Managing Manual Metadata
for Easier Deployments
Philip Nelson, roundCorner, Development Manager
@almostthor
All about roundCorner
We enable our customer’s missions
by imagining and delivering
the world’s best Nonprofit CRM
native ...
The “Big Ten”
1
Dev 1
(Dev Sandbox)

8
Hotfix
(Dev Sandbox)

2
Dev 2
(Dev Sandbox)

5
Integration
(Config Sandbox)

3

6
Rel...
Development lifecycle

Master Build
Develop Build

Dev(1…n)
(Dev Sandbox)

Release Build

Integration
(Config Sandbox)

Fea...
Gotchas
BUILD FAILED!
<http://jenkins.umn.edu/job/Production/ws/
build.xml>:147: FAILURES:!
Error: objects/Contact.object(...
Gotchas
BUILD FAILED!
<http://jenkins.umn.edu/job/Production/ws/
build.xml>:147: FAILURES:!
SendEmail failed. First except...
Gotchas
BUILD FAILED!
<http://jenkins.umn.edu/job/Production/ws/
build.xml>:147: FAILURES:!
Error: Failed to process the r...
Deploy checklists

Microsoft Excel

Google Drive
Vision
•  Single source of truth
•  Transparency
•  History tracking
•  Automation
•  Team collaboration
Manifests’ Workflow
Dev Sandbox

Integration Sandbox

Change A1

Change A2

Change B1
Change C1

Manifest

Change B2
Chang...
Demo lifecycle

Philip’s Dev
Sandbox

Integration

Ronak’s Dev
Sandbox

Production
Demo
Recommendations
Focus on developing a system that:
•  Provides a single source of truth
•  Answers questions about the cur...
Philip Nelson
Development Manager,
@almostthor
We want to hear
from YOU!
Please take a moment to complete our
session survey
Surveys can be found in the “My Agenda”
port...
Manually Managing Metadata for Easier Deployments
Manually Managing Metadata for Easier Deployments
Manually Managing Metadata for Easier Deployments
Manually Managing Metadata for Easier Deployments
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Manually Managing Metadata for Easier Deployments

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As development teams embrace continuous integration and multiple sandboxes within their environment stack, the complexity of keeping team member's sandboxes on the same codebase becomes increasingly difficult when they all need to implement adds, changes, and especially deletes that cannot be deployed via the Metadata API. Join us to learn how roundCorner 'scratched their own itch' to address this problem, and enabled development teams to increase visibility into the 'current state' of any sandbox in their stack and roll-up all changes needed to prepare for a worry-free deploy to production.

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Manually Managing Metadata for Easier Deployments

  1. 1. Managing Manual Metadata for Easier Deployments Philip Nelson, roundCorner, Development Manager @almostthor
  2. 2. All about roundCorner We enable our customer’s missions by imagining and delivering the world’s best Nonprofit CRM native on Salesforce.com
  3. 3. The “Big Ten” 1 Dev 1 (Dev Sandbox) 8 Hotfix (Dev Sandbox) 2 Dev 2 (Dev Sandbox) 5 Integration (Config Sandbox) 3 6 Release (Full Sandbox) 7 Staging (Config Sandbox) 10 Production Dev 3 (Dev Sandbox) 9 Training (Config Sandbox) 4 Dev n (Dev Sandbox)
  4. 4. Development lifecycle Master Build Develop Build Dev(1…n) (Dev Sandbox) Release Build Integration (Config Sandbox) Feature Build Master Build Release (Full Sandbox) Staging (Config Sandbox) Hotfix Build Production Hotfix (Dev Sandbox) Master Build Develop Build Develop Build Develop Build
  5. 5. Gotchas BUILD FAILED! <http://jenkins.umn.edu/job/Production/ws/ build.xml>:147: FAILURES:! Error: objects/Contact.object(37611,20):No more than 10 columns may be specified in lookupPhoneDialogsAdditionalFields!
  6. 6. Gotchas BUILD FAILED! <http://jenkins.umn.edu/job/Production/ws/ build.xml>:147: FAILURES:! SendEmail failed. First exception on row 0; first error: SINGLE_EMAIL_LIMIT_EXCEEDED, Failed to send email: []!
  7. 7. Gotchas BUILD FAILED! <http://jenkins.umn.edu/job/Production/ws/ build.xml>:147: FAILURES:! Error: Failed to process the request successfully. Cause(UNKNOWN_EXCEPTION): UNKNOWN_EXCEPTION: An unexpected error occurred. Please include this ErrorId if you contact support: 1531762744-11073 (-1407352676)!
  8. 8. Deploy checklists Microsoft Excel Google Drive
  9. 9. Vision •  Single source of truth •  Transparency •  History tracking •  Automation •  Team collaboration
  10. 10. Manifests’ Workflow Dev Sandbox Integration Sandbox Change A1 Change A2 Change B1 Change C1 Manifest Change B2 Change C2 Production Change A3 Manifest Change B3 Change C3
  11. 11. Demo lifecycle Philip’s Dev Sandbox Integration Ronak’s Dev Sandbox Production
  12. 12. Demo
  13. 13. Recommendations Focus on developing a system that: •  Provides a single source of truth •  Answers questions about the current state of an org: •  What do I need to do to keep my sandbox in sync? •  Has a given change been made in an org? •  What changes have not been migrated? •  Tracks who logged changes •  Handles sandbox refreshes
  14. 14. Philip Nelson Development Manager, @almostthor
  15. 15. We want to hear from YOU! Please take a moment to complete our session survey Surveys can be found in the “My Agenda” portion of the Dreamforce app

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