Salesforce Production Checklist

Overview

Complete checklist for deploying Salesforce integrations to production.

Prerequisites

• Staging environment tested and verified
• Production API keys available
• Deployment pipeline configured
• Monitoring and alerting ready

Instructions

Step 1: Pre-Deployment Configuration

• [ ] Production API keys in secure vault
• [ ] Environment variables set in deployment platform
• [ ] API key scopes are minimal (least privilege)
• [ ] Webhook endpoints configured with HTTPS
• [ ] Webhook secrets stored securely

Step 2: Code Quality Verification

• [ ] All tests passing (npm test)
• [ ] No hardcoded credentials
• [ ] Error handling covers all Salesforce error types
• [ ] Rate limiting/backoff implemented
• [ ] Logging is production-appropriate

Step 3: Infrastructure Setup

• [ ] Health check endpoint includes Salesforce connectivity
• [ ] Monitoring/alerting configured
• [ ] Circuit breaker pattern implemented
• [ ] Graceful degradation configured

Step 4: Documentation Requirements

• [ ] Incident runbook created
• [ ] Key rotation procedure documented
• [ ] Rollback procedure documented
• [ ] On-call escalation path defined

Step 5: Deploy with Gradual Rollout

# Pre-flight checks
curl -f https://staging.example.com/health
curl -s https://status.salesforce.com

# Gradual rollout - start with canary (10%)
kubectl apply -f k8s/production.yaml
kubectl set image deployment/salesforce-integration app=image:new --record
kubectl rollout pause deployment/salesforce-integration

# Monitor canary traffic for 10 minutes
sleep 600
# Check error rates and latency before continuing

# If healthy, continue rollout to 50%
kubectl rollout resume deployment/salesforce-integration
kubectl rollout pause deployment/salesforce-integration
sleep 300

# Complete rollout to 100%
kubectl rollout resume deployment/salesforce-integration
kubectl rollout status deployment/salesforce-integration

Output

• Deployed Salesforce integration
• Health checks passing
• Monitoring active
• Rollback procedure documented

Error Handling

Examples

Health Check Implementation

async function healthCheck(): Promise<{ status: string; salesforce: any }> {
  const start = Date.now();
  try {
    await salesforceClient.ping();
    return { status: 'healthy', salesforce: { connected: true, latencyMs: Date.now() - start } };
  } catch (error) {
    return { status: 'degraded', salesforce: { connected: false, latencyMs: Date.now() - start } };
  }
}

Immediate Rollback

kubectl rollout undo deployment/salesforce-integration
kubectl rollout status deployment/salesforce-integration

Resources

• Salesforce Status
• Salesforce Support

Next Steps

For version upgrades, see salesforce-upgrade-migration.