Salesforce DevOps for Architects : Discover Tools and Techniques to Optimize the Delivery of Your Salesforce Projects / Rob Cowell and Lars Malmqvist.

Format:

Book

Author/Creator:

Cowell, Rob, author.

Malmqvist, Lars, author.

Language:

English

Subjects (All):

Data structures (Computer science).

Database management.

Salesforce (Online service).

Physical Description:

1 online resource (260 pages)

Edition:

First edition.

Place of Publication:

Birmingham, England : Packt Publishing, [2024]

Biography/History:

Cowell Rob: Rob Cowell is a Salesforce DevOps Advocate at a leading platform provider in this space. He uses his wealth of experience as a Salesforce Dev and Architect to guide and advise on best practice for Salesforce DevOps. He has gained a unique insight into Salesforce trends and challenges over the years, and uses this to help organizations of all shapes and sizes to optimize their Salesforce processes. Alongside his day job, he is an active participant of the Salesforce community, providing support and sharing experiences to help others thrive. Malmqvist Lars: Lars Malmqvist is a 32x certified Salesforce CTA and has spent the past 15 years in the Salesforce ecosystem building advanced solutions on the platform. Currently, he works as a partner in the management consultancy, Implement Consulting Group, focusing on supporting large Nordic Salesforce clients in their transformation journeys. He has published two books, Architecting AI Solutions on Salesforce and Salesforce Anti-Patterns, both with Packt publishing.

Summary:

Master Salesforce DevOps while exploring deployment, packages, Git workflows, and organizational monitoring using third-party tools such as Salesforce DX, GitHub, Jenkins, Gearset, and Copado Key Features Learn to build a DevOps culture to mitigate project risks and boost return on investment (ROI) Delve into the principles of DevOps and how to apply them in Salesforce for maximum efficiency Explore Salesforce DevOps tools, with examples and strategies for building a robust DevOps stack Purchase of the print or Kindle book includes a free PDF eBook Book Description 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. What you will learn Grasp the fundamentals of integrating a DevOps process into Salesforce project delivery Master the skill of communicating the benefits of Salesforce DevOps to stakeholders Recognize the significance of fostering a DevOps culture and its impact on Salesforce projects Understand the role of metrics in DevOps architecture within Salesforce environments Gain insights into the components comprising a Salesforce DevOps toolchain Discover strategies for maintaining a healthy Salesforce org with a variety of supporting DevOps tools Who this book is for If you are a Salesforce architect or senior developer looking to bring DevOps best practices to your projects, this book is for you. To learn from this book, you should have a strong familiarity with Salesforce platform development both in code and low-code, understand concepts such as metadata, JSON, and XML, and feel at ease with command-line operations.

Contents:

Cover

Title Page

Copyright and Credits

Dedicated

Contributors

Table of Contents

Preface

Chapter 1: A Brief History of Deploying Salesforce Changes

An introduction to the history of Salesforce as a development platform

Custom objects

S-Controls

SOQL

Sforce web services

Workflows

Apex and Visualforce

Sandboxes and change sets

Metadata and Tooling APIs

Metadata API

Tooling API

The Force.com IDE and Mavensmate

The Force.com IDE

Mavensmate

Introducing SFDX

DevOps Center

Summary

Chapter 2: Developing a DevOps Culture

The need for a DevOps culture

Strongly defined teams

Closely working together

Constant evolution

Collaboration and communication

Adoption and alignment

Questions to start with

Making life easy for your teams

Governance and risk management

Chapter 3: The Value of Source Control

Technical requirements

The importance of source control

Collaboration

Traceability

Automation

Continuous integration

Continuous deployment

Continuous delivery (also CD)

Rollbacks

Incremental development

Fundamental Git operations

Commits

Staging

Repositories

Putting source control into practice

Initializing a new repository

Adding new files to the staging area

Checking everything has been added before the commit

Committing changes to the local repository

Connecting your remote repository

Pushing changes to a remote repository

Merging changes from one branch to another

Merge strategies

Creating a new branch

Switching to a different branch

Viewing commit history

Reverting to a previous version of a file

Git rebasing

Effective Salesforce branching strategies

Git as a backup

Trunk-based development

The feature branch model

The protected master branch model.

The expanded branching model

Comparing the branching strategies

Chapter 4: Testing Your Changes

The importance of testing

Integration testing

Regression testing

User acceptance testing

Large volume testing

Apex testing

Testing your LWCs

An example Jest test

Running your Jest tests

Testing your flows

Chapter 5: Day-to-Day Delivery with SFDX

Setting up the tools and your project

The Salesforce CLI

Git

VS Code and extensions

Creating a new SFDX project and connecting it to your Salesforce org

The change lifecycle with Git and SFDX

Getting a Git repository to work with

Getting the latest changes from the main branch

Creating a new feature branch

Working on your changes

Committing your changes

Pushing your feature branch to the remote repository

Creating a pull request

Addressing feedback and updating the pull request

Merging the pull request

Updating your local main branch

Sandboxes versus scratch orgs

Sandboxes

Scratch orgs

Chapter 6: Exploring Packaging

Unmanaged packages

Unlocked packages

Org-dependent packages

Managed packages

Development

Testing

Packaging

Security review

AppExchange listing

Installation and configuration

Ongoing support and upgrades

Packaging models' pros and cons

Breaking up an existing monolithic application

Chapter 7: CI/CD Automation

Introducing CI/CD

Continuous Integration (CI)

Continuous Delivery (CD)

CI/CD pipeline

GitHub Actions

GitHub workflows in action

Jenkins

Salesforce-specific tools

Practical use of the CI/CD pipeline

Chapter 8: Ticketing Systems

Technical requirements.

The benefits of tracking your work

Transparency

Accountability

Prioritization

Documentation

Reporting and analytics

Potential pitfalls

JIRA

The JIRA project life cycle

A high-level JIRA workflow

Asana

The Asana project life cycle

A high-level Asana workflow

Azure Work Items

The Azure Work Items life cycle

A high-level Azure Work Items workflow

Using an Azure Work Items workflow with GitHub

Chapter 9: Backing Up Data and Metadata

Why backups should be part of your DevOps process

The cost of data loss

Backups limit disruption

Backups complement development

Backups protect against errors

Backups verify releases

Metadata backups

Data backups

The recovery process

Incident and disaster recovery planning

Incident response plans

Disaster recovery plans

Securing backup data

Navigating GDPR and CCPA regulations for data backups

GDPR overview

Insights into CCPA

Data retention considerations

Options for Salesforce backup

No backups

Manual exports

Version control

Native Salesforce tools

Purpose-built backup solutions

Chapter 10: Monitoring for Changes

How to manage your Salesforce environments

The need for monitoring

Exploring different kinds of monitoring

Monitoring metadata

Why monitor metadata?

Monitoring metadata in production

Monitoring metadata in sandboxes

A note on scratch orgs

Monitoring data behavior

Why monitor your data?

Monitoring configuration data

Monitoring data anomalies

Monitoring data quality

Monitoring data volumes

Chapter 11: Data Seeding Your Development Environments

The benefits of accurate data for development and testing

Seeding data in your environments.

Working with production data

Challenges and constraints in loading production data

Generating test data

Importing test data

Data load automation

Handling relationships

Considerations for test-data management

Protecting sensitive data with data masking

Understanding data masking

Implementing data masking

Compliance and best practices

Tools and resources

Chapter 12: Salesforce DevOps Tools - Gearset

Gearset overview

Gearset's strengths

Gearset's weaknesses

Chapter 13: Copado

An overview of Copado

Platform

Build integration

Deployment

Environments

Change management

Administration

Robotic testing

Understanding the strengths of Copado

Exploring the weaknesses of Copado

Chapter 14: Salesforce DevOps Tools - Flosum

A Flosum overview

Deployments

The Trust Center

Backup and Data Migrator

Integrations and customizations

Flosum's strengths

Flosum's weaknesses

Chapter 15: AutoRABIT

An overview of AutoRABIT

AutoRABIT platform overview

ARM

AutoRABIT Vault for data protection

AutoRABIT CodeScan for static analysis

Understanding the strengths of AutoRABIT

Exploring the weaknesses of AutoRABIT

Chapter 16: Other Salesforce DevOps Tools

Salesforce DevOps Center

Other commercial tools

Salto

Panaya

Prodly

Elements.cloud

Opsera

Open source tools

Happy Soup

SFDX-Hardis

DX@Scale

CumulusCI

Chapter 17: Conclusion

A summary of Salesforce DevOps

The field of Salesforce DevOps

Key learnings from Salesforce DevOps tools

Looking ahead - the future of Salesforce DevOps

Common pitfalls to avoid

Implementing a successful Salesforce DevOps strategy.

A DevOps implementation checklist

Final thoughts and recommendations

Index

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Notes:

Includes index.

Description based on print version record.

ISBN:

9781837634231

1837634238

OCLC:

1419871805