Slides from my recent presentation at Virtual Dreamin 20 regarding my top 10 tips for Salesforce DevOps.

1. Salesforce DevOps Top 10 Tips
How to be truly Agile

2. Diamond Sponsor
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3. COVID-19 Resilience Fund
Non-Profit Charity Partners

4. Speaker
@RichClark808
/RichClark808
Richard Clark
CTO Provar Testing

5. Application Lifecycle

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

25. Thank You
https://provartesting.com