Salesforce prod checklist

Salesforce Production Checklist

Overview

Complete checklist for deploying Salesforce integrations to production, including sandbox validation, API limit planning, and rollback procedures.

Prerequisites

• Staging/sandbox environment tested and verified
• Production Connected App configured
• Dedicated integration user in production
• Monitoring and alerting ready

Instructions

Pre-Deployment Configuration

• Production Connected App has minimum OAuth scopes (not full)
• Dedicated integration user with restricted profile (not admin)
• SF_LOGIN_URL set to https://login.salesforce.com (not test.salesforce.com)
• All credentials stored in vault/secrets manager (not env files)
• IP restrictions configured on Connected App and user profile
• JWT certificate uploaded (if using JWT Bearer flow)

API Limit Planning

• Estimated daily API calls documented
• API limit headroom > 20% (GET /services/data/v59.0/limits/)
• Bulk API used for operations > 200 records
• Composite API used for multi-object transactions
• sObject Collections used for batch CRUD (max 200/call)
• Caching implemented for describe/metadata calls

Code Quality

• All SOQL queries use parameterized filters (no injection)
• Error handling covers Salesforce error codes (INVALID_FIELD, REQUEST_LIMIT_EXCEEDED, etc.)
• Retry logic implemented for transient errors (UNABLE_TO_LOCK_ROW, SERVER_UNAVAILABLE)
• No hardcoded Salesforce IDs (use External IDs or SOQL lookups)
• Connection auto-refreshes expired tokens
• Logging redacts PII and credentials

Sandbox Validation

# Test in Full sandbox first (mirrors production data)
# 1. Deploy to sandbox
sf project deploy start --target-org my-sandbox

# 2. Run integration tests against sandbox
SF_LOGIN_URL=https://test.salesforce.com npm run test:integration

# 3. Verify API limits are within budget
sf limits api display --target-org my-sandbox --json | jq '.result[] | select(.name == "DailyApiRequests")'

# 4. Check Apex test results
sf apex run test --target-org my-sandbox --result-format human --code-coverage

Health Check Endpoint

async function salesforceHealthCheck(): Promise<{
  status: 'healthy' | 'degraded' | 'unhealthy';
  details: Record<string, any>;
}> {
  const conn = await getConnection();
  const start = Date.now();

  try {
    const [identity, limits] = await Promise.all([
      conn.identity(),
      conn.request('/services/data/v59.0/limits/'),
    ]);

    const apiUsagePercent = ((limits.DailyApiRequests.Max - limits.DailyApiRequests.Remaining) / limits.DailyApiRequests.Max) * 100;

    return {
      status: apiUsagePercent > 90 ? 'degraded' : 'healthy',
      details: {
        connected: true,
        latencyMs: Date.now() - start,
        instance: conn.instanceUrl,
        apiRemaining: limits.DailyApiRequests.Remaining,
        apiUsagePercent: Math.round(apiUsagePercent),
      },
    };
  } catch (error: any) {
    return {
      status: 'unhealthy',
      details: { connected: false, error: error.message, latencyMs: Date.now() - start },
    };
  }
}

Deployment Steps

# 1. Pre-flight: check Salesforce system status
curl -s https://api.status.salesforce.com/v1/incidents/active | jq 'length'

# 2. Verify production API limits
sf limits api display --target-org production --json

# 3. Deploy metadata (if applicable)
sf project deploy start --target-org production --dry-run  # Validate first
sf project deploy start --target-org production             # Then deploy

# 4. Verify health check
curl -sf https://yourapp.com/health | jq '.services.salesforce'

# 5. Monitor error rates for 30 minutes after deploy

Rollback Procedure

# Metadata rollback
sf project deploy start --target-org production --metadata-dir rollback/

# Integration rollback: revert to previous version
# Feature flag: disable Salesforce integration without redeploying
SF_INTEGRATION_ENABLED=false

Error Handling

Alert	Condition	Severity
API Limit Warning	> 80% daily limit used	P3
API Limit Critical	> 95% daily limit used	P1
Auth Failure	INVALID_SESSION_ID errors	P1
SOQL Errors	MALFORMED_QUERY or INVALID_FIELD	P2
Record Lock	UNABLE_TO_LOCK_ROW spikes	P3

Resources

• Salesforce Status Page
• Deployment Best Practices
• Sandbox Types

Next Steps

For version upgrades, see salesforce-upgrade-migration.