Case Study: Planview streamlines Salesforce DevOps and strengthens backup confidence with Gearset

Planview streamlines 453 deployments with Gearset

Planview, a technology company providing project and portfolio management software, faced significant challenges in managing their Salesforce deployments. With a growing team and no formal DevOps processes, they relied on error-prone change sets and direct production changes, leading to overwritten work and a lack of audit trails. This created a risky environment for their critical permissions and access management work. They sought a reliable, scalable deployment tool to solve this, ultimately selecting Gearset.

By implementing Gearset's DevOps platform, Planview established a robust deployment process with clear comparisons, controlled production pushes, and comprehensive backup. The solution provided full visibility into their deployment history and streamlined their pipeline across multiple environments. As a result, deployments became faster, more comfortable, and error-free. The team also consolidated their CPQ deployments and backup onto Gearset, ensuring data safety and operational confidence. The partnership with Gearset has been key to Planview's DevOps maturity.

Planview