Salesforce Dictionary - Free Salesforce GlossarySalesforce Dictionary
Salesforce Consultant
medium

How do you adapt agile / Scrum to Salesforce projects?

Agile works on Salesforce, with adaptations.

Standard Scrum elements applied:

  • Sprints — typically 2 weeks. Demos at end. Retrospectives.
  • Backlog — user stories prioritised by Product Owner.
  • Sprint planning — team commits to a sprint goal.
  • Daily standup — 15 min, what I did, what I'm doing, blockers.
  • Sprint review / demo — show working software to stakeholders.
  • Sprint retrospective — what to improve.

Salesforce-specific adaptations:

1. Discovery first. Pure Scrum starts with a backlog and iterates. Salesforce projects need upfront Discovery and Solution Design. Treat as Sprint 0 (or several sprints) before Build sprints.

2. UAT can't always fit in a sprint. Some features need 2 sprints to build, then UAT. Plan UAT cycles separately.

3. Data migration is monolithic. Migration runs once at cutover; can't be sprinted incrementally.

4. Integrations have their own cycles. External systems' availability, schedules, and capacity drive integration timing.

5. Sandboxes complicate environments. Multiple sandboxes for different sprints/teams; refresh strategy matters.

6. Tests are mandatory. 75% Apex coverage required for production deploys; not "we'll write tests later".

7. Salesforce releases interrupt. 3 platform releases per year may force changes mid-sprint.

Tools:

  • Jira for backlog/sprint tracking — most popular.
  • Azure DevOps, GitHub Projects, Linear — alternatives.
  • Salesforce DevOps Center for built-in version control.
  • Gearset / Copado / Salto for deployment automation.

Anti-patterns:

  • Waterfall in disguise — calling it Agile but doing Discovery for 6 months without iteration.
  • No Product Owner — backlog drifts, priorities shift weekly.
  • Sprints without demos — no validation; rework piles up.
  • Demo without users — only project team in the room. Real users surface real issues.

Recommendation: hybrid is most common — waterfall structure for big phases, agile inside Build phase. Pure Agile rarely fits enterprise Salesforce contracts.

Why this answer works

Senior consulting. Mentioning the Salesforce-specific complications (data migration, sandboxes, mandatory tests) signals real experience.

Follow-ups to expect

Related dictionary terms