Katherine Monita shared this for Salesforce Architect Group, Fort Worth.

1. DevOps Center
Low-code change and release management
for everyone
Katherine Monita, Principal Technical Architect
kmonita@salesforce.com
She/Her

2. Forward Looking Statements
This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry prospects,
environmental, social and governance goals, and the anticipated benefits of acquired companies. 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, Salesforce’s results could differ materially from the results expressed
or implied by these forward-looking statements. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and
Exchange Commission, including, but not limited to: impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic
downturn and market volatility; our ability to maintain security levels and service performance meeting the expectations of our customers, and the resources and costs required to avoid
unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; the expenses associated with our data centers and third-party infrastructure
providers; our ability to secure additional data center capacity; our reliance on third-party hardware, software and platform providers; 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; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc., and the
resolution or settlement thereof; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product
features, including any efforts to expand our services; the success of our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and
intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our ability to realize the benefits from acquisitions, strategic partnerships, joint ventures and
investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate acquired businesses and technologies; our ability to compete in the markets in which we
participate; the success of our business strategy and our plan to build our business, including our strategy to be a leading provider of enterprise cloud computing applications and platforms; our
ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing
services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of 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 ability to preserve our workplace culture, including as a
result of our decisions regarding our current and future office environments or work-from-home policies; our dependency on the development and maintenance of the infrastructure of the
Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results
arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; 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 our strategic
investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the impact of foreign currency exchange rate and interest rate fluctuations on our
results; 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; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of
intellectual property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market
conditions; the impact of geopolitical events; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; the ability to execute
our Share Repurchase Program; our ability to comply with our debt covenants and lease obligations; the impact of climate change, natural disasters and actual or threatened public health
emergencies; and our ability to achieve our aspirations, goals and projections related to our environmental, social and governance initiatives.
Updated: September 28, 2022

3. Katherine Monita
“Passion is energy. Feel the power that comes from focusing on what excites you.” - Oprah Winfrey
My Area of Expertise is:
Core Application Architecture, DevOps, Platform Health, Business
Value, Enablement
My Background:
8+ years in the Salesforce ecosystem, solution architect and
delivery team lead as a customer, business analyst, Salesforce
admin
My Favorite VTO Activities:
● Brain Cancer Research - $40k raised over the last 5 years,
completed the NYC and Chicago marathon with different
organizations
● SA Food Bank - VTO Coordinator for SA Salesforce
Employees
Fun Facts about me:
● I have been skydiving 5 times
● I have visited 28 states but am working on all 50!
● I have never broken a bone
Current Role: Technical Architect
Team: MAE Commercial
Location: San Antonio, TX
Geo/Region: AMER
Hometown: San Antonio, TX
Education:
● Wagner College (BS)
● St. John’s University (MBA)
Start Year: 2019
Tenure: 3 years
Certifications: 11x Certified, incl.
Application Architect
Hobbies: Reading, DIY Projects,
Peloton, Running

4. Deployment
Frequency
Lead Time to
Change
Change Failure
Rate
DevOps Success Has Never Been More Critical
Businesses are focused on delivering more value to their stakeholders, faster
Time to Restore
Service
How often do you
deploy to
production?
How long to go
from code to
deploy?
What % of
deploys need a
rollback or hotfix?
How long does it
take to resolve a
problem?

5. NEW
INNOVATION
Slow & Costly
Deployments
Governance
and Change
Management
Data Security
& Governance
Lack of Team
Collaboration
YOUR
IT TEAM
But IT Faces Several Barriers to Agility
Source: 2022 MuleSoft IT Leaders Pulse Report
Lack of Open and
Flexible Modern
Tooling
Often leading to delays in new features
92%
of IT leaders say
current processes
slow down
innovation

6. DevOps Center
Modern, low-code change & release management for everyone
Track changes with a modern UI
View automatically tracked changes; track changes
across the lifecycle through associated work item
Seamlessly integrate with version control
Collaborate with team members and orchestrate changes
between source control branches, and orgs
Move changes across environments with clicks
Migrate changes through development, review, test, and
production environments with confidence and ease
Work with hybrid teams
Commit changes, create PRs, merge branches, deploy from the UI,
CLI, and/or VCS and project stays in sync
30% faster deployment
28% increase in dev
productivity
Now
GA!
Source: 2022 Salesforce Customer Success Metrics for IT

7. Build, Test, and Release Safely with DevOps Center
DevOps Center is the heart of Salesforce ALM (Application Lifecycle Management)
CLI for development and integration
with 3rd party editors
Development Environments:
Scratch Orgs, Dev/Dev Pro Sandboxes
Test Environments:
Partial & Full Sandboxes
Secured with Data Mask
Builders (Code, App, Flow, Schema)
and Wizards
IDEs, Text Editors, Language
Services
Continuous Integration (CI)
/ Test Automation
Continuous Delivery (CD) /
Release Automation
Unlocked Packages
PLAN
CODE
MERGE &
TEST
TEST
& UAT
RELEASE
DEVOPS
CENTER

8. Declarative DevOps Experience for Salesforce
End-to-end management of Salesforce development pipelines
Migrate Changes
across testing
environments with
clicks, not code
Modern best practices
like Source Control,
Testing, CI/CD for
everyone
One single UI for
managing changes,
test pipelines and work
items
Declarative and
Programmatic users
collaborating using the
tools of their choice
Declarative
Experience
Democratized
DevOps
Single View of
Changes
Hybrid
Teams

9. Feature 2
Main
Staging
Integrate
Feature 1
Req’t/
Ticket
Do Dev
Test
Change
ID/
Commit
Change
Peer
Review
Integrate
Test in
Integration
Env
Stage
Test in
Staging
Env
Release
Plan Code Test (Integration, UAT) Test (Staging) Release
PR
git pull
deploy
<or>
package install
git pull
deploy
<or>
package install
git pull
deploy
<or>
package
install
source:pull
git push
git pull
deploy
git pull
deploy
Overview of Salesforce Development Process
Dev Org
(Sandbox or Scratch Org)
Dev Org
(Sandbox or Scratch Org)
Prod
Org
Integration Org
(Sandbox)
Staging Org
(Sandbox)
Review
Org
(SBX or
Scratch)
Review
Org
(SBX or
Scratch)
Review
Org
(SBX or
Scratch)
Dev Org
(Sandbox or Scratch Org)
Work
Tracking
tool of
choice

10. Make
Changes
in Dev
Env
Identify &
Commit
Changes
Test,
Review,
Merge
Changes
Deploy to
UAT
(Test)
Deploy to
Prod
Define
Requirements
• List of changes needed
represented as Work
Items
• Changes are associated
with Work item
throughout
development lifecycle

11. • Development
Sandbox authorized
and launched directly
from DevOps Center
Make
Changes
in Dev
Env
Identify &
Commit
Changes
Test,
Review,
Merge
Changes
Deploy to
UAT
(Test)
Deploy to
Prod
Define
Requirements

12. • Changes automatically
tracked
• Select changes to
commit and push to
source control system
Make
Changes
in Dev
Env
Identify &
Commit
Changes
Test,
Review,
Merge
Changes
Deploy to
UAT
(Test)
Deploy to
Prod
Define
Requirements

13. • Pull Request created to
facilitate review and
testing
• Collaboration through
review comments
• Approve changes
before promoting to
next stage
Make
Changes
in Dev
Env
Identify &
Commit
Changes
Test,
Review,
Merge
Changes
Deploy to
UAT
(Test)
Deploy to
Prod
Define
Requirements

14. • Changes promoted
from one stage to the
next in pipeline
• Each stage corresponds
to an org and a branch
in the VCS
• Promote individual work
items or versioned
change bundles
Make
Changes
in Dev
Env
Identify &
Commit
Changes
Test,
Review,
Merge
Changes
Deploy to
UAT
(Test)
Deploy to
Prod
Define
Requirements

15. Make
Changes
in Dev
Env
Identify &
Commit
Changes
Test,
Review,
Merge
Changes
Deploy to
UAT
(Test)
Deploy to
Prod
Define
Requirements
• Changes promoted
from one stage to the
next in pipeline
• Each stage corresponds
to an org and a branch
in the VCS
• Promote individual work
items or versioned
change bundles

16. Features Deep Dive

17. Can be installed at no additional cost in
production orgs with editions:
Professional (with API enabled)
Enterprise
Unlimited
Developer
Trailhead Playground
Also scratch orgs
Users need at minimum Identity or Free
Limited Access license in org where DevOps
Center is installed
Access

18. All changes tracked through
lifecycle via Work Item
Automatic change tracking
Select any metadata
Conflict detection
Delete metadata
Ignore files using .forceignore
Change work item status to Never
Change Management

19. Each project is associated with a
repository in the source control system
Each work item is associated with a
feature branch; each stage is
associated with a unique branch
Commit Changes to work item
feature branch from work item
Pull Request created as part of
Review process
Branch management/merging
orchestrated by DevOps Center
Source Control Integration

20. Pull Request created for
Review
Toggle “Ready to Promote” in
DevOps Center to proceed
after approval
GitHub mergeability checks
honored by DevOps Center
Review and Approval

21. Configurable pipeline;
Each stage = Env (org) + Branch
Promotion = Merge + Deploy
“Delta deploy” by default
Bundling
Validate-only/Quick deploy
Activity History
Deploys performed using authenticated user’s credentials
Deploy/Release Management

22. Connect once, use securely throughout
experience
Development environment
synchronization
Reconciliation of refreshed sandboxes
(Swap environment)
Environment Management

23. DevOps Center listens to GitHub events,
reflects result, keeps things in sync
Work Item feature branch creation
Commits to Work Item feature branch
Pull Request creation
Merged Pull Requests
CLI plugin
>sf deploy pipeline
Hybrid/Fusion Flows
More details:
"Why DevOps Center is Great for Teams" blog post

24. Packaging

25. Access DevOps Center Today
Setup is simple and hassle free
Can be installed at no additional cost in
production orgs with editions:
● Professional (with API enabled)
● Enterprise
● Unlimited
● Developer
● Trailhead Playground
● Also scratch orgs
Users need at minimum Identity or Free
Limited Access license in org where DevOps
Center is installed

26. Roadmap

27. Post-GA Roadmap Strategy
Adoption
Blockers
Source control
integrations
Key Usability
Enhancements
Increased control in
pipeline
Scaled usage
Application
Extensibility
Support for partners
and customers to
extend
Support for
cross-cloud (C360 DX)
Additional
Integrations
Integrations with more
tools
Increased
customization options
More Users with Core Capabilities → More Capabilities, More Users

28. DevOps Center Public Roadmap
View the live roadmap and provide feedback!
View live roadmap link for latest!
https://github.com/orgs/forcedotcom/projects/4

29. ● Integration with GitHub
● Change Tracking
● Click-based Promotion
● Hybrid flows
● Compatibility with
existing CI/CD
● Conflict detection
● Delete metadata
● Dev environment sync
High Level Roadmap for DevOps Center
DevOps Center roadmap themes
● Add’l VCS support
○ Bitbucket
○ GitLab
○ Azure
○ On-premise
● Work management tool
integration
○ JIRA
○ Agile Accelerator
● Built-in CI/CD
● Rollback
● Hotfix
● Improved extensibility
● Package-based flows
● Code Builder integration
● Test tools integration
● Configurable approvals
● Post-deploy actions
● Slack integration
○ Notifications
○ ChatOps
● C360 DevOps
GA High priority post-GA Later post-GA

30. DevOps Center Principles

31. DevOps Center at a Glance
~~ Based upon a foundation of Source Control, facilitating a single source of truth ~~
End-to-end experience for
development, change,
and release mgmt process
Driving strong Governance across the Application Lifecycle Management process
Robust, modern
alternative to
change sets
Collaboration across
hybrid teams using
modern best practices
and tools of their choice

32. Improved, Modern Alternative to Change Sets
Poor UX
Need to
recreate change
sets for each
stage
Not all
metadata
supported
Not connected
to source
control
Incompatible
with SFDX
Hard to manage
and track
releases
Metadata
deployed from
single source of
truth
Broader
metadata
support,
including
standard
objects
Seamless
integration with
source control
Leverages SFDX
project and
source format
Visual,
managed
pipeline. Work
item.
Modern UI,
automatic
change tracking
Change
Sets

33. DevOps Principles
Collaboration
Team design, review,
visibility
Change Mgmt
Who/what/when/why on
changes made, merging
changes
Source Control
Single source of truth
everyone works against,
reduces conflicts, drives
collaboration
Release Mgmt
How do I deploy and
release safely and
confidently
Robust and modern development lifecycle process
Env, Test Strategy
Develop and test
changes safely,
outside of production
Automation
Repeatability, reduce
errors, eliminate
manual tasks

34. Principles Apply Across The Entire Spectrum
From Clicks To Code

35. Get Started with Salesforce DevOps Today!
Learn how DevOps practices can help you release changes faster
Join the DevOps Center Trailblazer Community
Group:
http://sforce.co/community-group
Explore DevOps Center Documentation:
https://developer.salesforce.com/developer-centers/devops
See DevOps Center In Action:
http://sforce.co/devops-video
Learn Salesforce Agile Practices
Determine Which ALM Model is
Right for You
Simplify Your Development Process
with Continuous Integration

36. Thank you