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Salesforce DX for Admins
Quick Introduction
Vamsi Gosu
Developer | Architect | MVP
Techforce Services
Salesforce Developer | Architect @ Techforce Services
4 x Salesforce MVP (Most Valuable Professional)
12 x Salesforce Certified, 380 x Trailhead Badges
Salesforce Developer Group Co Leader
Who am I
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the
assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we
make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber
growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief,
any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new
products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays
in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the
immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth,
new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger
enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form
10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important
disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995
“The most powerful tool we have as
developers (admins) is automation.”
Scott Hanselman
All Metadata changes are code changes
DX is for everyone
+ =
Why Salesforce DX ?
Most of the Salesforce Development / Deployments falls into 3 categories
Salesforce Environment Landscape
Simple !!
Update Metadata
Directly in production
Single Sandbox to
Production via
Changesets
It’s Complicated !!
ALM + VCS + IDE + CLI + CI / CD
ALM - Atlassian Jira, Microsoft
VSTS, HP ALM, etc..
VCS - Github, VSTS, Bitbucket, etc..
IDE - VSCode, Eclipse IDE 2, TWS,
Illuminated Cloud, etc..
CI / CD - Jenkins, Travis, etc..
What is Salesforce DX (Developer eXperience)
Source Control
Source of Truth for all of your metadata
Versioning / Tracking Changes /
Separate Branches for Features
Merging Changes / Resolving Conflicts
Automating deployments from Source
Control
CLI
• Core building block of DX
• Makes use of the APIs (Tooling / Metadata / Soap /
Rest..)
• Gives us commands that can be used in scripting
• Orchestrates communication between CLI and
Scratch orgs (thru API)
Scratch Orgs
• Environments that are easy to create, configure
and dispose
• No specific user credentials required to access
• Doesn’t bring across the metadata / data from
Production
• We can make the scratch orgs look like any of the
connected orgs by linking a source shape
• Shapes -> Org Shape that can be used in config
files to create new scratch orgs
• Export and Import of Shapes (Closed pilot)
Dev Hub
• Centralized place to
manage scratch orgs
​
• Orchestrates
communication
between CLI and
Scratch orgs (handled
thru API)
Scratch Orgs Configurations
Scratch Orgs vs Sandboxes
Scratch Orgs vs Sandboxes
How to get started with DX
Install
SFDX CLI / IDE
Plugins
Setup Dev Hub
(DX Trail Org or
Enable in
Production)
Connect CLI to
Dev Hub and
Source Control Create
Scratch Org
Sync Metadata
between
Scratch Org &
Source Control
• This is just the beginning
• Roadmap (#safeharbor)
UI for CLI
Language Services, Developer & Debugging services (profiler, offline / interactive debugging)
Improvements to Sandboxes and Scratch Orgs with respect to source driven development
(e.g Sandbox to Sandbox cloning)
MOAR Automation around development / testing / deployment / release management
Change sets (really) !!!
Pipelines (think of Heroku / Bitbucket pipelines)
IDE (Eclipse to VSCode, DevConsole to WebEditor)
What’s next with Salesforce DX
Trailhead
• Developer Guide - Salesforce DX Developer Guide
• CLI Command References - SFDX CLI Reference
• Dreamforce 17 Videos -
Top 10 Things to Know About Salesforce DX - Josh Kaplan
Everything You Ever Wanted To Know About Scratch Orgs
Copying Your Org's Shape into Scratch Orgs
Future of Salesforce DX
• 30 Day DX Trail Org - https://developer.salesforce.com/promotions/orgs/dx-signup
​
References
Salesforce DX for admins - Sydney world tour

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Salesforce DX for admins - Sydney world tour

  • 1. Salesforce DX for Admins Quick Introduction Vamsi Gosu Developer | Architect | MVP Techforce Services
  • 2. Salesforce Developer | Architect @ Techforce Services 4 x Salesforce MVP (Most Valuable Professional) 12 x Salesforce Certified, 380 x Trailhead Badges Salesforce Developer Group Co Leader Who am I
  • 3. This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995
  • 4. “The most powerful tool we have as developers (admins) is automation.” Scott Hanselman
  • 5. All Metadata changes are code changes DX is for everyone + =
  • 7. Most of the Salesforce Development / Deployments falls into 3 categories Salesforce Environment Landscape Simple !! Update Metadata Directly in production Single Sandbox to Production via Changesets It’s Complicated !!
  • 8. ALM + VCS + IDE + CLI + CI / CD ALM - Atlassian Jira, Microsoft VSTS, HP ALM, etc.. VCS - Github, VSTS, Bitbucket, etc.. IDE - VSCode, Eclipse IDE 2, TWS, Illuminated Cloud, etc.. CI / CD - Jenkins, Travis, etc.. What is Salesforce DX (Developer eXperience)
  • 9. Source Control Source of Truth for all of your metadata Versioning / Tracking Changes / Separate Branches for Features Merging Changes / Resolving Conflicts Automating deployments from Source Control
  • 10. CLI • Core building block of DX • Makes use of the APIs (Tooling / Metadata / Soap / Rest..) • Gives us commands that can be used in scripting • Orchestrates communication between CLI and Scratch orgs (thru API)
  • 11. Scratch Orgs • Environments that are easy to create, configure and dispose • No specific user credentials required to access • Doesn’t bring across the metadata / data from Production • We can make the scratch orgs look like any of the connected orgs by linking a source shape • Shapes -> Org Shape that can be used in config files to create new scratch orgs • Export and Import of Shapes (Closed pilot)
  • 12. Dev Hub • Centralized place to manage scratch orgs ​ • Orchestrates communication between CLI and Scratch orgs (handled thru API)
  • 14. Scratch Orgs vs Sandboxes
  • 15. Scratch Orgs vs Sandboxes
  • 16. How to get started with DX Install SFDX CLI / IDE Plugins Setup Dev Hub (DX Trail Org or Enable in Production) Connect CLI to Dev Hub and Source Control Create Scratch Org Sync Metadata between Scratch Org & Source Control
  • 17. • This is just the beginning • Roadmap (#safeharbor) UI for CLI Language Services, Developer & Debugging services (profiler, offline / interactive debugging) Improvements to Sandboxes and Scratch Orgs with respect to source driven development (e.g Sandbox to Sandbox cloning) MOAR Automation around development / testing / deployment / release management Change sets (really) !!! Pipelines (think of Heroku / Bitbucket pipelines) IDE (Eclipse to VSCode, DevConsole to WebEditor) What’s next with Salesforce DX
  • 19. • Developer Guide - Salesforce DX Developer Guide • CLI Command References - SFDX CLI Reference • Dreamforce 17 Videos - Top 10 Things to Know About Salesforce DX - Josh Kaplan Everything You Ever Wanted To Know About Scratch Orgs Copying Your Org's Shape into Scratch Orgs Future of Salesforce DX • 30 Day DX Trail Org - https://developer.salesforce.com/promotions/orgs/dx-signup ​ References