The document discusses effective release management for Salesforce development teams using AutoRABIT. It introduces AutoRABIT as a tool for continuous integration, test automation, and release management. It then demonstrates AutoRABIT's capabilities such as continuous integration workflows, automated testing, sandbox management, and visualization dashboards to improve release velocity. The presentation concludes by emphasizing how AutoRABIT can help teams achieve more frequent, higher quality releases.

1. Effective Release Management
For
Salesforce.com development teams
AutoRABIT
A Product of TechSophy, Inc. www.techsophy.com
www.AutoRABIT.com
Presented to Phoenix Salesforce Developer Group

2. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Agenda
• Present Challenges in Salesforce.com
• About AutoRABIT
• AutoRABIT Demo
– Continuous Integration
– Release Management
– Dashboard, KPI’s, goal alignment
– Version control
– Data Loading
– Test Automation
• Q & A
Note:
- Slides & recording of the session will be shared
- Pl. ask questions at any time

3. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT – About US
• Technology
• Business Process Management
• Continuous Integration
• Analytics
• Architecture
• Project Management
• Product engineering
• Mindset – We automate
• Test Automation
• CI Implementations
• CI, ALM Services
• Extreme Test Automation
• Productivity catalyst – Sales Force
• Cloud solution delivery easy
• 300+ man years of effort
• Team members core
contributors for several open
source projects
• Sales force Rapid automation
• Breadth of clients: Fortune 100
and SMB customers
Automation
Mindset
TechSophy, Inc. (Parent Company)
Started in 2008
HQ : Pleasanton, CA
Tech Lab: Hyderabad, India
110 Employees
Focus: Services on BPM and Product
Engineering
AutoRABIT, Inc.
HQ : Pleasanton, CA
R&D and Dev: Hyderabad, India
Employees : 30 (20 Dev + 10 Support)
Focus: CI for Salesforce.com
The ONLY true Continuous Integration product from group-up for Salesforce.com

4. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Definitions – CI & CD
• Continuous Integration
– Maintain a single source repository (mainline)
– Small and frequent changes
– Automate build, test & deployment
– Goal to increase release velocity
• Continuous Deployment/Delivery
– CI + option of releasing every good build to users

5. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Present Challenges
• I want more frequent releases deployments
• My team(s) keeps overwriting code
• My team spends lot of time on change sets
• I need visibility into my dev. process
• My Sales team wants a new campaign live in 1
week
• I need additional Testing resources for release
– I need additional budgets, I have to schedule, set up
(QA sandbox), test plans…
• I want to increase the code quality

6. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
The Problem
• Lack of coordination
• No automation
• Mostly manual steps for deployment
• Manual testing with limited test coverage
• Multiple production orgs with no common
code
…SLOW RELEASE VELOCITY

7. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Prerequisites for CI/CD
• Before start the journey
– Does your team have the CI mindset
– Evaluate the tool set and process
– Environment/sandbox in sync
– Does your mgmt. have the desire
• Pitfalls
– CI Tools built for Java/ .Net Platforms may not come
out-of-box for Salesforce. You would need to
customize at script level
– Do not plug CI process directly into your present
release . Let people, tools as well as CI process evolve
for one release.
– Understand change management ‘for your Team'

8. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Dataloading
• Present challenges
– Cumbersome to move the records of selected set
of objects.
- Dataloading along with relationships
- Exporting Attachments, integration with external
tools like Apptus are a challenge
• Best Practices
– Integrated with UAT sandbox

9. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Version Control
• Present challenges
– How to use version control in the overall process ?
- Is it to check-in our changes every time we
work in our sandbox with IDEs like Eclipse ?
- or is it more for nightly code back-ups.
– Administrative and business teams find it hard to work
with ?
– Which tool to select ?
– How to drive the adoption of branching and release.
• Best Practices
– Integrated with UAT sandbox

10. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT Enterprise Test Automation Suite
Test Generator Test Transformation Wrappers & Adapters Adapters
Rule Based
Equivalence classes
Combination of States
Boundary Value Analysis
Separate Data,
Configuration
Separate scenario
from script
Data Scrubbing
Environment driven
Test Preparation
300+ Built in Wrappers
Reusable Libraires for
Technology platforms
Keyword & Framework
specific
Adapters for Selenium
,Apex, Jmeter..etc.
Self Learning Model
Predictive Analytics
Test Genius on
what to test
Test efficience
calculator
Test Automation
ALM Capabilities
Version Control
Integration & Support
Automated Metadata
Deployment
Selective Deployment Integrated Dataloader Backup/RestoreOrg Comparison
Additional effective features

11. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)

12. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Test Team
Staging/UAT
Test TeamIntegrationX
Configuration
Backup / Restore
Dev
Sandbox
Dev
Sandbox2 Sandbox Refresh
Production
Manual Process
Feature1
Error
Production Issue
2 Days
2 Days
2 Days
1 Day
2 Days
* Test effort excluded
Typical process without Continuous Integration
(Basis: various client deployment experiences)

13. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
People Involved
Committed Resources + Explicit Trainings + Various Tools + Time….
Automation
COMMIT UNIT TEST
STATIC
ANALSYS
BUILD DEPLOY
RUN
TESTS
PROJECT
STATUS
PERFORMANCE
TESTS
FUNCTIONAL
TESTS
RUN
TESTS
CHANGE
MANAGEMENT
DEVELOPMENT + INTEGRATION ACCEPTANCE RELEASE MAINTENANCE
User-1
User-2
User-3
User-4
User-1
User-2
User-3
User-4
Continuous Integration/Deployment
- Many tool in the market
- Open source works just fine
- Select what works for your organization
- ~ 6 months + Budgets
- Evaluate the entire process and workflow
Create a symphony !!!

14. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT in Action
A
L
M
S
Y
S
T
E
M
S
Dev Environment
AutoRABIT System
Single Click Promotion

15. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
CI Model 1 – Dev Process is version controlled

16. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
CI Model 2 – Dev to Prod with version control

17. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Developer Community Engagement
• Active involvement
– Blogs, Suggestion & Tips, 10% charter
– PUG’s (Bay Area, Chicago, MN, San Diego , + 3 )
– Free Training
• Webinar series
• Social
– SFDC (various), Blogs, LinkedIn, MeetUp,
• Target groups
– Developer & admin’s
– Managers, Business, BA, PM
Involve, Educate & Transform

18. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
DEMO

19. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
HOW TO DEFINE GOALS AND
GET THERE?

20. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Level Build Process Environments and
Deployment
Testing Reporting
Level 4 • All build issues
addressed through
automation
• Continuous deployment to
production
• Feature sandboxes
• Automated provisioning
• 100% code coverage
• All testing automated
• Code tested against large
number of potential
configurations
• Real-time visibility
Level 3 • Triggered builds
• Code, meta-data,
documentation,
requirements subject
to version control
• Separate Dev, Test, and Prod
environments
• Single button deployment
• Very high test coverage
• Test interaction between
code, meta-data, and data
• Users create automated
test scripts
• Report trend
analysis
Level 2 • Build on commit
• Dependencies
managed
• Standardized deployment
process
• Full Sandbox
• Selective Promote, Change
sets
• Some automated deployment
• Automated daily functional
tests
• On-demand
reporting
Level 1 • Source control
utilized
• Automated build
process
• Documented deployment
process
• Defined branching strategy
• Large amounts of testing
done at build
• Reports visible to
entire team
Level 0 • Manual or semi-
manual build process
• Changes made directly to
Production
• Manual or no testing • Status visible only
to individual
developer
Maturity model to plan goals

21. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Level Build Process Environments and
Deployment
Testing Reporting
Level 4 • All build issues
addressed through
automation
• Continuous deployment to
production
• Feature sandboxes
• Automated provisioning
• 100% code coverage
• All testing automated
• Code tested against large
number of potential
configurations
• Real-time visibility
Level 3 • Triggered builds
• Code, meta-data,
documentation,
requirements subject to
version control
• Separate Dev, Test, and
Prod environments
• Single button deployment
• Very high test coverage
• Test interaction between
code, meta-data, and data
• Users create automated test
scripts
• Report trend
analysis
Level 2 • Build on commit
• Dependencies managed
• Standardized deployment
process
• Full Sandbox
• Selective Promote, Change
sets
• Some automated
deployment
• Automated daily functional
tests
• On-demand
reporting
Level 1 • Source control utilized
• Automated build
process
• Documented deployment
process
• Defined branching strategy
• Large amounts of testing
done at build
• Reports visible to
entire team
Level 0 • Manual or semi-manual
build process
• Changes made directly to
Production
• Manual or no testing • Status visible only
to individual
developer

22. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
First Step: Change Management
• Change Management Team
– Functional Leaders
– Business Analysts
– Technical Architects
– Power Users
• Release Management Strategy
– What is allowed in each branch
– Who is allowed to make changes where

23. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Production
Test
Feature
A
Feature
B
Feature
C
Dev Dev Dev Dev Dev Dev DevDev
Feature Team
A
Feature Team
B
Feature Team
C
Branching
Strategy
Tests
Tests
Tests
Release Management Strategy

24. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Production
Test
Feature
A
Feature
B
Feature
C
Dev Dev Dev Dev Dev Dev DevDev
Feature Team
A
Feature Team
B
Feature Team
C
Branching
Strategy
Tests
Tests
Tests
Release Management Strategy

25. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Trunk
Test
Feature
A
Feature
B
Feature
C
Dev Dev Dev Dev Dev Dev DevDev
Feature Team
A
Feature Team
B
Feature Team
C
Branching
Strategy
Tests
Tests
Tests
Release Management Strategy
Org C
Gradually Migrate Features from Other Orgs into Trunk

26. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Summary
• AutoRABIT is the first (and only) tool designed from the
ground up for Continuous Integration on Force.com
• Meta-Data Management
– Metadata Comparison and Selective Promotion
– Minimize Meta-Data conflicts with feature teams, branching strategy
with version control, and testing
• Version control and branching done visually
• Sandbox Restore, Rollback with backups of meta-data,
source code and data
• Test automation by non-technical end users
• Easy and complete dataloading
• “Test Genius” help prioritize and optimize your testing

27. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT Test Genius
(Automatic selection & execution of test cases to identify 99% or critical defects)

28. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Release Management
Can your release process
be more automated and
confidence evoking?

29. Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
We appreciate your time and interest, Thank You
Vishnu Datla
+1 (732) 766 5667
vishnu(at)AutoRABIT.com
Twitter: @vishnuraju
www.linkedin.com/vishnudatla
For a free trial pl. register at www.AutoRABIT.com