Appearance
Pre-release checklist
Pre-release checks reduce deployment failures and production configuration risks.
WARNING
This checklist is abstracted from Salesforce Help change set best practices. Enterprise approval requirements require manual review.
Sandbox preparation
| Check item | Completed |
|---|---|
| Sandbox configuration is complete | |
| Sandbox testing has passed | |
| Test data is ready | |
| Impact scope is confirmed | |
| Business owner has confirmed |
Change set preparation
| Check item | Completed |
|---|---|
| Change set name is clear | |
| Change set description is complete | |
| Metadata components are added | |
| Dependent components are checked | |
| Permission-related components are checked | |
| Unrelated components are removed |
Inbound validation
| Check item | Completed |
|---|---|
| The target environment has received the inbound change set | |
| The component list has been re-checked | |
| Validation has run | |
| The validation result has passed | |
| Error records have been handled |
Deployment preparation
| Check item | Completed |
|---|---|
| Release window is confirmed | |
| Related people have been notified | |
| A rollback plan is ready | |
| A post-deployment validation checklist is ready | |
| The deployment owner has confirmed |
Post-deployment validation
| Check item | Completed |
|---|---|
| Configuration takes effect | |
| Pages display normally | |
| Permission access works | |
| Flows run normally | |
| Integrations work | |
| Deployment records are saved |