Specialized Compass Environment

Govern Salesforce Delivery from Requirement through Release.

Salesforce Delivery is a specialized ConservOS Compass environment that connects architecture, metadata, environments, repositories, requirements, work items, validation, deployment evidence, people, time, and outcomes.

Salesforce remains authoritative for CRM data and platform execution. Compass governs the cross-system delivery context around that work.

Keep technical delivery connected to client context.

  1. Architecture and metadata

    Relate solution decisions, metadata scope, dependencies, and technical constraints.

  2. Environments and repositories

    Connect Salesforce environments with GitHub or Bitbucket repositories and delivery state.

  3. Requirements and work

    Trace requirements through Jira work, implementation, validation, and acceptance.

  4. Release evidence

    Preserve validation, approvals, deployment readiness, release records, and outcomes.

Coordinate the work without replacing its systems of record.

Salesforce remains the system of record for CRM data and Salesforce platform execution. Delivery tools and repositories remain authoritative for their specialized records. Compass connects their context, approvals, evidence, people, time, and economics.

  1. Requirement
  2. Architecture
  3. Work item
  4. Implementation
  5. Validation
  6. Approval
  7. Release
  8. Outcome