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The anatomy of a mature Salesforce DevOps practice

Julian Joseph

April 15, 2025

6

min read

Salesforce DevOps isn’t just about having a release plan and a few scripted steps—though let’s be real, those are extremely important. It’s also about the tools you choose, how they connect, and the way your team interacts with them. When we say anatomy, we’re talking about the major categories of tooling that make up a strong, scalable DevOps practice tailored specifically to Salesforce.

That brings up a big question: What exactly counts as a Salesforce DevOps tool? How do you know when you’ve got enough coverage? Some tools wear the DevOps label proudly. Others are simply used for DevOps because they help streamline the flow of work. Personally, I see Salesforce DevOps as anything that makes an engineer’s day-to-day more efficient, more repeatable, and more consistent across environments. The edges of DevOps tooling can get fuzzy, but for the sake of clarity, let’s focus on the categories that most teams include when building out a mature DevOps setup.

This article is part one in a two-part series. Here, we’re focused on the high-level categories—the anatomy. In part two, we’ll break down how to actually choose the right tools for each category based on your org size, team structure, and goals.

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Vital Organs: The Core of a Healthy Salesforce DevOps Practice

These tools are foundational. Your Salesforce DevOps practice can’t function without them.

Salesforce DevOps Interface (The Brain)
This is the place where everything comes together. Whether you're using a product designed for Salesforce DevOps (wink wink—like ours, Salto) or building your own view using a patchwork of scripts and dashboards, this is the hub where you orchestrate deployments, track changes, and visualize release flow. It should reflect your team's unique flavor of Salesforce DevOps and become the go-to interface for big questions like: Where is this change? What's the status of our latest deployment? What environments are we working in? Where are we saving time—and where are we not? Ideally, it becomes the first place you check when trying to understand what’s happening across your environments.

Version Control / Repo (The Heart)
This pumps change throughout your system and acts as a foundational source of truth. It doesn’t just track your code—it reflects the current state of your metadata and config. Think of it as your org in metadata form. It’s common to see a one-to-one relationship between branches and orgs, where changes made to a repo mirror what will happen in a particular environment. And while version control isn’t inherently Salesforce-aware, it facilitates the entire flow of work.

Let’s all say our favorite Salesforce term together: source of truth. That’s exactly what version control becomes. It’s the most technical, granular lens on your system—agnostic to Salesforce specifics, but crucial for collaboration, visibility, and accountability. In contrast, your Salesforce DevOps interface gives you a more Salesforce-native, human-readable view—something everyone on your team can use to understand and interact with your release process, not just developers poking around in code.

CI/CD Tooling (The Circulatory System)
This is the automation engine. It’s where your changes get tested, validated, and deployed across environments. If you're coming from a Salesforce mindset, think of CI/CD as your flow builder—except instead of triggering a field update, you’re deploying to staging or running tests after each commit. It connects your version control with your environments and other tooling to help you build consistent, repeatable processes that remove manual friction.

Arms & Legs: The Tools That Help You Build, Move, and Recover

These tools may not be required for a minimal DevOps setup, but they make your practice more complete, resilient, and scalable.

Static Code Analysis
Think of this as spellcheck or Grammarly for your code. It flags issues before they hit your environments, whether it’s hardcoded IDs, security risks, or inconsistent naming. While developers and architects usually decide what rules matter and how severe they should be, Salesforce DevOps engineers are often responsible for when and where these checks run—especially as part of CI. It’s your first line of automated defense, helping you shift quality left in the deployment lifecycle.

Test Automation
Test automation lives at the intersection of QA and DevOps. The test logic might be written by developers or QA engineers, but running those tests consistently and surfacing the results becomes a DevOps concern. From Apex unit tests to more complex UI automation or integration tests, automated testing gives your team confidence that changes won’t break something downstream. And when failures happen, it gives you early warning signs before anything hits production.

Data Generation
Good testing needs good data. That means consistent, anonymized, and lightweight datasets that actually reflect your use cases. DevOps often becomes responsible for creating tools or flows that generate this data on demand, or seed it into scratch orgs or sandboxes. Done well, it allows every engineer to spin up usable environments in minutes rather than hours.

Backup & Recovery
Backup and recovery usually isn’t something Salesforce DevOps teams own directly. But DevOps may still play a supporting role—helping ensure that backup tools integrate smoothly with the rest of your tooling. Whether that means triggering backups during CI/CD events, capturing pre-deploy snapshots, or surfacing alerts in pipelines, DevOps often helps connect the dots. The actual management, policies, and execution of backups typically fall to other teams like InfoSec, compliance, or operations.

Closing Thoughts

Salesforce DevOps isn’t about choosing a single platform or tool. It’s about creating a well-orchestrated system of tools that reflect your workflow, scale with your team, and reduce friction at every step. Once you understand the anatomy, you can evaluate what you already have and plan what to build next.

In part two of this series, we’ll dive into how to choose the right tools for each part of your Salesforce DevOps anatomy based on your team, your tech stack, and your goals.

WRITTEN BY OUR EXPERT

Julian Joseph

Salesforce DevOps Evangelist

Julian Joseph is a Salesforce DevOps Evangelist at Salto, specializing in automating deployments, optimizing workflows, and making DevOps seamless for Salesforce teams. With experience in releasing managed packages and streamlining CI/CD pipelines, he’s passionate about eliminating bottlenecks and helping teams deploy with confidence. He also loves 🍕.

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Salto for

Salesforce

Salesforce

SHARE

The anatomy of a mature Salesforce DevOps practice

Julian Joseph

April 15, 2025

6

min read

Salesforce DevOps isn’t just about having a release plan and a few scripted steps—though let’s be real, those are extremely important. It’s also about the tools you choose, how they connect, and the way your team interacts with them. When we say anatomy, we’re talking about the major categories of tooling that make up a strong, scalable DevOps practice tailored specifically to Salesforce.

That brings up a big question: What exactly counts as a Salesforce DevOps tool? How do you know when you’ve got enough coverage? Some tools wear the DevOps label proudly. Others are simply used for DevOps because they help streamline the flow of work. Personally, I see Salesforce DevOps as anything that makes an engineer’s day-to-day more efficient, more repeatable, and more consistent across environments. The edges of DevOps tooling can get fuzzy, but for the sake of clarity, let’s focus on the categories that most teams include when building out a mature DevOps setup.

This article is part one in a two-part series. Here, we’re focused on the high-level categories—the anatomy. In part two, we’ll break down how to actually choose the right tools for each category based on your org size, team structure, and goals.

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Vital Organs: The Core of a Healthy Salesforce DevOps Practice

These tools are foundational. Your Salesforce DevOps practice can’t function without them.

Salesforce DevOps Interface (The Brain)
This is the place where everything comes together. Whether you're using a product designed for Salesforce DevOps (wink wink—like ours, Salto) or building your own view using a patchwork of scripts and dashboards, this is the hub where you orchestrate deployments, track changes, and visualize release flow. It should reflect your team's unique flavor of Salesforce DevOps and become the go-to interface for big questions like: Where is this change? What's the status of our latest deployment? What environments are we working in? Where are we saving time—and where are we not? Ideally, it becomes the first place you check when trying to understand what’s happening across your environments.

Version Control / Repo (The Heart)
This pumps change throughout your system and acts as a foundational source of truth. It doesn’t just track your code—it reflects the current state of your metadata and config. Think of it as your org in metadata form. It’s common to see a one-to-one relationship between branches and orgs, where changes made to a repo mirror what will happen in a particular environment. And while version control isn’t inherently Salesforce-aware, it facilitates the entire flow of work.

Let’s all say our favorite Salesforce term together: source of truth. That’s exactly what version control becomes. It’s the most technical, granular lens on your system—agnostic to Salesforce specifics, but crucial for collaboration, visibility, and accountability. In contrast, your Salesforce DevOps interface gives you a more Salesforce-native, human-readable view—something everyone on your team can use to understand and interact with your release process, not just developers poking around in code.

CI/CD Tooling (The Circulatory System)
This is the automation engine. It’s where your changes get tested, validated, and deployed across environments. If you're coming from a Salesforce mindset, think of CI/CD as your flow builder—except instead of triggering a field update, you’re deploying to staging or running tests after each commit. It connects your version control with your environments and other tooling to help you build consistent, repeatable processes that remove manual friction.

Arms & Legs: The Tools That Help You Build, Move, and Recover

These tools may not be required for a minimal DevOps setup, but they make your practice more complete, resilient, and scalable.

Static Code Analysis
Think of this as spellcheck or Grammarly for your code. It flags issues before they hit your environments, whether it’s hardcoded IDs, security risks, or inconsistent naming. While developers and architects usually decide what rules matter and how severe they should be, Salesforce DevOps engineers are often responsible for when and where these checks run—especially as part of CI. It’s your first line of automated defense, helping you shift quality left in the deployment lifecycle.

Test Automation
Test automation lives at the intersection of QA and DevOps. The test logic might be written by developers or QA engineers, but running those tests consistently and surfacing the results becomes a DevOps concern. From Apex unit tests to more complex UI automation or integration tests, automated testing gives your team confidence that changes won’t break something downstream. And when failures happen, it gives you early warning signs before anything hits production.

Data Generation
Good testing needs good data. That means consistent, anonymized, and lightweight datasets that actually reflect your use cases. DevOps often becomes responsible for creating tools or flows that generate this data on demand, or seed it into scratch orgs or sandboxes. Done well, it allows every engineer to spin up usable environments in minutes rather than hours.

Backup & Recovery
Backup and recovery usually isn’t something Salesforce DevOps teams own directly. But DevOps may still play a supporting role—helping ensure that backup tools integrate smoothly with the rest of your tooling. Whether that means triggering backups during CI/CD events, capturing pre-deploy snapshots, or surfacing alerts in pipelines, DevOps often helps connect the dots. The actual management, policies, and execution of backups typically fall to other teams like InfoSec, compliance, or operations.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Closing Thoughts

Salesforce DevOps isn’t about choosing a single platform or tool. It’s about creating a well-orchestrated system of tools that reflect your workflow, scale with your team, and reduce friction at every step. Once you understand the anatomy, you can evaluate what you already have and plan what to build next.

In part two of this series, we’ll dive into how to choose the right tools for each part of your Salesforce DevOps anatomy based on your team, your tech stack, and your goals.

WRITTEN BY OUR EXPERT

Julian Joseph

Salesforce DevOps Evangelist

Julian Joseph is a Salesforce DevOps Evangelist at Salto, specializing in automating deployments, optimizing workflows, and making DevOps seamless for Salesforce teams. With experience in releasing managed packages and streamlining CI/CD pipelines, he’s passionate about eliminating bottlenecks and helping teams deploy with confidence. He also loves 🍕.