Change Sets Aren’t Enough: My Deployment Workflow

Photo by Ross Findon on Unsplash

Change Sets are fine—for small orgs or last-minute tweaks. But for serious development, I’ve moved to a hybrid model: Change Sets for UI-friendly items, and metadata deployments using SFDX and source control for everything else.

My current deployment flow:

  1. Build and test in sandbox

  2. Version control in GitHub

  3. Validate metadata in a partial/full sandbox

  4. Deploy using VS Code or Workbench for bulk changes

  5. Use Change Sets only for Profiles, Page Layouts, and quick admin fixes

This approach keeps dev and admin workflows in sync while reducing the risk of surprise errors during deployment. More control. Fewer regrets.