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Salesforce DevOps Top 10 Tips
How to be truly Agile
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Richard Clark
CTO Provar Testing
Application Lifecycle
Salesforce DevOps Top 10 Tips
1. 1. Source Control
2. 2. Unit Testing
3. 3. Static ‘Code’ Analysis
4. 4. Environment Management
5. 5. Release Management
6. 6. Quality Assurance
7. 7. Continuous Integration
8. 8. Continuous Delivery
9. 9. Planning
10. 10. Ops & Monitoring
• Deployable Artifacts
•
• Repository based
•
• Org based v Source based
•
•
•
• Tools
•
•
1. Source Control
What makes a good source
control solution?
● Apex
○ Code coverage > 75%
○ Assert requirements
○ Atomic test methods
● Lightning Components
○ Aura: Jasmine/Mocha - LTS
○ LWC: Jest
● Declarative
○ End-to-End
○ Business Scenarios Tests
○ UI
○ UX
2. Unit Testing
Verify changes at least
deliver the acceptance
criteria, and are repeatable.
Lvl 1- Declarative
• Salesforce Optimizer
• Config & Code Standards
Lvl 2 - SF Source Analysis
• Clayton/CodeScan/SonarQube
• RM Tools
• Checkmarx
Lvl 3 - External App Security
• Chimera
• Zap
• Burp
3. Static Code
Analysis
‘Code’ should include Apex,
VF, HTML, CSS, JS and
Declarative
● Clear ownership
● Org vs Source based -
consistency
● Sandbox refresh plan
● DevHub - not just for Devs
● Track deployments
● Managing ad hoc changes
4. Environment
Management
Salesforce provided
• Change Sets, Metadata
API, Salesforce CLI
3rd party
• Salesforce Specialists
• Generic CI/CD
Vendor comparison/PoC
Align to Environment
Strategy
5. Release
Management
Still awake?
Halfway there, prize code at the end...
● Test early, test often, save $k
● Test reuse & strategy
● Regression - What did we
break?
● UAT - Did you deliver what
they wanted?
● Smoke Test - Does it still
work post deployment?
● Manual & Automation Tests
6. Quality
Assurance
Source: dzone.com
7. Continuous
Integration
• Understand the benefits
and limit scope
• Ensure resources
understand their
contribution
• Make people accountable
for their changes
Hard to do well, easy to do
badly!
● Automated deploy &
verification
● Rollback strategy
● Configuration, Code,
Setup Automation & Data
● Packaging & Versioning
● Proof
8. Continuous
Delivery
• Why #9?
•
•
•
• Define & agree on
methodology with
WHOLE team
• Don’t use the project to
prototype the process
•
•
9. Planning
● Governance
•
•
● Business focus
•
● Tooling solutions
•
•
•
● Evidence
•
10. Ops & Monitoring
Source: helpsystems.com
Question 1
Which of the following was not one of my Top 10 tips?
A. Store reference data outside of your VCS
B. Ensure you have a rollback strategy before you deploy
C. Use static analysis tools on Declarative changes as well as
code
D. Test your development methodology on a small change first
What should you do when your project has delivered late?
A. Blame it on the developers
B. Blame it on the designers/architects
C. Blame it on the customer
D. Conduct a no blame retrospective/drains up, identify
actions and implement them to avoid a repeat
Question 2
When should you consider using test automation like Provar?
A. Your business requires regulatory compliance and hence
test evidence
B. You make regular changes to your Salesforce
implementation
C. You want to reduce the time to QA changes before
deploying to production
D. All of the above
Question 3 (The last one)
Source: https://zd.net/2LxModI
Vala Afshar, Chief Digital Evangelist, Salesforce
A more complete view?
Develop Package
Release Data Load
Backup
Deploy
Document
Test
Compliance Feedback
& Help
Monitor
Restore
Requirements
Process
Mapping
User
Stories
Org Impact
Analysis
ANALYZE
OPERATE
BUILD
DELIVER
Trailhead Application Lifecycle Management
• https://sforce.co/3btfNB7
SalesforceWay Sandbox Refresh Environment Best Practice
• https://bit.ly/2SanJj2
Provar
• https://provartesting.com/lets-connect
Follow Up
Q & A (then treasure hunt)
Play Treasure Hunt
Chance to win IPad, Airpods, Certification Vouchers and many
more prizes.
Navigate to - https://vd.force.com & enter below code
OFQF7E
P.S: Code would be valid only for 5-60 Minutes
Thank You
https://provartesting.com

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Virtual Dreamin Salesforce DevOps Top 10

  • 1. Salesforce DevOps Top 10 Tips How to be truly Agile
  • 6. Salesforce DevOps Top 10 Tips 1. 1. Source Control 2. 2. Unit Testing 3. 3. Static ‘Code’ Analysis 4. 4. Environment Management 5. 5. Release Management 6. 6. Quality Assurance 7. 7. Continuous Integration 8. 8. Continuous Delivery 9. 9. Planning 10. 10. Ops & Monitoring
  • 7. • Deployable Artifacts • • Repository based • • Org based v Source based • • • • Tools • • 1. Source Control What makes a good source control solution?
  • 8. ● Apex ○ Code coverage > 75% ○ Assert requirements ○ Atomic test methods ● Lightning Components ○ Aura: Jasmine/Mocha - LTS ○ LWC: Jest ● Declarative ○ End-to-End ○ Business Scenarios Tests ○ UI ○ UX 2. Unit Testing Verify changes at least deliver the acceptance criteria, and are repeatable.
  • 9. Lvl 1- Declarative • Salesforce Optimizer • Config & Code Standards Lvl 2 - SF Source Analysis • Clayton/CodeScan/SonarQube • RM Tools • Checkmarx Lvl 3 - External App Security • Chimera • Zap • Burp 3. Static Code Analysis ‘Code’ should include Apex, VF, HTML, CSS, JS and Declarative
  • 10. ● Clear ownership ● Org vs Source based - consistency ● Sandbox refresh plan ● DevHub - not just for Devs ● Track deployments ● Managing ad hoc changes 4. Environment Management
  • 11. Salesforce provided • Change Sets, Metadata API, Salesforce CLI 3rd party • Salesforce Specialists • Generic CI/CD Vendor comparison/PoC Align to Environment Strategy 5. Release Management
  • 12. Still awake? Halfway there, prize code at the end...
  • 13. ● Test early, test often, save $k ● Test reuse & strategy ● Regression - What did we break? ● UAT - Did you deliver what they wanted? ● Smoke Test - Does it still work post deployment? ● Manual & Automation Tests 6. Quality Assurance Source: dzone.com
  • 14. 7. Continuous Integration • Understand the benefits and limit scope • Ensure resources understand their contribution • Make people accountable for their changes Hard to do well, easy to do badly!
  • 15. ● Automated deploy & verification ● Rollback strategy ● Configuration, Code, Setup Automation & Data ● Packaging & Versioning ● Proof 8. Continuous Delivery
  • 16. • Why #9? • • • • Define & agree on methodology with WHOLE team • Don’t use the project to prototype the process • • 9. Planning
  • 17. ● Governance • • ● Business focus • ● Tooling solutions • • • ● Evidence • 10. Ops & Monitoring Source: helpsystems.com
  • 18. Question 1 Which of the following was not one of my Top 10 tips? A. Store reference data outside of your VCS B. Ensure you have a rollback strategy before you deploy C. Use static analysis tools on Declarative changes as well as code D. Test your development methodology on a small change first
  • 19. What should you do when your project has delivered late? A. Blame it on the developers B. Blame it on the designers/architects C. Blame it on the customer D. Conduct a no blame retrospective/drains up, identify actions and implement them to avoid a repeat Question 2
  • 20. When should you consider using test automation like Provar? A. Your business requires regulatory compliance and hence test evidence B. You make regular changes to your Salesforce implementation C. You want to reduce the time to QA changes before deploying to production D. All of the above Question 3 (The last one)
  • 21. Source: https://zd.net/2LxModI Vala Afshar, Chief Digital Evangelist, Salesforce A more complete view? Develop Package Release Data Load Backup Deploy Document Test Compliance Feedback & Help Monitor Restore Requirements Process Mapping User Stories Org Impact Analysis ANALYZE OPERATE BUILD DELIVER
  • 22. Trailhead Application Lifecycle Management • https://sforce.co/3btfNB7 SalesforceWay Sandbox Refresh Environment Best Practice • https://bit.ly/2SanJj2 Provar • https://provartesting.com/lets-connect Follow Up
  • 23. Q & A (then treasure hunt)
  • 24. Play Treasure Hunt Chance to win IPad, Airpods, Certification Vouchers and many more prizes. Navigate to - https://vd.force.com & enter below code OFQF7E P.S: Code would be valid only for 5-60 Minutes