Book Image

DevOps for Salesforce

By : Priyanka Dive, Nagraj Gornalli
Book Image

DevOps for Salesforce

By: Priyanka Dive, Nagraj Gornalli

Overview of this book

Salesforce is one of the top CRM tools used these days, and with its immense functionalities and features, it eases the functioning of an enterprise in various areas of sales, marketing, and finance, among others. Deploying Salesforce applications is a tricky event, and it can get quite taxing for admins and consultants. This book addresses all the problems that you might encounter while trying to deploy your applications and shows you how to resort to DevOps to take these challenges head on. Beginning with an overview of the development and delivery process of a Salesforce app, DevOps for Salesforce covers various types of sandboxing and helps you understand when to choose which type. You will then see how different it is to deploy with Salesforce as compared to deploying with another app. You will learn how to leverage a migration tool and automate deployment using the latest and most popular tools in the ecosystem. This book explores topics such as version control and DevOps techniques such as Continuous Integration, Continuous Delivery, and testing. Finally, the book will conclude by showing you how to track bugs in your application changes using monitoring tools and how to quantify your productivity and ROI. By the end of the book, you will have acquired skills to create, test, and effectively deploy your applications by leveraging the features of DevOps.
Table of Contents (14 chapters)
Title Page
Packt Upsell

DevOps for Salesforce?

Yes, we can apply DevOps practice to Salesforce projects and achieve continuous integration and deployment, and continuous testing for Salesforce projects as well. In DevOps, we have a rich toolset that can also be used for Salesforce projects.

Let's try to cover this step by step. The first and most important consideration is how we can achieve versioning in Salesforce where the Salesforce sandbox itself doesn't keep versions of code stored. A Salesforce sandbox stores only a minimal amount of information about changes, such as which user made the previous change and its timestamp. Obviously, this information is not enough to achieve full versioning. We can use a very popular source code management tool, Git for Salesforce projects, where the sandbox will be in sync with the Eclipse workspace and Git repository. 


Salesforce provides a very useful tool for migration of metadata from a local repository to a sandbox, which is the Migration Tool. The Migration Tool is an Ant-based tool for moving metadata from a sandbox to local repositories. With the Migration Tool, we can perform operations such as retrieving metadata from a sandbox and deploying metadata to a sandbox.

Using this Migration Tool with Jenkins, we can build our continuous integration jobs. Jenkins is an automation server that allows us to automate tasks such as building, testing, and deploying software on a particular environment. Jenkins is written in Java programming language and allows us to create continuous integration jobs. In later chapters, we will see how to use the Migration Tool with Jenkins and automate continuous integration tasks in Salesforce projects.

Finding issues can be like finding a needle in haystack. We need to track issues in our project. There are many  applications present that we can use in our projects, such as Bug Tracker and Jira. This helps us to get an idea about issues in our project and in which environment they are present; also, it helps us be on track and stay updated. We will see some of these applications in detail in later chapters. We will also see how we can integrate these tools and have a CI-CD pipeline for Salesforce projects.

Achieving continuous testing with Salesforce is possible with the help of tools such as Selenium and Qualitia. Selenium is a testing framework that is used to test web applications. Qualitia is a scriptless automation tool that helps to create test cases without writing scripts/code.

Do you still have doubts about applying DevOps to Salesforce? The answer can be positive or negative, but, wait, do not mark it as your final answer because you have still to read the following chapters, where we will try to provide a clearer idea about using DevOps tools for Salesforce projects. Also, we will cover some examples and real-time scenarios about DevOps and Salesforce, so stay tuned!