Salesforce DevOps keeps every change, from a Flow to Apex, in source control and moves it to production through the same automated steps.
Salesforce Select Partner · 30+ Salesforce certifications · 20+ enterprise implementations
Salesforce DevOps and release management with one tested path from sandbox to production.
We move your Salesforce changes into source control, set up sandboxes and pipelines that validate every change, and plan releases around the three Salesforce upgrades each year.
See a validation run
- 20+Enterprise implementations
- 15+Years of team experience
- 30+Salesforce certifications
- 5.0/5Client satisfaction (CSAT)
Proven Success With
30+ Salesforce certifications · 5.0/5 CSAT
New to Salesforce DevOps and release management?
What is Salesforce DevOps and release management?
Sandboxes and scratch orgs give each stage its own environment, and validation deploys run Apex tests before anything reaches production.
Release management decides what ships when, around your own calendar and the three Salesforce releases each year.
Where you start
How do your Salesforce changes reach production today?
The starting point decides the first step.
How do changes move between orgs now?
- Path 01Change sets or by hand
Get the org into source control
Metadata is retrieved into Git, so every change has a history and a reviewer.
- Org metadata retrieved with Salesforce CLI
- Branching model agreed
- DevOps Center or a first pipeline
- Path 02DevOps Center
Add checks and a calendar
Work items already move through stages. Validation, tests and release dates come next.
- Validation deploys with Apex tests
- Code Analyzer in review
- Release calendar set
- Path 03Git with a pipeline or tool
Fix what slows you down
The pipeline exists, but deploys fail, sandboxes drift or nobody trusts rollback.
- Failed deploys traced to causes
- Sandboxes realigned
- Rollback tested
Every path starts with the free 60-minute architecture review and a written plan.
What we do
What does Salesforce DevOps consulting include?
Each service leaves something your team keeps using after we finish.
DevOps assessment
How changes reach production today, and where they break.
You keepCurrent-state map and fix listSource control setup
Org metadata in Git, worked with through Salesforce CLI.
You keepGit repository and branching guideSandbox strategy
Which sandbox or scratch org each stage uses.
You keepEnvironment map and refresh planPipeline build
DevOps Center, GitHub Actions, Copado or Gearset.
You keepPipeline configuration in your repoUnlocked packages
Large orgs split into packages that version on their own.
You keepPackage plan and dependency mapRelease calendar
Your releases planned around the Salesforce upgrades.
You keepRelease calendar and freeze datesData seeding
Realistic test data, with personal data masked.
You keepSeed data sets and masking rulesRollback and recovery
A tested way to redeploy the last good version.
You keepRollback runbook
Environments
Which sandboxes does a Salesforce release path need?
Each stage gets its own environment. Lower stages are quick to create and throw away; higher stages look more like production.
- Validated deploys
- Release approval
- Smoke test
- Production-like data
- Performance checks
- Release rehearsal
- Sample data
- Connected systems
- Regression suite
- Developer
- Developer Pro
- Seeded test data
- Feature work
- Package builds
- CI test runs
Validation
How do you test a Salesforce deployment before it goes live?
A validation deploy checks the release against production and runs Apex tests without changing anything. Salesforce requires at least 75% Apex code coverage, with every test passing, to deploy to production.
sf project deploy validate --source-dir force-app --test-level RunLocalTests --target-org production
- PASSMetadata compiles against production
- PASSAll local Apex tests pass
- PASSOrg-wide coverage meets the 75% minimum
- PASSCode Analyzer finds no high-severity issues
- PASSDestructive changes listed and approved
- HUMAN REVIEWProfile and permission changes in this release
Quick deploy
A passed validation can be deployed in the release window without running the tests again.
On every pull request
The same checks run against a sandbox when a change is opened for review.
Tests that check behavior
Our quality engineering team writes Apex and UI tests that assert outcomes.
Release calendar
How do you plan around the three Salesforce releases a year?
Spring, Summer and Winter each follow the same cycle. Your own release calendar works around it.
- Release notes out
Know what will change.
- Notes read against your org
- Features that affect you listed
- A sandbox refreshed onto the preview
- Sandbox preview
Test on the new release first.
- Regression suite run
- Apex tests run on the new version
- Fixes merged before the upgrade
- Production upgrade
Ship safely around it.
- Change freeze over the upgrade
- Smoke test after it lands
- New features scheduled into your backlog
Who owns what
Who owns each step of a Salesforce release?
A sample split for a small platform team. We agree the real one with you and write it into the release process.
01Commit changes to a branch
AccountableRelease managerDoes the workAdminDoes the workDeveloper02Review pull requests
AccountableRelease managerDoes the workDeveloperAdminconsulted
03Refresh and seed sandboxes
AccountableRelease managerDoes the workAdminDeveloperinformed
04User acceptance testing
AccountableBusiness ownerDoes the workRelease managerAdminconsultedDeveloperconsulted
05Approve the production release
AccountableBusiness ownerDoes the workRelease managerAdmininformedDeveloperinformed
06Roll back a failed release
AccountableRelease managerDoes the workDeveloperAdmininformedBusiness ownerinformed
How it runs
How does a Salesforce DevOps engagement run?
Five stages. The written proposal states the scope and milestones before anything starts.
- 01
Assess
See how releases work today.
- Orgs and sandboxes mapped
- Failed deploys reviewed
- Tool choice agreed
- 02
Set up
Source control and environments.
- Metadata in Git
- Branching model
- Sandbox plan
- 03
Automate
The pipeline runs the checks.
- Validation deploys
- Apex tests and scans
- Approvals
- 04
Release
First releases run together.
- Release calendar
- Rollback rehearsed
- Smoke tests
- 05
Hand over
Your team runs it.
- Runbooks
- Training
- Monthly plan if you want one
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Salesforce DevOps and release setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
Financial ServicesSelf-Hosted AI Research Infrastructure Behind a Salesforce Deal EngineSelf-hosted AI agent infrastructure for a US private equity advisory firm: n8n workflows, PostgreSQL, web research and Google Drive mandate documents, deployed with Coolify and writing results back to Salesforce.n8n · PostgreSQL · Coolify · FirecrawlRead the story 
Commercial & Business ServicesA Subscription Estimator and Technical Library for Fire Protection ProfessionalsA Next.js web application for a fire protection business: a searchable technical library and estimator with role-based access, manufacturer filtering, PDF output and subscriptions, with AI product identification in development.Next.js · Custom web application · Authentication and roles · SubscriptionsRead the story 
Communications, Media & TechnologyFour Production AI Systems for a Japanese Contact Centre OperatorCustom AI for a Japanese contact centre operator: recorded and live Japanese call transcription, 16-field emergency form extraction with human review, a bilingual knowledge base, and realtime operator assistance.Custom AI · Speech-to-text · Large language models · Vector searchRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified
Frequently asked questions
Salesforce DevOps and release management, answered.
Straight answers about DevOps Center, Copado, Gearset, sandboxes, the Salesforce release cycle and rollback.
Moving Salesforce changes to production through source control and a tested pipeline, with a sandbox strategy, Apex test runs, a release calendar and a rollback plan.
An assessment, Git and Salesforce CLI setup, sandbox strategy, a pipeline in DevOps Center, GitHub Actions, Copado or Gearset, unlocked packages, data seeding, a release calendar and rollback.
For many admin-led teams, yes. It tracks work items through pipeline stages backed by a Git repository. Larger teams often add a CI pipeline or a third-party tool for more checks.
Yes. Copado and Gearset are tools we work with, alongside DevOps Center and pipelines in GitHub Actions. We help you pick the one that fits your team and org.
Not always. Scratch orgs suit source-driven and package-based work. Many teams build in Developer sandboxes and use scratch orgs for CI test runs and package builds.
We refresh a sandbox onto the preview, run your regression suite and Apex tests on the new version, fix what breaks and freeze changes around the production upgrade.
Salesforce has no undo for deployments. Rollback means redeploying the last good version from Git, with a plan for deleted metadata and data changes. We test it before you need it.
We load realistic records with Salesforce CLI or your DevOps tool and mask personal data, so testers get useful data without exposing customer information.
Salesforce, Apex, DevOps Center and Salesforce CLI are trademarks of Salesforce, Inc. Copado, Gearset and GitHub are trademarks of their respective owners. SynconAI is an independent consulting firm; apart from its Salesforce partner status, it is not affiliated with or endorsed by these companies.
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