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Sandbox Management for Admins
Tim Jock, Salesforce.com
@tim_jock
Ali Akbar, CSC
www.linkedin.com/in/alikakbar
Jessica Adai...
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contai...
Agenda
–  Sandbox overview
–  CSC on sandbox keys to success
–  Take-aways
–  The Advisory Board Company on their environm...
Tim Jock
Principal Sales Engineer
Sandbox Product Line
Developer Developer Pro Partial Copy Full
Refresh Interval 1 Day 1 Day 5 Days 29 Days
Includes Setup
...
Product & Use Case Matrix
Use Case Developer Developer Pro Partial Data Full
Build ✔ ✔ ✔ ✖
QA ✔ ✔ ✔ ✖
Integration Test ✖ ✖...
•  Refresh Full Sandbox Staging Environment before Deploying to Prod
–  Track the processing time of your full sandbox, so...
Ali Akbar
Technical Director
CSC
All About CSC
Founded 1959
IT Services & Professional Services
Stock Symbol: CSC
FY 14 Revenue: 13 B
Salesforce at CSC
• Salesforce was implemented in CSC in 2013 replacing SAP CRM
–  300 objects, 10 installed packages, 10+...
Sandbox – Key to Success
–  Define Strong Governance
•  Many projects with competing priorities and different timelines
• ...
Sandbox – Development Strategy
CSC development environments consist of distributed team (on/offshore), multiple
programs, ...
Sandbox Approach And Release Management
Dev20
Integration
Project: Major Release
Optimization 4-weeks Release
Rollup /Inte...
Screen shot – Migration Path
Key Takeaways
•  Sandboxes are key to Enterprise Success
•  Create a strategy with
•  Release management considerations, D...
Jessica Adair
Project Manager & Release Manager
The Advisory Board Company
All About The Advisory Board Company
Since our founding more than 30 years ago, the Advisory Board’s work has
grown to inc...
Salesforce at The Advisory Board Company
•  Used By: The whole company . . . 1400 full licenses, 830 chatter only
•  Suppo...
Sandbox Approach & Release Management Strategy
Dev1
Maintenance Release
Dev/Phase 1 QA
Dev2
Alternate Maintenance
Release,...
Sandbox Best Practice from Experience
•  Certain sandboxes don’t have deploy connections . . . only used for training, sou...
Desired Future State of our Sandbox Management
Objectives
•  Benefit all the systems’ projects
•  In what environments are...
Environment Management App
Environment Management Chatter
Demo
Q & A
•  Tim Jock •  Jessica Adair
•  Project Manager & Release
Manager, The Advisory Board Company
•  linkedin.com/pub/di...
Salesforce.com Sandbox management
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Salesforce.com Sandbox management

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Dreamforce 2014 Presentation : Salesforce.com Sandbox management
Large organizations have complex development processes that span multiple release schedules. It is not only the division between development and testing that is important, but the synchronization of projects on different schedules.

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Salesforce.com Sandbox management

  1. 1. Sandbox Management for Admins Tim Jock, Salesforce.com @tim_jock Ali Akbar, CSC www.linkedin.com/in/alikakbar Jessica Adair, The Advisory Board Company www.linkedin.com/pub/dir/Jessica/Adair
  2. 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Agenda –  Sandbox overview –  CSC on sandbox keys to success –  Take-aways –  The Advisory Board Company on their environment and their best practices –  Demo of future state –  Q&A
  4. 4. Tim Jock Principal Sales Engineer
  5. 5. Sandbox Product Line Developer Developer Pro Partial Copy Full Refresh Interval 1 Day 1 Day 5 Days 29 Days Includes Setup Configuration Yes Yes Yes Yes Copies Data Records No No Yes Yes Sandbox Templates/ Sampling No & No No & No Yes & Yes (10,000 records/object) Yes & No (Full Data Copy) Sandbox Size 200MB Data 200MB File 1GB (~500K records) 1GB File 5GB (~2.5M records) File Storage Dependent on Sample Match Production for Data and File
  6. 6. Product & Use Case Matrix Use Case Developer Developer Pro Partial Data Full Build ✔ ✔ ✔ ✖ QA ✔ ✔ ✔ ✖ Integration Test ✖ ✖ ✔ ✔ Batch Data Test ✖ ✖ ✔ ✔ Training ✖ ✖ ✔ ✔ UAT ✖ ✖ ✔ ✔ Perf/Load Test ✖ ✖ ✖ ✔ Staging ✖ ✖ ✖ ✔
  7. 7. •  Refresh Full Sandbox Staging Environment before Deploying to Prod –  Track the processing time of your full sandbox, so you know how long it takes to create •  Activate the refreshed Full Sandbox after verifying the Prod Deployment –  You have 30 days to activate a Sandbox, so take advantage of the ability to have one waiting •  Have strict User Governance –  Restrict admin capabilities in the production org to a small group that also manage the release –  Limit user access in developer sandbox (Developers, Testers Only) •  Create a Post Refresh Run-List –  Document repeatable post process tasks: user/profile mods, test data loads, scheduled jobs… •  Have a documented Project Plan –  Requirements/User Stories, Test Plans, Release Schedule •  Understand our release schedules –  3 Major Releases, Participate in the Preview Window, and Follow Trust Sandbox Environment Management Best Practices
  8. 8. Ali Akbar Technical Director CSC
  9. 9. All About CSC Founded 1959 IT Services & Professional Services Stock Symbol: CSC FY 14 Revenue: 13 B
  10. 10. Salesforce at CSC • Salesforce was implemented in CSC in 2013 replacing SAP CRM –  300 objects, 10 installed packages, 10+ integrations –  Sales instance production statistics •  1 Production instance •  3,500+ full licenses, 550 chatters –  Sales instance sandboxes •  2 Full Copy Sandboxes •  5 Developer Pro Sandboxes •  30 Developer Sandboxes –  Agile Scrum methodology to manage operations and projects
  11. 11. Sandbox – Key to Success –  Define Strong Governance •  Many projects with competing priorities and different timelines •  Establish and Enforce Release Mgmt. principles •  Establish Delivery Methodology and Deployment technology –  Establish Instance Strategy •  Develop change Migration path •  Publish Release Plan and Calendar ahead •  Restrict admin capabilities in the production org to a small group that also manage the release –  Execute Refreshes with care - checklist •  Disable notifications and related triggers, workflows, email addresses upon copy, outbound messages •  Plan ahead to align refreshes with releases •  Define and leverage Sandbox Templates
  12. 12. Sandbox – Development Strategy CSC development environments consist of distributed team (on/offshore), multiple programs, parallel projects & 10 plus integration touch points –  Code migration should happen only from Development instance –  Coding Standards, Naming conventions & Reviews should be enforced –  Manual changes e.g. Pick List values to record type mapping, profile changes are aligned –  Code check-in frequency and Build frequency well established –  One Global Solution - Single Point Of Contact available with subject knowledge for sharing and resolving conflicts
  13. 13. Sandbox Approach And Release Management Dev20 Integration Project: Major Release Optimization 4-weeks Release Rollup /Integration (int) Staging / UAT (uat) Production Instance Training (trg) live Full copy Developer Pro Developer legend Refresh Monthly post 4-weeks releaseImmediate Release Dev21 Dev01 Dev00 Dev0n
  14. 14. Screen shot – Migration Path
  15. 15. Key Takeaways •  Sandboxes are key to Enterprise Success •  Create a strategy with •  Release management considerations, Development lifecycles •  Refresh schedule •  Integrated applications •  Operations, Optimization, Projects, Quarterly and Annual processes •  Training •  Salesforce releases •  Create a governance plan •  CoE •  Change Management •  Design Standard •  Execute with care
  16. 16. Jessica Adair Project Manager & Release Manager The Advisory Board Company
  17. 17. All About The Advisory Board Company Since our founding more than 30 years ago, the Advisory Board’s work has grown to include global research, technology and consulting as a performance improvement partner in the health care and higher education industries. Research and Insights: Memberships offering strategic guidance and actionable insights •  140,000+ health care leaders served Performance Technology: Global peer collaboratives powered by web-based analytics platforms •  $500 million+ in realized value per year Consulting and Management: Seasoned, hands-on support and practice management services •  1,150+ engagements completed Talent Development: Preparing to drive workforce impact and engagement •  5,000+ employee-led improvement projects.
  18. 18. Salesforce at The Advisory Board Company •  Used By: The whole company . . . 1400 full licenses, 830 chatter only •  Supported By: Development Team 30 strong, 8 dedicated to Salesforce •  I’m a Project Manager in charge of the Salesforce Release and a SME for the Sandbox Management for our company. •  I’ve been a SFDC Admin since 2006 when there was no such thing as a Sandbox. •  I was one of the “First 500 Certified” as a Salesforce Admin back in 2007. •  Regulated by: Sarbanes-Oxley (SOX) •  Operating a Complex Salesforce Org: •  151 Custom Objects, including 23 Installed Packages •  Using 70% of available code, including over 2 million characters for 2,500 classes, 240 triggers, 460 visual force pages •  20 Dev, 1 Full Sandbox – Diagram Next
  19. 19. Sandbox Approach & Release Management Strategy Dev1 Maintenance Release Dev/Phase 1 QA Dev2 Alternate Maintenance Release, Dev/Phase 1QA Project1 Dev/Phase 1 QA Project2 Dev/Phase 1 QA Project3 Dev/Phase 1 QA Test – QA/UAT/ Staging Production Instance Development to Deployment Backup1 Backup2 Source Control Department Testing & Training – Partial Data Production Copies – No Development
  20. 20. Sandbox Best Practice from Experience •  Certain sandboxes don’t have deploy connections . . . only used for training, source control, backup, etc. •  Generic Sandbox Name . . . not project-specific •  Sandbox Description holds the name of the “Gatekeeper” . . . Can be different for different environments •  “Gatekeepers” approve and coordinate inbound/outbound deployments and refreshes •  Document each Add/Modify/Delete –  Config: Object/Custom Object, Component, API Name, Manual Step, Not in Change Set –  Code: Code Type, API Name, Object/Custom Object, API Version, Security, Not in Change Set –  Used to create/verify Change Sets, cross-check against other projects before deploying into another environment, note overlaps or dependencies on other modifications
  21. 21. Desired Future State of our Sandbox Management Objectives •  Benefit all the systems’ projects •  In what environments are projects/releases are currently? •  To which environments are projects/releases planned to migrate/deploy? On what date? •  Track Last Refresh/Upgrade dates and planned future Refresh/Upgrade dates •  Track both internal deployments/refreshes and external upgrades from the vendor/platform Outstanding/Nice to Add •  Identify ownership of data entry •  Approval process details to control migration, deployment or refreshes •  Calendar of the System Release Plans to view requested/scheduled migrations, deployments, refreshes, upgrades, etc.
  22. 22. Environment Management App
  23. 23. Environment Management Chatter
  24. 24. Demo
  25. 25. Q & A •  Tim Jock •  Jessica Adair •  Project Manager & Release Manager, The Advisory Board Company •  linkedin.com/pub/dir/Jessica/Adair •  Ali Akbar •  Technical Director, CSC •  linkedin.com/in/alikakbar •  Principal Sales Engineer Salesforce.com @tim_jock

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