Admin Process Recommendation for Cloud Kicks

C

When faced with the scenario of needing to build a separate process using most of the objects that were already deployed, the best practice that a consultant should recommend to the admin is option C: Build in a Developer Sandbox and test changes in a test release environment.

Here's a detailed explanation of why option C is the recommended approach:

1. Developer Sandbox: A Developer Sandbox is a separate environment in Salesforce that allows administrators and developers to build and test changes without affecting the production environment. It provides a controlled and isolated space to create and modify configurations, workflows, customizations, and integrations.

2. Testing Changes: It is crucial to test any changes made before deploying them to the production environment. By building the separate process in a Developer Sandbox, the admin can perform thorough testing to ensure that the new process works as intended without impacting the existing configuration.

3. Minimizing Risk: Building and testing in a separate sandbox environment minimizes the risk of introducing errors or disruptions to the live production system. It provides a safe space to experiment, validate, and fine-tune the new process without affecting end-users or critical business operations.

4. Release Management: Following a structured release management process is essential to maintain a stable and reliable Salesforce environment. By testing changes in a separate test release environment, the admin can ensure that any issues or conflicts are identified and resolved before deploying the changes to production. This helps maintain the integrity and stability of the overall system.

5. Iterative Development: The use of a sandbox environment promotes an iterative development approach. The admin can make changes, gather feedback, iterate on the design, and refine the process as necessary. This iterative cycle allows for continuous improvement and ensures that the final solution meets the requirements and objectives.

Option C, building in a Developer Sandbox and testing changes in a test release environment, aligns with Salesforce best practices for change management and risk mitigation. It provides a controlled and structured approach to building, testing, and deploying changes, ensuring a smooth transition to the production environment while minimizing disruption and risk.