SALESFORCE RELEASE MANAGEMENT PLAN

Executive Summary

Stakeholder & RACI Matrix

Key Stakeholders

RACI Matrix

Legend: R = Responsible | A = Accountable | C = Consulted | I = Informed

Data Backup & Snapshot Procedures

Pre-Deployment Backups

Backup Verification Checklist: - [ ] All backups completed successfully - [ ] Backup integrity verified - [ ] Backup restoration tested (at least in non-prod) - [ ] Backup location documented and accessible - [ ] Backup retention policy confirmed

Owner: Infrastructure/DevOps | Completion Date: [DATE]

Dependency Mapping with Other Teams

Internal Dependencies

External Dependencies

Dependency Confirmation Checklist: - [ ] All internal dependencies identified and documented - [ ] All external dependencies identified and documented - [ ] Dependent teams notified and confirmed ready - [ ] Contingency plans in place for critical dependencies - [ ] Dependency owners have signed off

Owner: Release Manager | Due Date: [DATE]

Risk Assessment & Mitigation Strategies

Risk Register

Common Salesforce Deployment Risks

Risk Assessment Sign-off: - [ ] Risk register reviewed by all stakeholders - [ ] Mitigation strategies approved - [ ] Risk owners assigned and confirmed - [ ] Contingency budget allocated (time/resources)

Owner: Release Manager | Due Date: [DATE]

Deployment Phase

Deployment Timeline & Schedule

Deployment Window: [START_DATE] [START_TIME] to [END_DATE] [END_TIME]
Estimated Duration: [X] hours
Deployment Approach: Big Bang (All environments sequentially)

Deployment Schedule

Step-by-Step Deployment Procedures

Pre Deployment Steps

Deployment Steps

1. Trigger GitHub Actions Pipeline
   • Navigate to GitHub repository
   • Go to Actions tab
   • Select “Salesforce Deploy - DEV” workflow
   • Click “Run workflow”
   • Confirm deployment parameters: [PARAMETERS]
   • Monitor pipeline execution in real-time

Post Deployment Steps

Communication Protocol During Deployment

Pre-Deployment Communication

24 Hours Before Deployment: - [ ] Send deployment reminder to all stakeholders - [ ] Confirm maintenance window - [ ] Provide deployment contact information - [ ] Remind teams of their responsibilities

Email Template:

Subject: [RELEASE_ID] Deployment Reminder - [DATE] [TIME]

Dear Team,

This is a reminder that we will be deploying [RELEASE_NAME] on [DATE] from [START_TIME] to [END_TIME].

Deployment Details:
- Release ID: [RELEASE_ID]
- Environments: DEV → QA → SIT → UAT → PRODUCTION
- Estimated Duration: [X] hours
- Release Manager: [NAME] - [CONTACT]

Please ensure:
1. Your team is available during the deployment window
2. You have reviewed the release notes
3. You are prepared for your assigned responsibilities

For questions or issues, contact: [RELEASE_MANAGER_EMAIL]

Thank you,
Release Management Team

During Deployment Communication

Deployment Status Updates: - [ ] Send status update every [X] minutes - [ ] Include current phase and progress - [ ] Report any issues or delays - [ ] Provide estimated completion time

Status Update Template:

[TIME] - Deployment Status Update

Current Phase: [PHASE_NAME]
Status: [IN_PROGRESS/COMPLETED/DELAYED]
Progress: [X]% complete
Estimated Completion: [TIME]

Issues: [NONE/DESCRIBE_ISSUES]
Next Steps: [DESCRIBE_NEXT_STEPS]

Release Manager: [NAME]

Post-Deployment Communication

Immediate Post-Deployment (Within 1 Hour): - [ ] Send deployment completion notification - [ ] Report success or issues - [ ] Provide next steps - [ ] Confirm support availability

Deployment Completion Template:

Subject: [RELEASE_ID] Deployment Completed - [DATE]

Dear Team,

The deployment of [RELEASE_NAME] has been completed.

Deployment Summary:
- Release ID: [RELEASE_ID]
- Status: [SUCCESSFUL/ISSUES_ENCOUNTERED]
- Completion Time: [TIME]
- Duration: [X] hours

Deployed Components:
- [COMPONENT_1]
- [COMPONENT_2]
- [COMPONENT_3]

Next Steps:
1. [STEP_1]
2. [STEP_2]
3. [STEP_3]

For issues or questions, contact: [RELEASE_MANAGER_EMAIL]

Thank you,
Release Management Team

Escalation Communication

If Issues Encountered: - [ ] Immediately notify Release Manager - [ ] Notify Business Owner - [ ] Notify CAB (if critical) - [ ] Provide issue description and impact - [ ] Recommend action (continue, pause, rollback)

Escalation Template:

Subject: [URGENT] [RELEASE_ID] Deployment Issue - [DATE]

ISSUE DETECTED:
- Issue Description: [DESCRIBE_ISSUE]
- Severity: [CRITICAL/HIGH/MEDIUM]
- Impact: [DESCRIBE_IMPACT]
- Affected Component: [COMPONENT]

Recommended Action: [CONTINUE/PAUSE/ROLLBACK]

Reason: [EXPLAIN_REASONING]

Awaiting approval to proceed.

Release Manager: [NAME] - [CONTACT]

Rollback Plan

Rollback Decision Criteria

Rollback is initiated if:

• Critical defects found in Production
• Data integrity issues detected
• Performance degradation beyond acceptable thresholds
• Integration failures affecting business operations
• Security vulnerabilities discovered
• Business decision to rollback

Rollback Decision Authority: Release Manager + Business Owner

Rollback Procedures

Pre-Rollback Checklist

• ☐ Rollback decision approved by Release Manager and Business Owner
• ☐ Rollback impact assessed
• ☐ Backup verified and accessible
• ☐ Rollback team assembled
• ☐ Communication plan activated
• ☐ Stakeholders notified

Rollback Execution Steps

Step 1: Stop Current Operations

1. Notify all users of rollback
   2. Disable integrations (if necessary)
   3. Stop any running processes
   4. Prevent new transactions

Step 2: Restore from Backup

1. Access backup location: [BACKUP_LOCATION]
   2. Verify backup integrity
   3. Initiate restore process
   4. Monitor restore progress
   5. Verify restore completion

Step 3: Validate Rollback

1. Verify all components restored
   2. Verify data integrity
   3. Test critical functionality
   4. Verify integrations operational
   5. Confirm system stable

Step 4: Resume Operations

1. Enable integrations
   2. Notify users of rollback completion
   3. Resume normal operations
   4. Monitor system closely

Rollback Timeline

Rollback Decision Tree

ISSUE DETECTED
    ↓
Is it CRITICAL?
    ├─ YES → Immediate Rollback
    │         ├─ Notify Release Manager
    │         ├─ Notify Business Owner
    │         ├─ Execute Rollback
    │         └─ Document Issue
    │
    └─ NO → Assess Impact
            ├─ Can it be fixed quickly?
            │   ├─ YES → Attempt Fix
            │   │         ├─ Implement fix
            │   │         ├─ Test fix
            │   │         └─ Monitor
            │   │
            │   └─ NO → Rollback
            │           ├─ Execute Rollback
            │           └─ Document Issue
            │
            └─ Is it acceptable to continue?
                ├─ YES → Continue with Monitoring
                │         └─ Monitor closely
                │
                └─ NO → Rollback
                        └─ Execute Rollback

Post-Rollback Activities

After Rollback Completion: - [ ] Confirm system operational - [ ] Verify data integrity - [ ] Notify all stakeholders - [ ] Document rollback reason - [ ] Analyze root cause - [ ] Plan remediation - [ ] Schedule re-deployment

Post-Rollback Communication:

Subject: [RELEASE_ID] Rollback Completed - [DATE]

Dear Team,

The deployment of [RELEASE_NAME] has been rolled back due to [REASON].

Rollback Summary:
- Rollback Initiated: [TIME]
- Rollback Completed: [TIME]
- Duration: [X] hours
- Status: Successful

Current Status:
- System: Operational
- Data: Verified and Intact
- Integrations: Operational

Next Steps:
1. Root cause analysis in progress
2. Remediation plan to be developed
3. Re-deployment scheduled for [DATE]

For questions, contact: [RELEASE_MANAGER_EMAIL]

Thank you,
Release Management Team

Appendices

Environment Details

SIT Environment

UAT Environment

Production Environment

Reference Documentation

• Salesforce Deployment Guide: [LINK]
• GitHub Actions Documentation: [LINK]
• Salesforce CLI Documentation: [LINK]
• Organization Standards: [LINK]
• Security Policies: [LINK]
• Change Management Process: [LINK]
• Incident Management Process: [LINK]