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Rollback

When deploying changes in a single Salesforce environment, you can roll back to a previous state after a deployment. Platform Governance for Salesforce's rollback tool lets you roll back all or selected components of your deployment, enabling you to address a specific problem. There are two steps:

  • Create the Rollback Record
  • Execute and Validate the Rollback

Create the Rollback Record​

The Deployment Record status must be Completed to be eligible for Rollback.

  1. Open the Deployment Record to rollback. To locate the record, click Change Requests and change the view to Deployments.

  2. Click Rollback

    Rollback button is only available for Completed Deployment Records

  3. Click Test Connection to ensure your credentials are working. If your credentials aren't correct, click Save Credentials and edit.

    Rollback selected customizations

  4. By default, all customizations are selected for rollback. Deselect any customizations to keep. The Rollback Type specifies the effect of the rollback:

    • Delete: If a customization was created during the deployment, it is deleted during the rollback.
    • Override: If a customization existed in the target environment and was changed during deployment, it is reset to the previous version.

  5. Click Rollback Selected Customizations. The Rollback Confirmation is displayed.

    Rollback confirmation

  6. Click Yes to continue. A Rollback Record is created.

  7. Click Submit for Approval on the Rollback Record.

Execute and Validate the Rollback​

The Rollback Record must be approved before it can be executed.

  1. Open the Rollback Record. To locate the record, click Change Requests and change the view to Deployments.

  2. Click Test Connection to ensure your credentials are working.

  3. Click Execute Rollback. A Confirmation is displayed. Click Yes to continue.

  4. When the rollback is complete, click Validate Rollback.

    Validate the Rollback

  5. Open Netwrix Dashboard > Reports > Release and Deployment > Rollback Logs Use Customize to add the Status column to your report. The following is an example of a failed rollback deployment log.

    Review the Rollback log

  6. Click the report to open it. Check the Notes & Attachments for a rollback validation file.