any new feature, it’s important to monitor usage and collect feedback. Here are a few things you can do in the coming weeks and months to ensure the success of this new functionality. 1. Report on reports: Build a few reports to track the actual usage of...
See more on trailhead.salesforce.com

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