Salesforce DevOps for Architects Discover Tools and Techniques to Optimize the Delivery of Your Salesforce Projects
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)...
Otros Autores: | , |
---|---|
Formato: | Libro electrónico |
Idioma: | Inglés |
Publicado: |
Birmingham, England :
Packt Publishing
[2024]
|
Edición: | First edition |
Materias: | |
Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009799143706719 |
Tabla de Contenidos:
- 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
- Summary
- 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
- Summary
- Chapter 4: Testing Your Changes
- Technical requirements
- 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
- Summary
- Chapter 5: Day-to-Day Delivery with SFDX
- Technical requirements
- 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
- Summary
- Chapter 6: Exploring Packaging
- Technical requirements
- 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
- Summary
- Chapter 7: CI/CD Automation
- Technical requirements
- 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
- Summary
- Chapter 8: Ticketing Systems
- Technical requirements.
- The benefits of tracking your work
- Transparency
- Accountability
- Prioritization
- Documentation
- Collaboration
- 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
- Summary
- Chapter 9: Backing Up Data and Metadata
- Technical requirements
- 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
- Summary
- 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
- Summary
- Chapter 11: Data Seeding Your Development Environments
- Technical requirements
- 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
- Summary
- Chapter 12: Salesforce DevOps Tools - Gearset
- Technical requirements
- Gearset overview
- Gearset's strengths
- Gearset's weaknesses
- Summary
- Chapter 13: Copado
- An overview of Copado
- Platform
- Version control
- Build integration
- Deployment
- Environments
- Change management
- Administration
- Robotic testing
- Understanding the strengths of Copado
- Exploring the weaknesses of Copado
- Summary
- Chapter 14: Salesforce DevOps Tools - Flosum
- Technical requirements
- A Flosum overview
- Deployments
- The Trust Center
- Backup and Data Migrator
- Integrations and customizations
- Flosum's strengths
- Flosum's weaknesses
- Summary
- 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
- Summary
- 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
- Summary
- 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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