Book Image

Salesforce DevOps for Architects

By : Rob Cowell, Lars Malmqvist
Book Image

Salesforce DevOps for Architects

By: Rob Cowell, Lars Malmqvist

Overview of this book

As the Salesforce Platform evolves into an increasingly complex landscape, architects face a growing demand for advanced solutions. The key to successful Salesforce projects lies in effective DevOps practice, and this book helps you achieve just that by offering strategic and practical insights into Salesforce components. The book starts by cultivating a DevOps mindset, focusing on collaboration, coordination, and communication, and learning how to efficiently demonstrate governance, visibility, and accountability. Building upon this architectural foundation, you’ll delve into tools and techniques to plan your strategy using the capabilities of SFDX. Once you’ve gotten to grips with Salesforce packaging, you'll learn how to build a CI/CD stack with freely available software and configure it for automated change delivery. You’ll then address the operational concerns of a mature DevOps process as you explore topics such as ticket management, backups, change monitoring, and data seeding — essential for maintaining a clean and healthy Salesforce org. Finally, you’ll learn about the ecosystem of third-party solutions, which provide out-of-the-box capabilities to accelerate your Salesforce DevOps journey. By the end of this book, you'll have demystified Salesforce DevOps, empowering you to deliver Salesforce projects with the expertise of a DevOps professional.
Table of Contents (20 chapters)

A Brief History of Deploying Salesforce Changes

With Salesforce’s own delivery model coming in the form of three major releases per year, the platform has evolved substantially since it was first made available back in 2000. From its early days as a predominantly sales tool, Salesforce has evolved to become a development platform in its own right. With this change came the need to bring true development best practices to your customizations and the need to deliver them effectively.

In this chapter, we’ll be looking at the history of making and delivering changes on the Salesforce platform, to understand the current shortcomings of the built-in tools. This will help set the context for the necessity of a DevOps process and where the current state of the art sits today. We’ll be covering the following main topics:

  • The beginnings of customizing Salesforce
  • Apex and Visualforce
  • Sandboxes and change sets
  • SFDX and scratch orgs
  • DevOps Center
  • ...