7. Move Your Apps’ Configuration and Code from Sandbox to Production Multiple Sandbox Environments Production Deployment Develop Test Train Version Control IDE CVS
12. Traditional SDLC Process * Dates to be determined after completion of BRD FRD Sign-Off <xx/xx> IT Analysis <xx/xx> Execute Commit <xx/xx> TARGET In-Production Date <xx/xx> Concept Commit <xx/xx> Sign-Off Use Case <xx/xx> FRD Complete<xx/xx> Bus. Case Suite Complete <xx/xx> * Business Acceptance Test Sign-Off * UAT & Readiness Review (Business & IT) User Enablement Engagement <xx/xx> Traditional SDLC process is primarily driven by IT, with input and sign-off from the business Analyze Design Develop Test Train & Deploy Sample SDLC 1 Business Case Suite Completed 2 Project Plan and Roadmap defined 3 Inter-Program coordination points & dependencies identified 4 Business and IT resources, requirements and efforts coordinated 5 Value Case Updated 6 Global x-functional team in place 7 Quantitative & qualitative metrics defined
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17. Deployment Options - Comparison Tables 1. Security & Visibility = major release / high impact = within release cycle = frequent updates Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Security Settings Organization Wide Defaults Sharing Rules User records Profile settings new only partial Field Level Security Role Hierarchy Territory Hierarchy Folder Permission partial new only Public Groups Queues Page Layout to Profile Assignment Mobile Administration Post Production Sandbox Refresh
18. Deployment Options - Comparison Tables 2. Business Rules Automation = major release / high impact = within release cycle = frequent updates Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Worflow Rules new only Workflow Alerts new only Workflow Outbound Messages new only Workflow Tasks new only Approval Processes Assignment Rules Validation Rules Territory Rules Case Escalations new only Post Production Sandbox Refresh
19. Deployment Options - Comparison Tables 3. Standard Configuration / i. Data Model = major release / high impact = within release cycle = frequent updates *** : Frequent updates for picklist values only. Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Custom Object Definitions new only Custom Object Properties Custom Field Definitions new only new only Picklist Values new only new only Field Dependencies w/ edits Validation Formulas Audit Trail w/ edits Record Types Object Processes Translation Workbench new only w/ edits *** Post Production Sandbox Refresh
20. Deployment Options - Comparison Tables 3. Standard Configuration / ii. User Interface = major release / high impact = within release cycle = frequent updates Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Home Page Components new only w/ edits Tab Names & Labels Page Layouts Properties Field Assignments Related List Assignments Custom Links Assignments S-Controls Assignments Custom Applications new only Custom Tabs new only Custom Buttons / Links new only Custom Report Types new only Search Layouts Post Production Sandbox Refresh
21. Deployment Options - Comparison Tables 4. Customization = major release / high impact = within release cycle = frequent updates Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Apex Triggers new only Apex Classes / Scripts new only S-Controls new only Code Ref to Record Id’s Email Services Visual Force (pre-release only) new only Post Production Sandbox Refresh
22. Deployment Options - Comparison Tables 5. Application Administration = major release / high impact = within release cycle = frequent updates *** : Only for Sandbox Full Copy. Items Pre Production Data Integration ApplicationPackage Meta Data API Calls Third Party Tools (Snapshot) Mercury Script Manual Reports Dashboards Letterhead Templates Email Templates Mail Merge Templates w/ edits Documents (e.g. images, links) w/ edits Product Catalog Post Production Sandbox Refresh *** ***