A Salesforce Deployment Checklist
In 2003, Michigan hospitals adopted a new practice that caused the infection rate of Intensive Care Unit patients to fall by 66%. Researchers were stunned. Within 18 months, more than 1,500 lives were saved. Care to guess what it was?
A checklist. Not even a complicated checklist. Just five simple steps that everyone already knew. Steps like Wash your hands with soap and Wear a sterile mask, hat, gown, and gloves.The lesson is a good one: doing better isn't always a matter of trying something new. Sometimes it just means following through on what you already know. And a good checklist can help you do exactly that.
Today, we at the Test Pilot elf workshop have put together something you might find useful: a printable notepad you can use to make your own checklist and keep notes on your next deployment.
Want to customise it? Download the original Pages template
It has everything we think a good Salesforce deployment checklist needs:
- Pre-deployment steps that you make on the lead-up to your deployment
- Deployment steps that you do on the day
- Post-deployment steps that you need to remember to do afterwards
- Impact to customers/users so you know who’s affected
- In case of emergency instructions, so you’re not stuck if something goes wrong
- Dates and times so you can keep records of how the deployment went
Of course, we’re working on a more high-tech solution to deployments, but we hope this helps in some small way the next time you’re deploying changes. Just remember: checklists save lives.
The Salesforce Deployment Checklist is licensed under a Creative Commons Attribution license – you’re free to share and modify the template as long as you credit us when you do so. Enjoy!