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DevOps for Salesforce

By : Dive, Aphale, Gornalli

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Buy this Book

DevOps for Salesforce

1 (2)

By: Dive, Aphale, Gornalli

Buy this Book

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.

Preface

Who this book is for

What this book covers

To get the most out of this book

Get in touch

Free Chapter

Salesforce Development and Delivery Process

The typical Salesforce development process (without DevOps)

Traditional deployment

Sandboxes

Eclipse for Salesforce development

Technical and business challenges

DevOps for Salesforce?

Summary

Applying DevOps to Salesforce Applications

The need for a DevOps process in Salesforce development

The differences between DevOps for Salesforce and other tech stacks

Example – the typical DevOps process for a Java development stack

Summary

References

Deployment in Salesforce

What is deployment with reference to DevOps?

Deployment in Salesforce

Deployment using the Ant Migration Tool

Using the Force.com IDE to deploy Apex

Installing Salesforce DX plugins to Visual Studio Code

Summary

Introduction to the Force.com Migration Tool

What the Force.com Migration Tool is?

Setting up the Force.com Migration Tool

Retrieving metadata from a sandbox

Deploying metadata on a sandbox

Deleting files/components from a Salesforce organization using destructiveChanges.xml

How the Force.com tool helps developers and DevOps

Troubleshooting

Summary

Version Control

What is meant by SCVS?

Version control in Salesforce

Introduction to Git

Setting up a GitLab server on a Linux instance

Prerequisites

Installing the GitLab server

Creating your first project in GitLab

Working with a Git repository

Viewing the commit history

Adding a user to GitLab

Troubleshooting

Branching strategy

Handling branches using the Git CLI

Merging changes from develop to master

Using Git in the Eclipse IDE

Summary

Continuous Integration

What is Jenkins?

Installing a Jenkins server

Configuring the Ant Migration Tool with Jenkins

Configuring a Jenkins job to retrieve metadata from a sandbox

Configuring a Jenkins job to deploy metadata on a sandbox

Summary

Continuous Testing

What is code quality?

Executing Apex tests in a deployment using Jenkins

What is continuous testing?

Introducing Selenium

Introducing Qualitia

Summary

Tracking Application Changes and the ROI of Applying DevOps to Salesforce

How to track application changes

Introducing Bugzilla

Publishing a build report to Git

How DevOps helps organizations deliver quickly

Enhanced productivity

How to measure ROI?

Summary

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Deployment using the Ant Migration Tool

The Ant Migration Tool provides a way to deploy metadata from the local directory to a Salesforce sandbox. We can use the Ant command-line utility to automate deployment tasks in Salesforce.

The Ant Migration Tool helps us to retrieve and deploy metadata to and from a sandbox.

This tool can also be used to take backups of your sandbox metadata. To configure access to the sandbox, we need to provide sandbox credentials in the build.properties file. The build.xml file contains commands for retrieving or deploying metadata. Package.xml contains the components to be retrieved or deployed.

The Ant Migration Tool is explained in detail via an example in Chapter 4, Introduction to the Force.com Migration Tool.

We will discuss some scenarios where the Ant Migration Tool deployment type can be used: