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Transforming Financial Experiences with Salesforce-Native Automation for Q2

by the Numbers
20 Mn+
Customers Served
About the company

Q2 is a financial experience company dedicated to providing digital banking and lending solutions to banks, credit unions, alternative finance, and fintech companies in the U.S. and internationally. With comprehensive end-to-end solution sets, Q2 enables its partners to provide cohesive, secure, data-driven experiences to every account holder – from consumer to small business and corporate.

Table of contents

Salesforce powers Q2’s customer-facing and internal operations — everything from sales to support, implementation, and hosting. Its development team is charged with delivering an ever-expanding set of capabilities for business stakeholders in Q2, making the team mission-critical for Q2’s continued success.

When error-prone, time-consuming release processes put the brakes on innovation, the development team chose Copado Essentials to accelerate its development and deployment pipeline.

Results with Copado


Faster Salesforce Releases


Reduction in Time to Roll Back Changes


Lower Release Fail Rates and Bug Rates

The Challenge

Q2’s Salesforce development team averaged a six hour release window to production because they had to manually build Change Sets. Without an automated way to track alterations, changes were sometimes missed out — resulting in repeated deployments and further delays.

Because admins made a significant proportion of changes while developers focused on Apex components, coordinating changes across admins and developers was difficult. Admins also found tools such as GitHub relied heavily on developers for version control — consuming large amounts of developers’ time.

Key Challenges

The Solution

Q2 began by using the free version of Copado. Today, with Copado Essentials, Q2 has slashed release times from six hours to one hour — an 85% reduction. The company has also seen a significant improvement in its release fail rate and a reduction in bugs.

If a release does fail, it only takes a few minutes to roll back the release as opposed to two hours or more, with Q2 pegging the reduction at 95%. Q2 also points to further reductions in effort due to easier troubleshooting and lower change management overhead.

The Future

Not only did Copado’s one-click deployment of changes radically reduce release times, but the ability to automatically compare source and destination Salesforce orgs also made it easy to identify what had changed.

Encouraged by the success, Q2 describes Essentials as infinitely superior to change sets. Q2 decided to upgrade to Essentials+ to further accelerate releases and increase release quality. One key reason the company upgraded was the ability to link Salesforce orgs into an end-to-end development pipeline and move work items (groups of changes) through the pipeline from org to org.

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