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Org Dependent Salesforce
Packages (BETA)
@msrivastav13 | mohith.shrivastava@salesforce.com
Mohith Shrivastava Developer Evangelist
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.
Agenda
● Salesforce Metadata Overview
● Dependency Between Metadata
● Salesforce Application package
● Development Models
● Runtime Unlocked Packages (Org Dependent Packages)
● Demo
Configuration
This includes creating objects,
fields,validation rules, process
builder,workflows, page layout,
lightning pages,reports, folders,
tabs, apps, profiles,permission
and many more
Salesforce Metadata Overview
Code
Visualforce pages, aura
components,apex, triggers,
lwc
Settings and Feature
Address settings, Account
Settings, Bot
configuration, Live Agents and list
goes
Dependency between Metadata
Custom Object
Field A Field B
LWC XYApex Class XYValidation Rule XPage Layout x
● The Package is a container that consists of multiple related components.
● For the package to deploy to other orgs it must compile and validate.
● If you miss a dependency while trying to move components to another Salesforce
environment, you get errors.
● Metadata or Settings can depend on Feature License. If feature license is missing in
destination org where you are deploying metadata, your deployment can fail.
Salesforce Application Package
Development Models
Tailor-made to drive your productivity with the Customer 360 Platform
Org (Unpackaged) Development
Creating Custom Platform
Applications for your Org(s)
Customizing Core Applications:
Sales, Service, etc
Package Development
Unlocked Packages
Modular
Design
You can break your app into multiple modules. For orgs that
have a lot of dependencies, make your next package depend
on org itself.
CLI and
DX Tools
Scratch orgs, Salesforce CLI and Salesforce Extension
pack for VSCode
Maintainability Suitable for business apps not meant for distribution. Upgradable.
Can have Namespace and encourages source driven development
Org Independent
● Suitable if you can untangle dependencies
your org
● Have to support Multiple orgs and have the
common business process and need
common functionality
● Dependency Validation during package
creation
● Can depend on other packages
Unlocked Package Types
Org dependent (Runtime packages)
● Massive org and untangling dependency is
not an option
● Dependency validation during package
installation
● Depends on packages on org metadata
● No need to resolve dependencies
● Recommended to use sandboxes with
source tracking feature
Reference and depend on Unpackaged Metadata
Runtime Unlocked Packages do not need to depend on other
Unlocked Packages, allowing you to more easily evolve to
packaging.
Dependent on a specific Production Org
Runtime Unlocked Packages are built for a specific production org,
which is defined in the project.json configuration
Use Developer Sandboxes with Source Tracking
Not for use with Scratch Orgs; Runtime Unlocked Packages work
with Developer Sandboxes, where the Unpackaged Metadata of
your production org is fully replicated.
Evolve to packaging even when untangling and refactoring is not an option
Runtime Unlocked Packages
Runtime Unlocked
Packages
Now In
Pilot
Source Tracking in Sandboxes
Manage changes and releases more efficiently
and reliably
Eliminate error prone and tedious manual change tracking
Identify what has changed in the Sandbox
Use force:source:status from CLI to identify changes
Facilitate migration of changes between orgs
Easily pull changed metadata out of the org to deploy
to other downstream orgs
Now In
Pilot
For the programmatic org development model
Lets see everything in Action
Demo
Provide feedback here
https://success.salesforce.com/_ui/core/chatter/grou
ps/GroupProfilePage?g=0F93A000000Lg5USAS
Explore Sample Gallery Apps
https://trailhead.salesforce.com/sample-gallery
Org dependent salesforce packages

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Org dependent salesforce packages

  • 1. Org Dependent Salesforce Packages (BETA) @msrivastav13 | mohith.shrivastava@salesforce.com Mohith Shrivastava Developer Evangelist
  • 2. 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.
  • 3.
  • 4. Agenda ● Salesforce Metadata Overview ● Dependency Between Metadata ● Salesforce Application package ● Development Models ● Runtime Unlocked Packages (Org Dependent Packages) ● Demo
  • 5. Configuration This includes creating objects, fields,validation rules, process builder,workflows, page layout, lightning pages,reports, folders, tabs, apps, profiles,permission and many more Salesforce Metadata Overview Code Visualforce pages, aura components,apex, triggers, lwc Settings and Feature Address settings, Account Settings, Bot configuration, Live Agents and list goes
  • 6. Dependency between Metadata Custom Object Field A Field B LWC XYApex Class XYValidation Rule XPage Layout x
  • 7. ● The Package is a container that consists of multiple related components. ● For the package to deploy to other orgs it must compile and validate. ● If you miss a dependency while trying to move components to another Salesforce environment, you get errors. ● Metadata or Settings can depend on Feature License. If feature license is missing in destination org where you are deploying metadata, your deployment can fail. Salesforce Application Package
  • 8. Development Models Tailor-made to drive your productivity with the Customer 360 Platform Org (Unpackaged) Development Creating Custom Platform Applications for your Org(s) Customizing Core Applications: Sales, Service, etc Package Development
  • 9. Unlocked Packages Modular Design You can break your app into multiple modules. For orgs that have a lot of dependencies, make your next package depend on org itself. CLI and DX Tools Scratch orgs, Salesforce CLI and Salesforce Extension pack for VSCode Maintainability Suitable for business apps not meant for distribution. Upgradable. Can have Namespace and encourages source driven development
  • 10. Org Independent ● Suitable if you can untangle dependencies your org ● Have to support Multiple orgs and have the common business process and need common functionality ● Dependency Validation during package creation ● Can depend on other packages Unlocked Package Types Org dependent (Runtime packages) ● Massive org and untangling dependency is not an option ● Dependency validation during package installation ● Depends on packages on org metadata ● No need to resolve dependencies ● Recommended to use sandboxes with source tracking feature
  • 11. Reference and depend on Unpackaged Metadata Runtime Unlocked Packages do not need to depend on other Unlocked Packages, allowing you to more easily evolve to packaging. Dependent on a specific Production Org Runtime Unlocked Packages are built for a specific production org, which is defined in the project.json configuration Use Developer Sandboxes with Source Tracking Not for use with Scratch Orgs; Runtime Unlocked Packages work with Developer Sandboxes, where the Unpackaged Metadata of your production org is fully replicated. Evolve to packaging even when untangling and refactoring is not an option Runtime Unlocked Packages Runtime Unlocked Packages Now In Pilot
  • 12. Source Tracking in Sandboxes Manage changes and releases more efficiently and reliably Eliminate error prone and tedious manual change tracking Identify what has changed in the Sandbox Use force:source:status from CLI to identify changes Facilitate migration of changes between orgs Easily pull changed metadata out of the org to deploy to other downstream orgs Now In Pilot For the programmatic org development model
  • 13. Lets see everything in Action Demo
  • 15. Explore Sample Gallery Apps https://trailhead.salesforce.com/sample-gallery