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

Retrieving metadata from a sandbox

To start retrieving metadata from a sandbox, we need to configure build.xml, package.xml, and The file is used to specify Salesforce credentials to form a connection between your machine and the Salesforce sandbox. The build.xml file contains Ant tasks that need to be performed in the sandbox. package.xml is project manifest it will contain packages to retrieve or deploy.

We will go through the common procedure to retrieve metadata from a Salesforce organization to a local machine using the Ant Migration Tool:

  1. Go to the location where you extracted the Migration Tool .zip file. You need to edit the file using any editor.
  2. In this case, we will use vim editor. Run the following command:
  1. Let's have a look at the sample file: 
sf.username = [email protected] 
sf.password = mypassxxxxxxxxxxxxxxxxxxxxxxxxx 
sf.token = <Security Token Generated...