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Andrew Hanna
4 months ago
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Understanding Managed vs. Unmanaged Packages in Salesforce

Introduction

As a Salesforce Engineer or Consultant, choosing between creating managed or unmanaged packages is a strategic decision that can significantly influence your workflows and application lifecycle on Salesforce. This guide delves deeper into each type of package, offering insights into their use cases, benefits, and considerations to help you make an informed choice based on your specific needs.

What are Managed and Unmanaged Packages?

Managed Packages are typically created by Salesforce partners and are available through the Salesforce AppExchange. They come with a namespace that completely isolates them from your org and other packages, ensuring no naming conflicts across Salesforce orgs, but that comes with it own limitations.

Unmanaged Packages are often used as a means to distribute open-source projects or templates that can be customized by developers. They do not include a namespace, making them fully editable but also susceptible to naming conflicts. Unmanaged packages are a great way to version control your org customisation and development while keeping it unlocked, allowing you to also reference metadata and code pre-existing on your target org.

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Detailed Comparison

Configuration and Customization

  • Managed Packages

    • Use Cases: Ideal for applications like third-party integrations or extending Salesforce with in self contained package. For instance, creating or installing a pre-built marketing automation tool or customer service application.
    • Benefits: They are locked, which means the core components cannot be edited, ensuring integrity and support from the vendor.
    • Considerations: Limited customization may not suit all business-specific needs.

  • Unmanaged Packages

    • Use Cases: Best used when a highly tailored solution is needed, such as developing a custom application specific to your business processes or creating templates that can be modified for different client setups.
    • Benefits: Full access to the code allows developers to modify any aspect of the package to fit their exact requirements.
    • Considerations: Requires more in-depth Salesforce development knowledge and can lead to longer deployment times.

Support and Maintenance

  • Managed Packages

    • Provide vendor support, regular updates, and compatibility assurances with new Salesforce releases, reducing the administrative burden on the customer/user.

  • Unmanaged Packages

    • Maintenance and updates are the responsibility of the customer/user, potentially increasing workload for their IT team, making ideal for internal and consulting projects.

Deployment and Updates

  • Managed Packages

    • Quick to deploy as they are pre-configured. Updates are handled by the vendor and are seamlessly deployed to the customer/user environment.

  • Unmanaged Packages

    • Require careful integration and testing, especially during updates, to ensure they do not interfere with existing customizations.

Choosing the Right Package for Your Needs

When deciding between managed and unmanaged packages, consider:

  • Project Complexity and Customization Needs: If your project requires extensive customization, unmanaged may be the way to go. For self contained projects, managed packages can save time and effort.
  • Resource Availability: Do you have the skilled personnel to manage potential complexities that come with unmanaged packages?
  • Budget Constraints: Managed packages might seem more expensive initially but consider the total cost of ownership, including maintenance and future upgrades.
  • Time to Market: Managed packages allow faster deployment, which can be crucial for time-sensitive projects.

CI/CD Implications for Managed and Unmanaged Packages

Continuous Integration and Continuous Deployment (CI/CD) are critical components of modern software development, especially in dynamic environments like Salesforce. The choice between managed and unmanaged packages can have significant implications on your CI/CD strategies.

CI/CD in Developing Managed Packages

Managed packages are typically created by developers aiming to distribute their applications on Salesforce AppExchange, often with an eye towards commercialization. Here are key considerations for CI/CD:

  • Version Control and Release Management: Managed packages must adhere to Salesforce's upgrade and release management processes, which are more structured to ensure compatibility and support. Developers need to manage versioning meticulously, as package versions are immutable once released.
  • Namespace Prefix: Every managed package has a namespace prefix that uniquely identifies it across all Salesforce orgs. This namespace must be carefully managed in source control to ensure consistency across development and production environments.
  • Beta Testing and Patch Versions: CI/CD pipelines for managed packages often include creating beta versions for testing and patch versions for fixing issues post-release. Automation of these processes helps maintain the stability of the package.
  • License Management: Integration of licensing frameworks is essential for managed packages, particularly if they are commercial. Your CI/CD process may need to include steps for updating licensing mechanisms as part of the deployment pipeline.

CI/CD in Developing Unmanaged Packages

Unmanaged packages are more flexible and are often used for custom projects within a specific org or for distributing open-source projects where the developer does not retain any proprietary control. CI/CD considerations include:

  • Full Control Over Code: Developers have full control over the source code, making it easier to implement CI/CD practices such as automated testing, style checks, and code quality assessments without restrictions.
  • Flexibility in Updates: Unmanaged packages allow developers to apply updates and changes directly at any time, supporting agile development practices. Automation tools can be used to streamline the deployment of new features and fixes.
  • No Namespace Management: The lack of a namespace in unmanaged packages simplifies some aspects of version control and source code management, reducing the overhead in managing these elements in CI/CD pipelines.
  • Custom Deployment Scripts: Developers can create custom scripts and utilize CI/CD tools like Jenkins, CircleCI, or GitHub Actions to automate the build and deployment processes tailored to their specific organizational needs.

Choosing the Right Strategy

Selecting between developing a managed or unmanaged package often depends on the intended use case and distribution strategy:

  • Commercial Distribution: If you plan to sell your application on the AppExchange, a managed package is necessary. Your CI/CD pipelines should support stringent testing and compliance checks to meet Salesforce standards.
  • Internal Use or Open Source: For packages intended for internal use or open-source distribution without commercial intent, unmanaged packages offer more flexibility and easier integration into personalized CI/CD workflows.
  • Assess Complexity: Consider the complexity of your Salesforce environment. A simple environment might cope well with managed packages, while a complex, highly customized environment could benefit more from unmanaged packages.
  • Evaluate Team Skills: Ensure your team has the skills required to manage the chosen package type within CI/CD pipelines. Unmanaged packages require robust DevOps skills to fully leverage their flexibility.
  • Consider Long-Term Maintenance: Evaluate how each option affects long-term maintenance and scalability. Managed packages reduce the maintenance burden but at the cost of flexibility, while unmanaged packages offer flexibility but require ongoing maintenance efforts.

Conclusion

Both managed and unmanaged packages offer distinct advantages for Salesforce admins and developers. By carefully evaluating your organizational needs, resource availability, and long-term strategy, you can choose a package that not only fits your immediate requirements but also supports your Salesforce environment's growth and evolution.

Making an informed choice will empower your team to leverage Salesforce more effectively, ensuring that you maximize the platform's benefits while aligning with your business objectives.

At Tekunda, we've simplified the management and release processes of both Managed and Unmanaged packages with Tekunda Serpent. Our tool makes metadata and packages management effortless, allowing you to focus on innovation rather than administrative tasks. Ready to streamline your Salesforce development experience?

Join our limited waitlist now and be among the first to transform your workflow with Tekunda Serpent!

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