Salesforce DevOps for architects : discover tools and techniques to optimize the delivery of your Salesforce projects

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Average Rating
Published
Birmingham : Packt Publishing, Limited, 2024.
Status
Available Online

Description

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.

More Details

Format
Language
English
ISBN
9781837634231, 1837634238

Notes

General Note
Includes index.
General Note
Description based upon print version of record.
General Note
Scratch orgs
Description
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.
Local note
O'Reilly O'Reilly Online Learning: Academic/Public Library Edition

Table of 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
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

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Citations

APA Citation, 7th Edition (style guide)

Cowell, R., & Malmqvist, L. (2024). Salesforce DevOps for architects: discover tools and techniques to optimize the delivery of your Salesforce projects . Packt Publishing, Limited.

Chicago / Turabian - Author Date Citation, 17th Edition (style guide)

Cowell, Rob and Lars, Malmqvist. 2024. Salesforce DevOps for Architects: Discover Tools and Techniques to Optimize the Delivery of Your Salesforce Projects. Birmingham: Packt Publishing, Limited.

Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)

Cowell, Rob and Lars, Malmqvist. Salesforce DevOps for Architects: Discover Tools and Techniques to Optimize the Delivery of Your Salesforce Projects Birmingham: Packt Publishing, Limited, 2024.

Harvard Citation (style guide)

Cowell, R. and Malmqvist, L. (2024). Salesforce devops for architects: discover tools and techniques to optimize the delivery of your salesforce projects. Birmingham: Packt Publishing, Limited.

MLA Citation, 9th Edition (style guide)

Cowell, Rob,, and Lars Malmqvist. Salesforce DevOps for Architects: Discover Tools and Techniques to Optimize the Delivery of Your Salesforce Projects Packt Publishing, Limited, 2024.

Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.

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0ccc3018-1bd4-ae5a-98c9-3f9a3bf9b33d-eng
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Grouped Work ID0ccc3018-1bd4-ae5a-98c9-3f9a3bf9b33d-eng
Full titlesalesforce devops for architects discover tools and techniques to optimize the delivery of your salesforce projects
Authorcowell rob
Grouping Categorybook
Last Update2025-01-24 12:33:29PM
Last Indexed2025-05-22 03:02:48AM

Book Cover Information

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First LoadedFeb 22, 2025
Last UsedMar 1, 2025

Marc Record

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5050 |a 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
5058 |a 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
5058 |a 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
5058 |a 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
5058 |a 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
520 |a 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.
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