Deployment Plan
The ordered steps, dependencies, and manual actions required to ship a Salesforce release safely.
Definition
A deployment plan is the ordered sequence of steps, and often the ordered set of metadata components, required to ship a release safely: what deploys first, what depends on what, which steps need manual intervention (like data fixes or permission grants), and what to validate before and after. Salesforce's own deployment tooling handles dependency ordering within a single deployment automatically in most cases, but real releases often span multiple deployments, manual pre- and post-steps, and coordination across teams, none of which Salesforce tracks natively. Without a documented plan, releases become tribal knowledge held by whoever's shipped the app longest, and a single missed manual step, like activating a flow after deployment, can break production. Teams typically maintain deployment plans in a spreadsheet or wiki page, updated by hand every release. Our Salesforce DevOps guide covers how deployment planning fits into a repeatable release process.
How it works in Serpent
Serpent builds the deployment plan automatically from the tasks scoped into a release, ordering components by dependency and surfacing any manual steps before the deployment runs, rather than relying on a spreadsheet someone has to keep current. Preflight checks validate the plan against the target org before anything ships, and every step is logged so the plan doubles as an audit trail after release. This turns deployment planning from a manual, error-prone habit into something the platform handles by default. See release management in Serpent for how deployment plans are built and run.
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