Salesforce DevOps for Architects

Salesforce DevOps for Architects
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About the authors
About the reviewers
Preface
   Who this book is for
   What this book covers
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   Download the example code files
   Conventions used
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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
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
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
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
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
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
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
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
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
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
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
12
Salesforce DevOps Tools – Gearset
   Technical requirements
   Gearset overview
   Gearset’s strengths
   Gearset’s weaknesses
   Summary
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
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
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
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
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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