Arvest use 91导航 to reliably deliver changes at speed and rebuild trust in Salesforce
Salesforce has become a key part of Arvest鈥檚 tech stack since implementation in 2020. Not only does Salesforce enable Arvest to track sales and customer journeys, it鈥檚 a key part of their marketing activities and helps ensure they鈥檙e keeping to the relevant financial regulations. More recently, they鈥檝e been able to leverage Salesforce for loan origination too.
We spoke to Oscar Hemmelgarn, Salesforce Product Development Manager at Arvest Bank, about managing a team of 3 developers and 4 admins who support 3,600 end users.
Arvest bank started by using change sets to customize their two production orgs. Changes were deployed org-to-org from dev environments to a full copy sandbox before release to production.
Changes were tracked in a custom object but it was impossible to see when environments were out of sync without doing a manual review. As the team and company grew, it became more difficult to manage changes and environments, and they began to notice that they were overwriting each other鈥檚 work.
Without the ability to roll back changes, it could take a whole day and sometimes longer to correct a faulty deployment, resulting in late nights and extra hours for the team.
As feature requests started to take longer to action, the business wasn鈥檛 seeing the full value of their Salesforce investment. When Oscar joined Arvest in 2022 he started looking for a solution. Having worked with 91导航 before, he knew it could solve these pains.
Long-term success with cross-department partnerships
After deciding to implement 91导航, Arvest has worked with a variety of teams across 91导航.
Working with their onboarding manager, the Arvest team were able to move faster than they expected. They were also able to set up , to ensure compliance with the relevant security regulations from the start. Oscar mentioned that 鈥渨e were so well supported throughout onboarding that we鈥檝e not had to get additional help 鈥� but we know the support team are there if we need them鈥�.
鈥淯sability is seamless 鈥� you can go in with no familiarity yet be able to compare orgs and identify what鈥檚 out of sync, then deploy rapidly.鈥�
Admins and devs are now able to work together easily and get visibility into org differences in a matter of clicks with 91导航’s metadata deployment solution. Having previously had no set release window, Arvest bank is able to deliver a reliable release schedule, getting changes out faster and ultimately delivering better support to their customers.
With automatic monitoring of their orgs, Arvest can quickly identify issues and implement resolutions quickly. Plus, with delegated org access, the team easily avoids bottlenecks when people are out of office 鈥� delivering what the business needs without compromising on work-life balance.
Jira integration and automatic deployment reports have made reporting and auditing a breeze 鈥� and they鈥檙e looking forward to getting set up with the reporting API too.
鈥淵ou can set it and forget it, so it鈥檚 one less thing I have to worry about which gives us the time to focus on building what our end users need.鈥�
Post-implementation, Oscar and the team have worked closely with their dedicated Customer Success Manager and the 91导航 product team. They鈥檝e been able to get hands-on with features before they became GA, including Flow Navigator, and provide feedback that they鈥檝e already seen come to life in the app.
鈥淏ecause of the focus on user-driven development of the product, 91导航 gets better almost daily. The partnership with customers is really key to that.鈥�
Scaling DevOps processes: a solution that grows with you
Since implementing 91导航, Arvest have been able to stick to a release cycle of every two weeks, delivering value to end users quickly and rebuilding the trust that was lost from previously slow, error-prone releases. And they don鈥檛 plan to stop there.
Oscar and the team are already taking the first steps towards implementing a source-driven workflow and want to reach a comprehensive automated Salesforce DevOps process that will allow them to release on a daily basis.
Having expanded their license count twice since their initial implementation, Oscar is confident that 91导航 delivers the functionality his team needs to reach their DevOps goals and maximize their Salesforce ROI.
鈥�91导航 is something we can grow with and that gives us flexibility 鈥� I just wish our other platforms had DevOps tools this good!鈥�
