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

Deployment in Salesforce

There are many different ways to deploy Salesforce in production. Salesforce deployment involves simply moving Salesforce metadata to production.

There are three ways to move metadata to production:

  • From a sandbox to a Production Org
  • From one Production Org to another Production Org
  • From a developer org to a Production Org


There are various methods to achieve Salesforce metadata deployment:

  • Change Sets
  • The Ant Migration Tool
  • The IDE
  • Third-party tools that use the Metadata API or the Tooling API
  • The SOAP API
  • Visual Studio Code with Salesforce DX plugins

Change Sets

To use a Change Set, a sandbox must be connected to a Production Organization. In the previous chapter, we discussed creating a sandbox and creating a connection between the sandbox and production organization. This is the traditional and most simple way to send configuration and metadata changes from one sandbox to another or from one sandbox to a Production Organization.

There are two different types of...