From Sandbox To Production: An Introduction to Salesforce Release Management


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Wondering how to manage multiple Salesforce environments for managing your release? Join us as our Architects show how large enterprises manage Sandbox environments. Learn some of the key considerations in picking sandbox types and migration tools to lay out a process to manage an effective Release Management.

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From Sandbox To Production: An Introduction to Salesforce Release Management

  1. 1. From Sandbox To Production An Introduction To Salesforce Release Management Seth Tager, Salesforce, Lead Member of Technical Staff John Vogt, Salesforce, Senior Product Manager
  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, 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, 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., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. John Vogt Product Manager, Platform
  4. 4. Agenda Overview A Story about Salesforce Customization ▪ Customization and Deployment ▪ Process and Governance Recap Next Steps Q&A
  5. 5. Overview
  6. 6. Overview A Story about Customization and Deployment Best Practices ▪ Metadata Tools ▪ Governance ▪ Environment Management Typical Pitfalls ▪ Failed Deployments ▪ Un-supported Metadata Components
  7. 7. A Story about Salesforce Customization
  8. 8. A little bit of info about our fake company… Acme Company ▪ Purchased CRM Enterprise Edition from Salesforce – No Add-on Products ▪ Small IT department, 2 Developers, admins wear many hats Use Cases ▪ Typical - need to track contacts, accounts, orders Requirements ▪ Create custom order forms to track orders, update accounts, and contacts • Visualforce Pages for form • Apex Controller to manage work flow • Customer Schema objects and fields for further customization
  9. 9. Org Customization for Acme If Possible, Stay in the Browser ▪ With a small or no IT shop and limited admin or developers, its best to avoid desktop tools that you would have to install, upgrade, etc. ▪ Staying in the browser, you still have the ability to customize through several tools ▪ If you are using Apex or Visualforce, we recommend the Developer Console. This tool is getting the most attention in our dev teams and has a solid roadmap. Stick with Point and Click ▪ Point and click features were created because anyone can jump right in and customize – this can empower some business users that don’t have a traditional IT/software development background Sandbox First!
  10. 10. Demonstration
  11. 11. Demonstration ▪ Created Some Objects and Fields ▪ Use Developer Console to quickly create a Visualforce or Apex class ▪ Set up deployment connections ▪ Create an outbound change set and upload ▪ Deploy the changes and validate the deploy
  12. 12. Quick Recap Stay in the Browser ▪ Stick with Point and Click ▪ Use Developer Console for Development ▪ Use Change Sets for Deployment Test & Validate before you Upload & Deploy ▪ Understand the criteria for code coverage on Apex Develop & Test in the Sandbox
  13. 13. Demonstration
  14. 14. Demonstration ▪ Play the role of another unchecked user ▪ Modify the custom schema in the production org ▪ As the original sys admin make an addition change to the schema in the sandbox ▪ Create the outbound change set, upload, and deploy
  15. 15. Best Practices for Development Have a Change/Release Management Process! ▪ No change management process out of the box Have a documented Project Plan ▪ Requirements/User Stories ▪ Test Plans ▪ Release Schedule 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)
  16. 16. Demonstration
  17. 17. Demonstration ▪ Create a new Permission Set on AcmeOrder ▪ Create the outbound change set, including the Permission Set ▪ Save, Upload, and Deploy the change set ▪ Deploy and Validate in the production org.
  18. 18. What just happened to my Profile/Permission Set? Profiles and Permissions Sets are not standalone Profiles and Permission Sets must be assigned in the production org Good use cases for deploying profiles: ▪ Object CRUD ▪ Field Permissions Bad use cases for deploying profiles: ▪ Layouts ▪ Record Types Dude, Where's my permission?
  19. 19. I can’t add my component to a Change Set Manual Deployments can be necessary ▪ Not all components are exposed through the Metadata API ▪ Unsupported Metadata Types Best Practice: ▪ Deploy as much as possible with Change Sets ▪ Then go to the production org and manually create the components you have already created and tested in the Sandbox
  20. 20. Best Practices for Release Scheduling Understand our release schedules ▪ 3 Major Releases ▪ Participate in the Preview Window ▪ Follow Trust When to deploy ▪ Conservative: • Do not release during the preview window • Let the major release simmer for a few weeks ▪ Aggressive: • Release early and often
  21. 21. Best Practices for managing your Sandbox Refresh after Every Release Create a Post Refresh Run-List ▪ Include this as part of your change/release management process ▪ Document the following: • Data masking needs • User/Profile Modifications • Test Data loads • Turn off scheduled jobs • Manage Outbound Email
  22. 22. Recap
  23. 23. Recap Stay in the Browser Test & Validate before Upload & Deploy Have a Release/Change Management process Maintain Strict User Governance Have a Post Refresh Run List
  24. 24. ALM Roadmap
  25. 25. New Sandbox Lineup & Bundles 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 / Object) None 5 10 15 200MB 1GB (~500K records) 5GB (2.5M records) Match production Bundled Developer Sandboxes Sandbox Size
  26. 26. Roadmap
  27. 27. Speaker Name Speaker Name Speaker Name Speaker Name Speaker Title, @twittername Speaker Title, @twittername Speaker Title, @twittername Speaker Title, @twittername
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