Automate the development lifecycle with cumulus ci on april 9th, 2020
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This document summarizes a presentation about automating the development lifecycle with CumulusCI. The presentation discusses how CumulusCI provides portable automation for creating and configuring Salesforce orgs for different roles like developers, admins, and testers. It allows defining org recipes to consistently set up orgs for tasks like deploying code, running tests, and collaborating in version control. CumulusCI aims to solve the "org problem" of managing orgs across the development process through its portable automation capabilities. The presentation demonstrates CumulusCI through a live demo and discusses related tools like Metecho, MetaCI, and MetaDeploy that apply its approach to other areas.
Automate the development lifecycle with cumulus ci on april 9th, 2020
- 1. Automate the Development Lifecycle with CumulusCI Kitchener, CA Developer Group Speaker Date Venue/Link David Reed April 9th, 2020 @ 3:00 PM EST https://meet.google.com/gog-myop-ige
- 3. Who Am I? Salesforce Technical Architect Appirio Inc., a Wipro Company Salesforce Lightning Champion www.sudipta-deb.in 10x Salesforce Certified Application Architect Group Leader of Kitchener, CA Developer Group 434 Badges @sudipta_1984
- 4. Automate the App Lifecycle with CumulusCI @aoristdual | d.reed@salesforce.com David Reed, Senior Member of Technical Staff, Release Engineering | Salesforce.org
- 5. David Reed Senior Member of Technical Staff, Release Engineering Salesforce.org
- 6. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
- 7. Agenda The trail to production and the org problem The Salesforce.org solution: portable automation with CumulusCI Live demo Metecho: Portable automation for admins Completing the picture with MetaCI and MetaDeploy Takeaways
- 8. Let’s Get Cost Out of the Way CumulusCI, MetaCI, Metecho, and MetaDeploy are 100% free and open source. Salesforce licenses and server infrastructure do cost money. • You’ll still pay Heroku, CircleCI, Jenkins, et al. for infrastructure if you wish to use continuous integration This is not a sales pitch Support the Salesforce open source community! Footer
- 9. The Trail to Production Exploring the app lifecycle
- 10. The trail to production Develop Feature Tests Merge Deploy Integrati- on / UAT Test Developers Admins Testers Testers End Users End Users Demos Support CI System
- 11. Where do these participants do their work? Continuous integration must be automated. Most CI systems do very similar steps: • Create a Salesforce org. • Configure the Salesforce org to meet the needs of the application. • Deploy the application. • Execute tests (Apex unit tests, Jest tests, Robot browser tests…) • Report results In many organizations, these steps are so complex that they end up using a single, persistent org. Developers, admins, testers, support, product managers, and other stakeholders usually must create environments manually. Each user has to: • Create a Salesforce org. • Configure the Salesforce org to meet the needs of the application. • Deploy the application. In many organizations, these steps are so expensive that users must make do with shared, out-of-date, or inconsistent sandboxes.
- 12. Building new orgs is hard. • Traditional tools only do metadata setup. • What about configuration? Data? Dependency management? • What about multiple org shapes for different roles? • CI automation is usually not “portable” (CI only). Managing persistent orgs’ state is hard. • Challenging to fully synchronize with source control • Weak change management • Users conflicting with one another All of these roles and systems need Salesforce orgs to work in. The org problem Developers Admins App Builders Testers End Users Demos Support CI System
- 13. Some consequences of the org problem Loss of velocity • Teams can’t work at capacity because of poor infrastructure Loss of confidence • Test results aren’t reliable without repeatable setup Difficulty implementing modern best practices • Source control • Salesforce DX Limited alternatives • Automation solutions are too limited, too expensive, or require specialization.
- 14. The Salesforce.org Solution: Portable Automation with CumulusCI Portable automation for every role, everywhere on the trail
- 15. Basic framework Version control as source of truth. Salesforce DX scratch orgs as location of work. CumulusCI as the automation engine. % cci
- 16. Same automation, many contexts Metecho Command line tool for developers Web UI for continuous integration cci MetaCI Web UI for admins & app builders (forthcoming) Sophisticated customer delivery solutions MetaDeploy CumulusCI Portable Automation
- 17. What CumulusCI does Builds orgs based on repeatable recipes • Dependency management • Package or application installation • Metadata deployment to tailor org • Configuration of settings • Data seeding • Any task achievable with the Salesforce API CumulusCI makes it easy to define fully-realized scratch orgs for each of your roles.
- 18. What CumulusCI does Provides tools for each role to use in their orgs • Run tests (Apex, Jest, Robot browser and API automation) • Develop and deploy code and metadata • Load, modify, and capture data sets CumulusCI makes it easy for developers, admins, and testers to do their work and collaborate in version control.
- 19. What CumulusCI does Provides tools to orchestrate the entire development process • Run continuous integration builds • Execute Apex, Jest, and Robot Framework browser tests • Automate parent-child branch merges (CumulusCI Flow) • Upload and test beta managed packages automatically • Upload and test managed releases Continuous integration server recommended but not required: you can run the entire development process from your local machine.
- 20. Flows and tasks CumulusCI comes with dozens of built-in tasks and predefined flows. Tasks and flows are configurable in simple text markup. New capabilities can be added in Python. Composable building blocks for automation Install Managed PackagesAutomatically Resolve Dependencies Deploy MetadataRun Apex and Jest Unit Tests Run Robot Framework Browser Automation Seed Org with DataRun Anonymous ApexCapture ChangesRelease Package VersionsMuch More
- 21. Customize flows and tasks in version control cumulusci.yml lives in the repository alongside code
- 23. The trail to production Develop Feature Tests Integrate Deploy Integration / UAT Test dev_org qa_org install_beta regression_org release_production ci_release install_prodci_feature ci_master
- 24. Outcomes of solving the org problem Increased velocity • Portable automation means no org blockers or infrastructure dependencies Increased confidence • Rely on orgs always being configured exactly as you expect Modern best practices not just baked-in, but enabled • Source control • Salesforce DX Users get access to holistic environments that encourage collaboration • CumulusCI makes it easy to capture and share work.
- 25. Metecho: Portable Automation for Admins No command line? No problem. Metecho is not yet released. Functionality may change before release. Μετέχω: “I share”, Ancient Greek
- 26. Metecho Manage projects and tasks in your repositories
- 27. Metecho Create scratch orgs, capture work into Git with the push of a button
- 28. Metecho Integrates with Git and Developers Bring declarative work fully into your development lifecycle via Portable Automation
- 29. Hands-On Demonstration Metecho is not yet released. Functionality may change before release.
- 30. Completing the Picture with MetaCI and MetaDeploy Applying portable automation to continuous integration and customer delivery
- 31. MetaCI Orchestrate development workflow. Easily define plans that run CumulusCI automation on specific branches and tags. Status reported to GitHub for process insights. Track releases and automatically generate release notes in GitHub. Continuous integration for Salesforce projects
- 32. MetaCI Create scratch orgs using CumulusCI automation through a web UI. Support declarative users with web UI
- 33. Prefer to bring your own CI? MetaCI makes it easy to map CumulusCI automation to your GitHub branches and tags and implement CumulusCI Flow. CumulusCI works great in other CI systems too. Use CumulusCI as your build tool in CircleCI, Jenkins, Travis, GitHub Actions, GitLab Pipelines, or whatever you prefer. Even on-premises! No lock-in
- 34. MetaDeploy Customer delivery with portable automation
- 35. MetaDeploy Smart, product-oriented installers create a great customer experience
- 36. CumulusCI makes sharing and collaboration easy — in one organization, across organizations, between roles, and in the open source community.
- 38. Build Applications with CumulusCI: https://trailhead.salesforce.com/en/content/learn/trails/build-applications-with-cumulusci Now available on Trailhead!
- 39. CumulusCI Documentation: cumulusci.readthedocs.io CumulusCI on the Trailblazer Community: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009M9Z CumulusCI Open Source Project: github.com/SFDO-Tooling/CumulusCI Salesforce.org Products and the Open Source Commons • github.com/SalesforceFoundation/NPSP • github.com/SalesforceFoundation/EDA • github.com/SFDO-Community Resources