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Release Management Implementation Guide

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Release Management
Implementation Guide

Index

    Core Setups
  • 1Overview
  • 2Installing Flosum
  • 3Setting up Flosum integration user
  • 4Connecting sandboxes to Flosum
  • 5Setting up users in Flosum
  • 6Setting org permissions
  • 7Decide on naming convention
  • 8Initialize the repository
  • 9Setting up workflow permissions
  • Application Development Flow
  • 10Pulling changes from dev sandboxes
  • 11Branching strategy
  • 12Conflict and Merge strategy
  • 13Static Code Analysis
  • 14Apex
  • 15Regression testing
  • 16Reference Architecture
  • Integrations
  • 17Jira
  • 18TFS/Azure Devops
  • 19Git Integrations
  • Compliance & Governance
  • 20Compliance & Governance
Welcome to Flosum! 
When beginning with the Flosum software, we suggest that you first start with the Flosum Trial which introduces the Flosum core concepts and approach. When it is time to install Flosum for product use, this step-by-step checklist will help you successfully implement and configure the installation.

Create your Flosum Org This step is generally done for you by your Customer Success Manager prior to the kick off call. 

Setup Flosum Integration User In all Sandboxes

Connect your Sandboxes and Production Org to Flosum

Set Up Users in Flosum

Plan Org Permission Matrix 

Formalize Naming Conventions for Branches, Deployments, Snapshots 

Initialize the Repository from Production

Set Up Workflow Notifications for all Users

Decide on a Sandbox Strategy

Decide on an Application Development Flow

Optional Additional Steps:
☐ Integrate Third Party Tools: Jira, Agile Accelerator, Git
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